Dear colleagues and partners!
🚀 ProximoCRM is live!
Launch your turnkey 🔑 CFD/Forex brokerage in less than 4 weeks
Proximo Platform is a ready-made IT solution that covers all front-office needs of a brokerage firm.
🎯 What's included in the platform and partner package:
🔹 ProximoCRM — full control over leads, clients, IB partners, compliance, and finances.
🔹 Personal Area — a white-label client portal under your brand.
🔹 Legal support (company registration, licensing, ongoing assistance).
🔹 Development and maintenance of high-load fintech websites.
🔹 SERM — strategic reputation and digital image management.
✅ We offer you the ability to:
• Launch a new project with full technological and legal backing.
• Execute a rebranding and offer clients a modern product.
• Automate processes and reduce operational costs.
• Increase client loyalty.
👉 First step — subscribe.
Next step — write "I want to know more" to our manager: @ProximoCRM
COMING SOON: Launch of the ⚡ Presale Program ⚡
🚀 ProximoCRM is live!
Launch your turnkey 🔑 CFD/Forex brokerage in less than 4 weeks
Proximo Platform is a ready-made IT solution that covers all front-office needs of a brokerage firm.
🎯 What's included in the platform and partner package:
🔹 ProximoCRM — full control over leads, clients, IB partners, compliance, and finances.
🔹 Personal Area — a white-label client portal under your brand.
🔹 Legal support (company registration, licensing, ongoing assistance).
🔹 Development and maintenance of high-load fintech websites.
🔹 SERM — strategic reputation and digital image management.
✅ We offer you the ability to:
• Launch a new project with full technological and legal backing.
• Execute a rebranding and offer clients a modern product.
• Automate processes and reduce operational costs.
• Increase client loyalty.
👉 First step — subscribe.
Next step — write "I want to know more" to our manager: @ProximoCRM
COMING SOON: Launch of the ⚡ Presale Program ⚡
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Dear colleagues and partners!
Meet the ProximoCRM Dashboard. Your single source of truth.
The Dashboard as a strategic control tool. 🛠️
🎯 It is a centralized Dashboard that solves key operational problems:
🔹 Full control over the processes:
Tasks, calls, meetings, and transaction stages are clearly displayed in the intuitive calendar 📆
🔹 Data-driven transparency:
Upload of each employee in real time.
🔹 Operational management
✅ Dashboard functions:
• Centralization: All data from different modules on the same timeline.
• Visual control: Instant assessment of team engagement. 👀
• Proactive: Reallocate efforts before deadlines become compromised.
• Context: Each action is linked to the customer and the transaction. Not a single detail is missing.
We are implementing not just software, but a working mechanism to increase efficiency 📈
The ProximoCRM Dashboard panel is a ready - made solution for anyone who wants to access information.
More 🌏 https://proximocrm.com/
Write to our manager: @ProximoCRM
Meet the ProximoCRM Dashboard. Your single source of truth.
The Dashboard as a strategic control tool. 🛠️
🎯 It is a centralized Dashboard that solves key operational problems:
🔹 Full control over the processes:
Tasks, calls, meetings, and transaction stages are clearly displayed in the intuitive calendar 📆
🔹 Data-driven transparency:
Upload of each employee in real time.
🔹 Operational management
✅ Dashboard functions:
• Centralization: All data from different modules on the same timeline.
• Visual control: Instant assessment of team engagement. 👀
• Proactive: Reallocate efforts before deadlines become compromised.
• Context: Each action is linked to the customer and the transaction. Not a single detail is missing.
We are implementing not just software, but a working mechanism to increase efficiency 📈
The ProximoCRM Dashboard panel is a ready - made solution for anyone who wants to access information.
More 🌏 https://proximocrm.com/
Write to our manager: @ProximoCRM
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Dear colleagues and partners!
🎯 The Activity module in ProximoCRM is a ready - made tool for automating plan execution control.
We understand how difficult it is to keep all work processes in focus. When tasks are lost, deadlines are disrupted, and control over the team's actions crumbles, not only operational efficiency suffers, but also the results of the entire business.
✅ Task planning in ProximoCRM — It's a structured process:
🔹 Clear parameters are assigned to each task: name, description, start date and deadline.
🔹 The task is linked to a specific lead or client, preserving the context.
🔹 The designated responsible manager receives a detailed description and can attach files for a more complete understanding of the task.
This approach eliminates misunderstandings and ensures that every employee knows what to do, when, and for whom.
More 🌏 https://proximocrm.com/
Write to our manager: @ProximoCRM
🎯 The Activity module in ProximoCRM is a ready - made tool for automating plan execution control.
