Open Fields CRM powered by Straits Financial
Open Fields CRM presented by Straits Financial is the only CRM application on the market designed exclusively with the futures and options trader in mind. With advanced security and deep integration with Straits Financial, Open Fields CRM will augment your firm's CFTC cyber security program. This system removes the liability associated with sending account documents and transaction reports over email. Best of all… it is fully responsive and works in your mobile browser, allowing you to carry all of your critical customer data in your pocket!
Trading Features Include
- Secure Customer Document Portal
- Automatic Equity data download
- Position reporting tools
- Cash History Reports
- User level access controls.
- Auto logging of Daily and Monthly Statements
- Log and securely submit incoming and outgoing transactions to Straits
- New Account Document tools allows you to easily track and securely submit account documents to Straits Financial
Traditional CRM Features Include
- Email integration
- Sales Dashboard
- Automatic Contact Reminders
- Activity Tracking
- Employee time clock
- Lead Lists and rapid call lists.
- Data imports
- Google maps Integration
- Advanced search and customer tagging tools
- Website Integration
- Address Validation Services using Smarty Streets
- Contact and Customer Management
- Calendar Integration
Want to try out OpenFields CRM for yourself? Fill out the form below to get started today!