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Forex CRM to maximise revenue for your FX brokerage
Step 1. Get acquainted with our CRM platform features, use-cases and what makes us special
Step 2. Request a Demo for the Skale CRM sales and marketing platform
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The Skale Forex CRM
Minimising Risk & Maximising Revenue

The Skale suite of forex products and solutions for every team, department and finance company

Customer FX Acquisition & Management

Forex CRM Platform – the skale technology stack is finance-specific and designed to support customer acquisition, sales and management.

Over 70 payment integrations

The Skale Customer Portal is pre-integrated with over 70 payment forex options that just requires your merchant account credentials to start receiving payments.

Growing with your Forex business

Our Forex CMR Skale applications support your growth along every major milestone in building your business and growing it. Where adding a new brand can be done at the click of a button!

Zero development required

The Skale SAAS system has been developed to allow your CRM and Customer Portal to be fully operational and integrated without any IT development. 

Easy to use

The Skale Forex CRM is continuously updated to market needs ensuring you get the leading-edge and built-for-purpose solution from sales all the way through to marketing.

Seamless integration

All the Skale systems are seamlessly integrated to MT4 and MT5 trading solutions for Forex CRM.

Retention is key to success. All the Skale systems are seamlessly integrated to MT4 and MT5 trading solutions.

Over 150 Forex specific third party plugin solutions available in the scale marketplace, here are just a few

Forex Case Studies

FX company goes from $2M to $8M in 12 months using the Skale contact revenue management system

Skale CRM is quick and an extremely powerful platform that we knew we needed from the get go, to grow our business and help the company manage leads and customers at every stage. We loved that it would give us transparency across brands and departments. Everyone would have a unified customer view, which would mean greater efficiency and more opportunities to add value to our customers” John A. Head of Sales.

Founded in 2016,  one the market leaders in providing financial brokerage services in europe, contacted Skale CRM after seeing us voted BEST CRM software provider by AtoZ markets. 

As the company grew, its founders understood that they’d outgrown their current solution of using many different siloed Forex tools to run their business. The company wanted an all-in-one CRM solution and find a product which would help it build its telemarketing presence to attract new business, streamline communications with staff, and ultimately contact revenue manage.

Once the teams met, and were demonstrated the power of the marketplace, complete with the enterprise tiers of Sales, Marketing, Support, Back Office, Finance, Retention and Affiliates, the company realised that with no upfront fees in its packages and all the tools it needed to grow, signing up with Skale was inevitable. 

5 to 500 sales staff in 12 months by streamlining the sales process.

“We were referred to Skale by one of our Partners – we decided to start working with Skale to build out the tech for our sales team, and am extremely happy we did so. Our set up become, in our eyes, the most reliable, powerful innovative trading platform that worked seamlessly across all digital devices.” Paul T. Managing Director

By using Skale Forex CRM Revenue Management Platform the client has been able to provide innovative trading technology, superior dealing performance, and exceptional customer service throughout its customer’s journey. The results were incredible. 

The company trained hundreds of salespeople using the CRM and installed a full customer success department, at a click of a button. Onboarding personnel was almost instant which made the client and his investors delighted with the results. 

Using the initial momentum to develop the solution further as to sell into large enterprises, setup multiple brands and other financial institutions, it became a game changed for the company. 

The CEO shot us an email not too long ago that he needs ten times the amount of users for 2020. We negotiated a good deal, and within 12 months, we took the business from 18 salespeople to 180 salespeople. Growing the business through our Skale Platform made the 10x possible.

How Clients MRR Went From $50k to $150k in 30days by getting up and running, fast.

“This company had deep domain expertise and insights relative to the FX financial product world and consequently was able to identify a problem relative to the way brokers sold financial product attribution.’ Hayley M. Head of Sales

Upon completing initial go to market strategy validation, our customer was eager to get the companies valuable solution into the hands of more Forex brokers, and we didn’t blame him. The offering and team behind the brand was excellent, support services intact and unique algorithm trading expertise, supposed by none. The company started working with us and by understanding some of the key features extremely well, within one month, the construction of the brand, sales onboarding, marketing collateral, contact import, outbound prospecting messages, and marketing drips were completed. 

Founded in 2017 with the primary vision to help traders succeed in the foreign exchange market by providing excellent market conditions including prime trading order execution, low spreads and latency, high protection of funds and best possible technical support. Thanks to Skale, this vision became a reality.

Security

Protect valuable data

Track campaigns

Get ROI on your marketing

Keep costs low

Easy to onboard customers

Security

Protect valuable data

Track campaigns

Get ROI on your marketing

Keep costs low

Easy to onboard customers

Forex CRM to Reduce Operation Costs and Improve sales and retention visibility

We hear many clients complaining of countless hours being wasted customizing their website customer portal, integrating new payment solutions and adding new features and workflows to their CRM. In the end, their solution becomes so complex that companies need to hire full-time employees to babysit the systems.


At skale we believe your business deserves better – solutions that are ready to go, easy to setup and customize and that scale with your business

Where else can you add new brands instantly and seamlessly integrate multiple VOIP providers

At Skale we love technology and making our customers happy by keeping their lives simple.
Our solutions have been built to grow as your business grows from a 5 person company to a 500 person call center driven business.
At Skale we aim to give control to our customers to manage all aspects of the systems via our Skale Management portal

Keep your clients' information safe so you can sleep at night

How to increase revenue from $2M to $8M in 12 months using an in house sales team without compromising on security, privacy and risk.

Extend

The Skale Experience

With our marketplace of financial applications