We understand how difficult it is to keep all work processes in focus. When tasks are lost, deadlines are disrupted, and control over the team's actions crumbles, not only operational efficiency suffers, but also the results of the entire business.
✅ Task planning in ProximoCRM — It's a structured process:
🔹 Clear parameters are assigned to each task: name, description, start date and deadline.
🔹 The task is linked to a specific lead or client, preserving the context.
🔹 The designated responsible manager receives a detailed description and can attach files for a more complete understanding of the task.
This approach eliminates misunderstandings and ensures that every employee knows what to do, when, and for whom.
More 🌏 https://proximocrm.com/
Write to our manager: @ProximoCRM
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Dear colleagues and partners!
🚀 How to turn Lead into a Client and not miss anything?
Are you familiar with the situation: leads come from a website, social media, and advertising, but half of them "sink" in the confusion, managers confuse the stages, and the conversion rate drops?
🎯 At ProximoCRM, we know that the problem is not the number of applications, but the processing system. That's why we created the "Leads" module to manage the sales funnel.
✅ Collect leads from all sources in a single database — from a website, advertising, social media, chatbots.
✅ No contact is lost — a complete history of messages, tasks, and reminders for each client.
You no longer need to combine data manually, lose queries in chat rooms or Excel spreadsheets.
ProximoCRM transforms a chaotic flow of interests into a clear, manageable flow of customers.
More 🌏 https://proximocrm.com/
Write to our manager: @ProximoCRM
🚀 How to turn Lead into a Client and not miss anything?
Are you familiar with the situation: leads come from a website, social media, and advertising, but half of them "sink" in the confusion, managers confuse the stages, and the conversion rate drops?
🎯 At ProximoCRM, we know that the problem is not the number of applications, but the processing system. That's why we created the "Leads" module to manage the sales funnel.
✅ Collect leads from all sources in a single database — from a website, advertising, social media, chatbots.
✅ No contact is lost — a complete history of messages, tasks, and reminders for each client.
You no longer need to combine data manually, lose queries in chat rooms or Excel spreadsheets.
ProximoCRM transforms a chaotic flow of interests into a clear, manageable flow of customers.
More 🌏 https://proximocrm.com/
Write to our manager: @ProximoCRM
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Dear colleagues and partners!
Your client isn't just a record. They are your main asset.
📌 The Problem: Fragmented data across reports, email, and notes kills personalization and erodes loyalty.
💡 Our Solution: A single, living digital dossier for every client in ProximoCRM:
✅ Full History: All communications & documents
✅ Financial Snapshot: Transactions, accounts, bonuses
✅ Compliance Check: KYC status & document trail
✅ Trading Profile: Key metrics & activity insights
🔹 Context for your team — no more repeated client stories
🔹 Personalized service powered by data
🔹 Proactive relationship management
Act in one click:
▫️ Send personalized emails
▫️ Create tasks with full context
▫️ Track compliance & renewals
Turn every team member into a personal assistant for your clients.
More 🌏 https://proximocrm.com/
Write to our manager: @ProximoCRM
#ProximoCRM #CRM #ClientLoyalty #FinTech #BrokerTech #DigitalTransformation
Your client isn't just a record. They are your main asset.
📌 The Problem: Fragmented data across reports, email, and notes kills personalization and erodes loyalty.
💡 Our Solution: A single, living digital dossier for every client in ProximoCRM:
✅ Full History: All communications & documents
✅ Financial Snapshot: Transactions, accounts, bonuses
✅ Compliance Check: KYC status & document trail
✅ Trading Profile: Key metrics & activity insights
🔹 Context for your team — no more repeated client stories
🔹 Personalized service powered by data
🔹 Proactive relationship management
Act in one click:
▫️ Send personalized emails
▫️ Create tasks with full context
▫️ Track compliance & renewals
Turn every team member into a personal assistant for your clients.
More 🌏 https://proximocrm.com/
Write to our manager: @ProximoCRM
#ProximoCRM #CRM #ClientLoyalty #FinTech #BrokerTech #DigitalTransformation
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Dear colleagues and partners!
Is your affiliate program not growing? Perhaps the issue isn't with your partners, but with your tools.
💥 Introducing the Full-Cycle Module for Working with Introducing Brokers (IB)
ProximoCRM transforms your partner network into a powerful and predictable growth channel.
✅ Automatic Tracking: Client → IB. Instantly and seamlessly.
✅ Flexible Commissions: Set up any scheme (spread, lots, bonuses) in 5 minutes.
✅ Real-Time Monitoring: View partner activity: deposits, trades, volumes.
✅ Multi-Tier Network (Sub-IB): Build hierarchies and scale without limits.
