A forex CRM can be set up to meet the needs of different types of clients. Retail clients benefit from easy onboarding, guidance, and automated updates, while institutional clients need detailed reports, portfolio tracking, and special integrations. By organizing clients into groups, brokers can provide the right level of service for each type. Forex CRM software helps brokers manage all clients on one platform, giving a clear view of accounts and trading activity while keeping communication and services suited to each client’s needs.
