The CRM and Lead Management Solution for Brokerages

The Modulus Brokerage CRM and Lead Management solutions give brokerages the power to distribute, track and manage brokerage client leads in real-time. Capture leads from any lead source in one, easy-to-use, easy-to-implement, automated solution.

Our solutions combine powerful Lead Management and Lead Distribution

Brokerage Lead Distribution

Increase closing rates and the efficiency of the sales process by reducing contact times. With just one training session you can leverage the system to improve conversion rates.

The Modulus Brokerage CRM and Lead Management solutions give brokerages the power to distribute, track and manage brokerage client leads in real-time. Capture leads from any lead source in one, easy-to-use, easy-to-implement, automated solution.

  • Deliver internet leads and phone calls in seconds
  • Distribute leads based on zip, postal, and more
  • Capture leads and phone calls
  • Score leads and integrate website analytics
  • Integrates with any CRM or existing software
  • Track ROI from leads in real-time
CRM

Brokerage Lead Management

Increase closing rates and the efficiency of the sales process by reducing contact times. With just one training session you can leverage the system to improve conversion rates.
  • Nurture leads and improve new account signup performance
  • Customize nurture campaigns
  • Integrates with ClientBase
  • Integrates with Outlook

Designed for Brokerages

We designed this CRM and Lead Management solution for the unique needs of stocks, futures, and forex brokerages. Sales reps respond to leads quickly and have full control over the entire sales cycle from lead qualification to opening new trading accounts. Take the guess work out of opening new accounts. With the Modulus Brokerage CRM and Lead Management solutions, you can be assured that your sales team will never miss an opportunity and no lead will ever be neglected.

Lead Management

Integration and Reporting

  • Integrate With Any CRM or Lead Management System
  • API Capabilities for CRM or Lead Management Integration
  • Internet Lead Import System
  • Custom, Real-Time, and Pivot Grid Reports

Capture Leads

  • Collect and Validate Internet Leads Instantly
  • Manage Lead Sources
  • Phone Routing and Lead Routing
  • Collect and Route Phone Calls Instantly

Qualify Leads

  • Validate and Score Leads
  • Get Real-Time Lead Score Results
  • Validate Lead Sources
  • Phone Scoring and Phone Routing Solution with Live Transfer

Distribute Leads

  • Distribute Leads or Route Phone Calls Into Any CRM or Lead Management Solution
  • Route Leads via: Round Robin, Weighted, Percentage Lead Distribution
  • Ping and Post, HTTP Post, Get, and More...
  • Lead Distribution via: Zip, Postal, Area Code, and More...

Market to Leads

  • E-Mail Marketing and Drip E-Mail
  • Website Analytics and Lead Analytics
  • Phone Routing and Qualification Solution
  • Lead Management and Lead Nurture

Analyze Leads

  • E-Mail Marketing and Drip E-Mail
  • Website Analytics and Lead Analytics
  • Phone Routing and Qualification Solution
  • Lead Management and Lead Nurture

Get Started with Brokerbase CRM >

Why Choose Modulus?

Modulus is a financial technology company. While that may not sound like a real differentiator, it is. It means that our solutions come from our years of experience in the financial technology industry. Our products and services are provided by developers and engineers who have first-hand trading experience. Everyone here at Modulus speaks your language.

Read more about us.