Frequently Asked Questions
Here you can find answers to general questions about our company.
What is Robo CRM and how is it different from generic CRMs?
Robo CRM is built specifically for brokerages, offering features like tier automation, lead routing, compliance tools, and multi-brand control, all in one place.
Can I manage multiple brands or domains from one CRM?
Yes, Robo CRM supports multi-brand operations, allowing you to manage separate domains, teams, and client bases from a single admin panel.
What are the key features of Robo CRM?
Robo offers trader and agent dashboards, customizable tiers, permission controls, VoIP and payment integrations, audit logs, embedded KYC workflows, and real-time performance tracking.
What kind of trading platforms does Robo offer?
Robo Trader is a high-speed, white-label trading platform with real-time execution, customizable UI, and integrated deposit methods for Forex, crypto, and more.
What are trader tiers and how do they work in Robo CRM?
You can define trading tiers based on behavior or deposit level. Each tier can have custom spreads, UI access, and benefits, applied automatically.
Can I customize the UI of the platform with my brand?
Yes, both the CRM and trading platform are fully brandable with your domain, logo, and styling.
Does Robo support automated trading strategies?
Yes, Robo Trader supports rules-based and AI-enhanced trading tools for automation and performance.
Do I need to download this CRM or can I access it via any browser?
You can access Robo CRM directly via browser. A desktop version is also available.