Customize Your Clients' Experience with Custom Pages in Forex CRM
Forex UpTrader CRM offers extensive customization options for brokers. It allows not only configuring complex features such as payment system grouping, anti-fraud features, and setting different conditions for clients from different countries, but also adding custom pages into Trader's Room and Back Office.
Custom pages for clients are created in the Admin mode and appear in the Trader's Room at the bottom of the menu. To create a page, you need to give it a title, provide a link, and input the HTML code. For example, recently, one of our clients created a page for an analytical service by embedding a widget with the latest technical analysis. Another client wanted to display a strategy rating using the Brokeree service. If you already have the HTML code, creating such pages takes only a few minutes.
Brokers can also create pages for their team that will appear in the Back Office menu. These can include rules or interaction protocols, a calendar, and so on.
To create a new page, go to the CRM, navigate to the admin module, select "Custom Page" in the menu, and create the page.
Watch the video where we show how it works.
UpTrader CRM offers a plethora of exciting features. If you want to learn more, request a demo, email us at [email protected], or leave a request at uptrader.io/contacts.
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