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Intivion

Intivion enhances the efficiency of forex brokerage activities by offering a cohesive platform that includes CRM capabilities, affiliate management, and automat...

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Intivion enhances the efficiency of forex brokerage activities by offering a cohesive platform that includes CRM capabilities, affiliate management, and automat...

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Product Overview

Intivion enhances the efficiency of forex brokerage activities by offering a cohesive platform that includes CRM capabilities, affiliate management, and automation features designed for sustainable growth. This solution facilitates client onboarding, monitors sales progress, and fosters communication all within a single framework. Although customer support response times can fluctuate during busy periods, its centralized architecture and extensive operational capabilities render it a viable option for brokerages.

Product Details

What Is Intivion?

Intivion is an innovative web-based platform tailored for brokerage technology, specifically designed for forex and CFD brokers to effectively manage and expand their operations. This solution is mainly utilized by financial institutions, trading companies, and emerging startups that are establishing brokerage services. Key functionalities of the platform include a CRM system, a Trader’s Room (client portal), IB/affiliate management, and payment integration.

The platform centralizes essential business operations into a cohesive system, allowing firms to streamline client onboarding processes, oversee trading activities, and enhance operational workflows. By merging various functions into a single ecosystem, Intivion empowers brokers to boost efficiency, improve visibility, and foster business growth.

How Much Does Intivion Cost?

The pricing for Intivion generally ranges from $150 to over $500 per user per month. This estimate is based on industry standards for enterprise-oriented forex CRM and brokerage management platforms that feature integrated client portals, affiliate management, and tools for brokerage operations.

This pricing range serves as a guideline for budgeting purposes; actual expenses may vary depending on factors such as the number of users, chosen modules, integrations with trading platforms, and the extent of implementation.

  • Implementation And Onboarding: $5,000–$20,000+ - This includes initial brokerage setup, workflow configuration, branding efforts, and training for CRM, Trader’s Room, and affiliate systems.

  • Trading Platform And Payment Integrations: $2,000–$10,000+ - Covers connections to MetaTrader/cTrader platforms, payment gateways, KYC tools, and additional brokerage infrastructure.

  • White-Label/Client Portal Customization: $3,000–$15,000+ - Encompasses custom branding efforts, UI alterations, and enhancements tailored to trader dashboards.

  • Advanced Compliance/Reporting/Automation Modules: $500–$5,000+/month - Offers further analytics capabilities, regulatory workflows, automation rules, and comprehensive reporting features.

Feel free to request a personalized cost estimate for your business regarding Intivion.

Disclaimer: Pricing information is derived from publicly accessible third-party sources and industry benchmarks. Actual costs may differ.

Intivion Integrations

This software seamlessly integrates with several third-party applications including:

  • SafeCharge

  • Voiso

  • VoguePay

  • ZotaPay

  • Skrill

  • Masterpay

  • 3CX

Request a demonstration of Intivion to explore its features and assess compatibility with your systems.

Who Is Intivion For?

The software is suitable for a diverse array of industries and sectors such as:

  • Forex trading

  • CFD trading

  • Financial services

  • Brokerage services

  • Fintech

  • Capital markets

  • Investment services

Is Intivion Right For You?

If you are in search of an all-inclusive forex brokerage platform that integrates CRM, affiliate management, and automation features to enhance operational efficiency, Intivion may be the solution you need. It consolidates operations into one system to minimize fragmented workflows while automating sales processes and enhancing overall client lifecycle management. This approach supports accelerated growth and improved conversion rates.

Designed with a robust infrastructure and scalable architecture in mind, it can accommodate high-volume operations as well as the evolving demands of growing brokerages.

If you still have questions about whether Intivion suits your needs, reach out to our customer support team at info@softwareseekers.com for assistance in making the right choice.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✘ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✔ lead management
✘ market position
✘ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✔ email integration
✘ fundraising tools
✘ project templates
✘ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✘ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
✘ crm for real estate
✘ crm for restaurants
✘ crm for sales teams
✘ crm for wholesalers
✘ customer management
✘ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
✘ online crm software
✘ reporting analytics
✘ resource allocation
✔ workflow automation
✘ android crm software
✘ banking crm software
✘ crm for associations
✘ crm for distributors
✘ higher education crm
✘ inventory management
✘ it ticketing systems
✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✔ customer segmentation
✘ membership management
✘ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
✘ financial crm software
✘ guest intelligence crm
✘ multi currency support
✔ opportunity management
✘ performance management
✘ sales enablement tools
✔ analytics and reporting
✘ consulting crm software
✘ crm for media companies
✔ customer servicesupport
✘ customizable dashboards
✘ enterprise crm software
✘ recipe menu engineering
✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
✘ sales tracking software
✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
✘ crm for marketing agency
✘ crm for mortgage brokers
✘ crm for rental companies
✘ customer service support
✔ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
✘ crm for real estate agents
✘ customer support ticketing
✘ sales engagement platforms
✘ account management software
✘ channel management software
✘ contact management software
✘ crm for political campaigns
✘ crm for training management
✘ crm for workflow management
✘ email marketing integration
✘ sales acceleration software
✘ small business crm software
✘ auto dealership crm software
✘ crm for construction company
✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
✘ crm for social media marketing
✘ crm for health insurance agents
✘ crm for real estate wholesalers
✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Centralizes operations for improved business efficiency
  • ✔ Enhances conversion rates through structured pipeline tracking
  • ✔ Improves marketing performance with real-time data insights

Cons

  • ✘ Documentation gaps may hinder user workflows
  • ✘ Support responsiveness may vary across scenarios

Price

Professional

Custom

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

Yes, Intivion provides API access.

Intivion provides support via contact form.

The software integrates with the following third-party applications, including SafeCharge, Voiso, VoguePay, ZotaPay, Skrill, Masterpay, and 3CX.

No, Intivion does not have a mobile app.

Intivion supports the English language.

Intivion software serves a wide range of industries and sectors, including Forex trading, CFD trading, financial services, brokerage services, fintech, capital markets, and investment services.

Intivion pricing typically falls between $150 and $500+/user/month. Request a custom Intivion price quotation.