NT CRM
We will provide you with a powerful and perfectly tailored Customer Relations Management System (CRM) to help you control your Clients and get the best control of your sales team.
Various "roles" for your staff memebrs
Powerful features helping to complete marketing plans
Broad analytics and detailed statistics
  • SALES
  • AGENTS
  • SERVICE
  • MARKET
Deep vertical CRM
  • Pinpoint your targeted Clients
  • Rich source of information about transactions
  • Rules and processes can be adjusted on demand
  • Intuitive and easy to use interface
CONTACT US
SALES MANAGEMENT SYSTEM
  • Sales KPIs Completion Mode
    Managers can choose flexible assessment methods and content display with deep analytics of various sales groups.
  • Sales commissions calculated automatically
    Setting up rebates is possible according to teams' performance and transaction volumes or numbers or according to indexes defined by your own needs.
  • Hierarchical sales
    Tracking the performance of multi-level sales divisions is supported, which gives you a chance to check and improve delivery in all levels. Statistics such as Clients' interactions, trades number, trading volume and daily returns are all visible.
  • Rich selection of Extensions and Plug-ins
    Configurable and flexibly adjusted - NT's platform is an intelligent tool working in line with your operational needs; setting up rebates, tracking billing information, transaction processes and hundreds of other parameters.
CUSTOMER MANAGEMENT SYSTEM
  • Client Management System
  • Client Information Management
  • Client's Transaction History
  • Client Multi-Level Management
  • 01
    SALES AGENTS' MANAGEMENT
    Tailored Settlement Management for Brokers
  • 02
    Commission Management
    Presetting Rebate Details for Agents
  • 03
    SUB-AGENT MANAGEMENT
    Sales Agents manage their own targeted Clients
SALES AGENTS' MANAGEMENT
Tailored Settlement Management for Brokers
Supports: Sales Agents' audits, management of clients registered by the agents, IB/MIB audits, adjusting Client demand for regional Agents
Commission Management
Presetting Rebate Details for Agents
Setting various rebates and commission ratios according to different Agent levels in line with your requirements and policies
SUB-AGENT MANAGEMENT
Sales Agents manage their own targeted Clients
Multi-level Management for Agents, sub-Agents, supportive Agents in a unified and simple to use interface