Haame

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Leading CRM for Brokerages

A leading CRM for brokerages to manage KYC, trading accounts, deposit & withdral, etc., and provide maximum flexibility for brokerages to customize or self-define its referral & commission rebate mechanism.

MT4, MT5, Sirix XForce & XOH Integrated

With opening, international & inclusive philosophy, HAAME has integrated with MetaQuotes' MT4 & MT5, Leverate's Sirix, Fortex's XForce and XTB's XOH trading platforms, and more on the go.

MT4, MT5, Sirix XForce & XOH Integrated

Physical Isolation For Database Security

Financial institutions have higher standards for data security, the CRM program and database both installed on the broker's own server, with physical isolation for database security.

Physical Isolation For Database Security

API For Business Integration & Extension

We provide API solutions for brokerages or exchanges to integrate or expand CRM with other systems or businesses, for example, login and third-party payment senarios.

API For Business Integration & Extension

Flexible & Self-defined Rebate Mode

Self-define how many layers to rebate and its rebate parameters for each layer. Furthermore, everyone's parameter can be set different to provide the greatest flexibility for brokerages.

Flexible & Self-defined Rebate Mode

Powerful Reports & Filter Functions

Statistics and data queries are very important and frequent usage scenarios, we provide diversified data reports and filter functions to satisfy brokerges different requirements.

Powerful Reports & Filter Functions

Diversified Interaction Methods

Enable interactions between clients and brokerages via email, SMS, ticket, telegram bot, livechat, internal msg and popup msg, etc.

Diversified Interaction Methods

Self-defined KYC Contents

Know Your Customer, a very important scenario for compliance and regulation, you can customize or self-define different KYC contents for customers in different language countries.

Self-defined KYC Contents

Multi-Domain Names To Login CRM

Set up multiple domain names for CRM, no matter which one to click, finally visit to the same target, therefore enhance the reliability of CRM.

Multi-Domain Names To Login CRM

Classification & Permission For Users

Classify CRM users into roles and set different access permissions. Sending messages or opening thrid-party payment channels to designated roles etc.

Classification & Permission For Users

Promotion Link For Marketing Events

Create promotion links for different marketing activities, channels, or introducing brokers, so as to evaluate marketing effectiveness.

Promotion Link For Marketing Events

Tree-Map Of Customer Relationship

A complete and clear customer tree-map for brokerages to browse the superiors and subordinates between different customers.

Tree-Map Of Customer Relationship

Filtering With Account Range

Set the range of viewing data for a CRM manager to isolate his permission. Or filter the data of a specified IB or user's subordinates with account range.

Filtering With Account Range

Multi-Reviewers To Strengthen Internal Management

Multi-reviewers can be set for KYC, deposit, withdrawl, leverage and commission reviewing senarios to strengthen brokerages' internal managment.

Multi-Reviewers To Strengthen Internal Management

PAMM Service Integrated Into CRM

PAMM funding mode, also known as a trust & scocial trading service, can be integrated into CRM to facilitate brokerages' AMC business.

PAMM Service Integrated Into CRM