The Result for You:
➡️ Reduce operational costs by 80%
➡️ Transparency for partners = increased loyalty and activity
➡️ Your partner network becomes your primary and predictable growth channel
Stop wasting time on routine. Start managing growth.
👉 Learn how it works: https://proximocrm.com/
👉 Contact a manager: @ProximoCRM
#IBPartner #IBManagement #ForexCRM #PartnerNetwork #Affiliate #FXBroker #FinTech #ProximoCRM
Is your affiliate program not growing? Perhaps the issue isn't with your partners, but with your tools.
💥 Introducing the Full-Cycle Module for Working with Introducing Brokers (IB)
ProximoCRM transforms your partner network into a powerful and predictable growth channel.
✅ Automatic Tracking: Client → IB. Instantly and seamlessly.
✅ Flexible Commissions: Set up any scheme (spread, lots, bonuses) in 5 minutes.
✅ Real-Time Monitoring: View partner activity: deposits, trades, volumes.
✅ Multi-Tier Network (Sub-IB): Build hierarchies and scale without limits.
The Result for You:
➡️ Reduce operational costs by 80%
➡️ Transparency for partners = increased loyalty and activity
➡️ Your partner network becomes your primary and predictable growth channel
Stop wasting time on routine. Start managing growth.
👉 Learn how it works: https://proximocrm.com/
👉 Contact a manager: @ProximoCRM
#IBPartner #IBManagement #ForexCRM #PartnerNetwork #Affiliate #FXBroker #FinTech #ProximoCRM
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🚀 Complete Finance Automation for Brokers
Every day, hundreds of transactions flow through your company: deposits, withdrawals, transfers, bonuses.
✨ Introducing the ProximoCRM Financial Module — a single platform for complete, real-time control over all cash flows.
✅ Automate Routine Tasks: No more spreadsheets and reconciliations. All data is automatically consolidated into one system.
✅ Unified Dashboard: All client payments, internal operations, and commissions — in a single window. Find any transaction in seconds.
✅ Client Transparency: Full transaction history, online withdrawal statuses, and bonus breakdown in the personal cabinet. Trust increases while support workload drops.
✅ Real-Time Reporting: Analytics, P&L by products and partners — up-to-date data is always at hand for quick decisions.
✅ End-to-End Control: A seamless workflow for every operation — from client request to execution, with security checks and notifications.
🔧 Technological Foundation:
Microservice architecture for scaling, processing thousands of transactions per minute, and 99.9% availability. Integration with any payment systems and banks.
📊 Business Results After Implementation:
➡️ Reduction of operational costs by up to 90%
➡️ Fewer errors and less time spent on reporting
➡️ Improved liquidity and quality of management decisions
➡️ Increased client loyalty through transparency and speed
The ProximoCRM Financial Module is the technological foundation for growth, freeing your team from routine and providing tools for analysis and strategy.
Ready to automate your finances and take your business to the next level?
👉 Learn how it works: https://proximocrm.com/
👉 Contact a manager: @ProximoCRM
#BrokerageSolutions #BrokerTech #PaymentsAutomation #TradingPlatform #FinancialCRM #WealthManagement #InvestmentTech #CapitalMarkets
Every day, hundreds of transactions flow through your company: deposits, withdrawals, transfers, bonuses.
✨ Introducing the ProximoCRM Financial Module — a single platform for complete, real-time control over all cash flows.
✅ Automate Routine Tasks: No more spreadsheets and reconciliations. All data is automatically consolidated into one system.
✅ Unified Dashboard: All client payments, internal operations, and commissions — in a single window. Find any transaction in seconds.
✅ Client Transparency: Full transaction history, online withdrawal statuses, and bonus breakdown in the personal cabinet. Trust increases while support workload drops.
✅ Real-Time Reporting: Analytics, P&L by products and partners — up-to-date data is always at hand for quick decisions.
✅ End-to-End Control: A seamless workflow for every operation — from client request to execution, with security checks and notifications.
🔧 Technological Foundation:
Microservice architecture for scaling, processing thousands of transactions per minute, and 99.9% availability. Integration with any payment systems and banks.
📊 Business Results After Implementation:
➡️ Reduction of operational costs by up to 90%
➡️ Fewer errors and less time spent on reporting
➡️ Improved liquidity and quality of management decisions
➡️ Increased client loyalty through transparency and speed
The ProximoCRM Financial Module is the technological foundation for growth, freeing your team from routine and providing tools for analysis and strategy.
Ready to automate your finances and take your business to the next level?
👉 Learn how it works: https://proximocrm.com/
👉 Contact a manager: @ProximoCRM
#BrokerageSolutions #BrokerTech #PaymentsAutomation #TradingPlatform #FinancialCRM #WealthManagement #InvestmentTech #CapitalMarkets
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