CRM Solutions With VoIP & Communication Integrations

Single Communication for International Forex Brokers

Smooth communication and effectiveness are the new keys to making your relationships with your clients solid and ensuring business on the right path in the fast-paced world of forex brokerage today. VoIP CRM Integration by Altima integrates your telephony and customer management solutions into one platform.

What is VoIP CRM Integration?

VoIP CRM Integration bridges your internet telephony system directly to your CRM application, allowing real-time data exchange. When a customer calls, your staff receives immediate access to caller details, history and notes without leaving the application. Click-to-call, automated call recording and instant pop-up customer info make customer interactions streamlined, personalized and efficient for each conversation.

Key Features & Benefits

360° Customer View

Agents are presented with complete contact history while on calls, which enables quick, smart service in sync with the unique profile of every client.

Increased Productivity

Automation of call logging and click-to-call functionality eliminates duplicate work and dialling errors, optimizing work hours.

Streamlined Workflows

Easy follow-up scheduling and reminder-driven task management post-call optimizes work efficiency and reduces admin costs.

Advanced Call Analytics

Actionable call volume, duration and outcome insights are made available to managers via simple-to-use dashboards for continuous performance improvement.

Better Customer Experience

More resolutions with fewer call transfers enhance service to enhance customer satisfaction and loyalty.

Robust Security & Compliance

End-to-end encryption plus extensive audit trails guarantee protection of sensitive client data and compliance with regional and international regulations, including GDPR and other financial regulation norms.

Supported VoIP Providers & Compatibility

Altima seamlessly integrates with leading VoIP providers such as Coperato, SquareTalk, Voiso and Commpeak. Whether your brokers are on-site or distributed remotely, our solution supports both desktop and mobile environments for flexible scalability for forex brokerages of every size globally.

Integration Workflow

With secure APIs, Altima combines real-time call activity and rich customer data in your CRM and VoIP system. Incoming or outgoing calls trigger customer-centric screen pop-ups and all call activities are automatically logged in your CRM. Automation rules can be customized to allow brokers to customize call routing, tagging and follow-up processes in line with business objectives and regulatory compliance.

Success Stories & Use Cases

A top US-headquartered forex broker reduced client response times by 40% after installing Altima VoIP CRM integration. With real-time context of clients, support and sales staff were able to quickly resolve issues, boosting lead conversion. Compliance officers relied upon detailed call audit trails to ensure regulatory compliance with more confidence and less manual intervention.

Frequently Asked Questions (FAQ)

Which VoIP providers are supported?

Altima is compatible with multiple global VoIP providers like Coperato, SquareTalk, Voiso and Commpeak.

Is the integration mobile-optimised?

Yes, our VoIP CRM integration is completely mobile and desktop-friendly, supporting flexible work models.

How is call information secured?

All communications are encrypted and stored with full compliance audit logs.

What call analytics are available?

Managers receive detailed reports of call activity – volumes, duration and agent performance, via intuitive dashboards.

How long does it take to integrate?

Implementation timelines vary but are usually between a week and a few days, depending on system complexity and requirements.

Does Altima cater for international global markets?

Indeed, Altima is honoured to serve clients all over the world in the USA, Dubai and Europe and tailor solutions to meet regional regulatory and operational requirements to help brokerages around the world.

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