Category: CRM
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Why Traditional CRMs Fail in the Forex & CFD Industry
Most traditional CRM systems were originally designed for generic sales-driven industries such as retail, SaaS, or real estate. Their core focus is managing leads, tracking communications, and supporting linear sales funnels. However, the Forex and CFD industry operates under an entirely different logic. Forex brokers must handle thousands of active clients, real-time trading positions, pending
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