The Whys and Hows of Upgrading to Dynamics 2015

In the past month and a half, the LXCRM team has been working really hard here at Leverate making incredible steps towards upgrading from Microsoft Dynamics 2011 to Microsoft Dynamics 2015 version.

As you all know, our Forex CRM product (LXCRM) is based on Microsoft Dynamics. I discussed the benefits of it in this blog a […]

Top 3 Reasons why I Want to get Negative Feedback as a Product Manager

As a Product Manager, one of the most important tools for me to work with is customer feedback and many articles have been written about the subject. However, before we continue praising it, it’s important to note that you shouldn’t build your roadmap based on customer feedback alone

In the keystone article ‘GOOD Product Manager, BAD […]

LXCRM Is Built for Data Security

Everything from your CRM leads, to passwords, and even the pictures in your mobile phones is subject to attack by unscrupulous people looking to steal your information. Depending on your point of view, the growing rate of startups in the data security field may be seen either as an increased awareness of this issue or […]

SMS-LXCRM Integration Works Wonders for Your Retail Forex Brokerage

SMS/text messaging integration is a tool that Leverate clients were eagerly awaiting, and indeed, this feature received the most requests on the clients surveys submitted to Leverate throughout 2014. Thanks to our new relationship with the leading SMS service provider, Clickatell, Leverate clients are now able to add SMS integration to their brokerage toolkits.

Improved Phone […]

5 Ways LXCRM Works Wonders For Your Brokerage

You need to rely on your CRM
to help manage client interactions, and monitor the performance of your sales and retention teams. Choosing a platform featuring access to real-time activity reports and seamless integration with your Forex trading platform gives your business an edge over the competition.
LXCRM is the leading CRM
designed especially for brokers. And it […]

The Forex Brokerage Integration Equation

CRM integration for your Forex brokerage
The importance of a good CRM has proven to be crucial in maintaining a strong relationship with traders. When reviewing performance, it’s obvious that the three essential parts of your CRM system should be integration, integration, and, most importantly, integration.

Good integration is the lifeline of your CRM system, and affects:

The […]

CRM for Forex Brokers 101

Why proper CRM usage is critical for your Forex Brokerage
For Forex Retail Brokers, CRM technology is crucial for the success of a Forex brokerage, both small and large, and will help to grow the business, reduce costs and retain existing customers.

In the past few years there has been a change in the CRM methodology concept […]