MetaSoft CRM is an all-in-one Forex CRM and client portal designed for brokerages, integrating MT5 trading, VOIP communication, payments, and client management in a single platform.
Brokerages and financial firms seeking integrated trading and client management solutions
“Over 5 million leads and clients managed”
MetaSoft CRM uses paid pricing starting at $0. Among 726 CRM tools, 30% use the same pricing structure. Its feature set centers on mt5 integration, voip call center, client portal management, built for Brokerages and financial firms seeking integrated trading and client manageme.... It sits in the bottom 18% of 726 tools by information completeness. MetaSoft CRM is an all-in-one Forex CRM and client portal designed for brokerages, integrating MT5 trading, VOIP communication, payments, and client management in a single platform.
CRM spans 726 tools across 420 specializations on SaaS Choice. MetaSoft CRM sits within the Forex Trading CRM segment, which contains 2 tools.
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MetaSoft CRM is an all-in-one Forex CRM and client portal designed for brokerages, integrating MT5 trading, VOIP communication, payments, and client management in a single platform.
MetaSoft CRM uses a paid model, starting at $0. Visit their website for the most current pricing and plan details.
Popular alternatives to MetaSoft CRM in the Forex Trading CRM space include FXBO, Pipedrive, HubSpot, Done For You. Each tool takes a different approach, so the best choice depends on your specific requirements and budget.