MT4 CRM
A client workspace for MT4 brokers. Use it to handle the client side of a request and hand off trading account checks to a specialist with access to MT4 Web Manager.
Capabilities
- 01
Client context
Start with the client and the MT4 account connected to their question. This gives the support team a clear starting point.
- 02
Request review
Clarify the topic and gather the account login, instrument and time if the request involves a trading operation.
- 03
Manager handoff
Ask the MT4 Web Manager team to verify the trade details. Use the confirmed result when replying to the client.
ILLUSTRATIVE SCENARIO
Example workflow
Answer a client’s question about MT4 activity
Example inputs
- MT4
- REQ-042
- 104208
- Confirm which account and time period the client is asking about.
- Ask the account manager to check MT4 history.
- Prepare a reply using the confirmed result.
Setup
Choose a request type for the demo and prepare an anonymized example. Identify who owns the request and who can verify the account activity.
Common questions
Which CRM edition should I choose?
Use MT4 CRM for your MT4 client workflow. A separate application is available for MT5.
Where should I check account history?
Use MT4 Web Manager to verify the trading record.