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Techysquad Forex CRM
Techysquad Forex CRM client
Techysquad Forex CRM dashboard

Techysquad Forex CRM

Brand: Techysquad

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Techysquad Forex CRM Pricing & Plans

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Price Available on Request

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Techysquad Forex CRM Features

  • icon_check Lead Management
    Capture, assign, and track prospective clients through the brokerage sales pipeline.
  • icon_check Client Management
    Maintain client profiles, account details, and interaction records centrally.
  • icon_check KYC Verification
    Manage identity verification and customer document review processes.
  • icon_check AML Compliance Workflows
    Support anti-money-laundering checks and related compliance procedures.
  • icon_check Trading Platform Integration
    Connect with supported platforms such as MT4, MT5, cTrader, and TradeLocker.
  • icon_check Account Management
    Manage client trading account information through connected brokerage systems.
  • icon_check Payment Gateway Integration
    Connect payment service providers to support deposit and withdrawal workflows.
  • icon_check Deposit and Withdrawal Management
    Track payment requests, transaction status, and related operational activities.
  • icon_check Commission Management
    Calculate and track partner commissions based on configured structures.
  • icon_check Workflow Automation
    Automate lead routing, account approvals, notifications, and recurring operational tasks.
  • icon_check Reporting & Analytics
    Review client activity, deposits, revenue, and operational performance through dashboards.
  • icon_check Compliance Monitoring
    Track compliance-related workflows and outstanding verification activities.
  • icon_check Role-Based Access Control (RBAC)
    Configure staff access and permissions according to operational responsibilities.
  • icon_check Affiliate Tracking
    Monitor referrals and evaluate affiliate performance.

Techysquad Forex CRM Specifications

Supported Platforms
Ubuntu Ubuntu Windows Windows iOS iOS Android Android MacOS MacOS Windows(Phone) Windows(Phone) Linux Linux
Devices
Desktop Desktop Mobile Mobile Tablet Tablet iPad iPad
Deployment
Cloud-Based Cloud-Based
Suitable For
All Industries
Business Specific
All Businesses
Business Size
Small Business Startups Medium Business Enterprises SMBs SMEs MSMBs MSMEs
Customer Support
Phone Email
Language
English
Training Resources
Documentation

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.