Leverate has recently released LXCRM V9, a solution designed to help brokers better manage data and drive business growth.In today’s fast-paced financial environment, managing a brokerage firm can be a challenging task, particularly when it comes to data management and reporting. To address this, Leverate has launched the customized LXCRM V9, designed specifically for brokerage firms in 2023.
Our latest version, LXCRM V9, introduces new features that help you streamline brokerage operations, provide valuable insights into business activities, and ultimately support data-driven business decisions.There are many benefits to CRM customization and automation, so our team focused on these as key features when developing the new LXCRM. Among them, the customizable dashboard stands out—you can easily add new data sources, metrics, and visualizations as needed, empowering you to make informed business decisions.In addition, the upgraded customizable reporting feature allows you to handle multiple reports simultaneously and retrieve the information you need from batches, helping you quickly identify opportunities for business growth and improvement. Below is an overview of the key features of Leverate LXCRM V9:
Customizable Customizable Dashboards
One of the standout features of Leverate’s LXCRM V9 is our customizable dashboards. As your business grows, so do your data management and reporting needs. With the new LXCRM V9, you can easily add new data sources, metrics, and visualizations as needed.
For brokers, the primary benefit of customizable dashboards lies in data-driven decision-making: with customizable dashboards and enhanced reporting capabilities, brokers can gain deep insights into their business activities and make data-driven decisions, ultimately improving productivity, efficiency, and profitability.
Enhanced Customizable Reporting
Leverate’s LXCRM V9 also features enhanced customizable reporting capabilities. You can work on multiple reports simultaneously, saving time by grouping similar reports, comparing and cross-referencing data, and retrieving the information you need from batch processing. By accessing real-time data within these reports, you can quickly identify opportunities for business growth and improvement.
User-Friendly Interface
We understand that data management and reporting can be overwhelming for brokers. That’s why LXCRM V9 features a user-friendly interface. It offers seamless navigation between screens, displaying accounts, activities, cases, KYC processes, and more. All of these features help you organize and manage your data more efficiently and effectively.
Integration with Third-Party Systems
We recognize that many businesses have already invested in third-party systems. Leverate’s LXCRM V9 is designed to integrate with the affiliate systems and other third-party systems you may be using. This means you can enjoy all the enhanced features our CRM offers without disrupting your existing systems. This allows you to manage processes, track sales, and optimize workflows more easily.With LXCRM V9, brokers can manage clients more efficiently, thereby improving client satisfaction and loyalty. This can lead to more referrals from existing clients and repeat business, further driving performance growth.
Access Control and Performance Tracker
We place a high priority on the security and privacy of customer data, which is why we’ve developed access control features. These features allow brokers to assign specific permissions to different employees to ensure maximum data protection.In addition, our performance tracker enables you to evaluate the individual and overall performance of your sales and success teams. The primary benefit for brokers utilizing access controls and the performance tracker lies in the ability to improve team performance: the performance tracker feature allows brokers to assess individual and collective success, leading to optimized team performance and higher revenue generation.
In summary, Leverate’s LXCRM V9 is a powerful tool for boosting productivity and profitability.We understand the power of data management and the importance of providing clients with in-depth insights to optimize their marketing and business strategies. The newly launched LXCRM V9 sets a new benchmark for the industry, offering brokers a significant competitive advantage by enhancing operational efficiency and providing deeper insights into business activities.
If you are looking for a better solution to manage your data, drive business growth, and streamline the processes of your sales and success teams, we invite you to contact us today. Our team would be happy to help you integrate our latest technology into your business processes and assist you in achieving your business goals.
