Broker Features
Customizable Manuals
Barter21 supplies complete user manuals for the software. Management side manuals plus client side manuals you can customize with your logo and contact information for your members. In addition we supply an editable broker training manual plus an ever-expanding library of marketing materials you can use for your business.
Content Management*
Barter21’s content management feature allows you to change the text of your website. Start by branding the site with your logo and colors. (Not unprofessional "skins" that look like your 16 year old nephew designed the site) Customize and modify the content of your website anytime. You can also choose to edit the messages with the click of a button for transaction receipts, declined transactions, declined credit cards and other day-to-day operation system generated messages.
Daily Trading Floor Blasts
New product and service offers are generated by the Trading Floor and sent to your members in a clean, easy to read email. Additionally, you can create a different daily message to be sent to your members along with all of the new trade offers from all members of all exchanges from the previous day or week. For example, if you want to feature a member a day, you can pre-set the emails each day to include a different featured member. How much can that increase your trading volume?
BrokerBlast*
Barter21 gives you the ability to send a blast email to all brokers subscribing to any level (except stand-alone) of the software. Looking for something? Have a million widgets to get rid of? An email blast to all brokers gets deals done fast.
Capture Prospective Members
Prospective members can request more information right on the website. Exchanges are notified of new prospects interested in joining your exchange right in your inbox with other emails and notifications that require your attention.
From the management side, you can put a prospect into a mailing or email series that can generate more interest. Or assign prospects to your sales team for follow-up using the built-in CRM system.
Easily convert a prospect to a member without having to re-enter all of their information. by adding just a few additional fields of information.
Contact Management Capabilities*
Barter21 gives you more than just the basic client information. Store information such as birthdays and anniversaries. Keep notes on spouses and children. Track mailings and contacts.
Barter21 also offers lead capture and management. Collect information from visitors to your website. Enter new contacts to your prospect database. Track calls, appointments, mailings - all with one easy software.
*Coming Soon!
