{"id":736,"date":"2021-05-05T17:49:00","date_gmt":"2021-05-05T17:49:00","guid":{"rendered":"https:\/\/ibkrcampus.eu\/glossary-terms\/crm\/"},"modified":"2021-05-05T17:49:00","modified_gmt":"2021-05-05T17:49:00","slug":"crm","status":"publish","type":"glossary-terms","link":"https:\/\/www.interactivebrokers.eu\/campus\/glossary-terms\/crm\/","title":{"rendered":"CRM"},"content":{"rendered":"
    \n
  1. Client Relationship Management. An automated system designed to help companies manage their interactions with current and future clients.<\/li>\n
  2. Interactive Brokers\u2019 Client Relationship Management (CRM) system, which allows Advisors and Introducing Brokers to easily store and view information about their clients, prospects and contacts. The database-driven CRM is a convenient way for Advisors and Introducing Brokers to view and update information for all current clients, prospective clients, and contacts from a single screen in the Portal.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

    Client Relationship Management. An automated system designed to help companies manage their interactions with current and future clients. Interactive Brokers\u2019 Client Relationship Management (CRM) system, which allows Advisors and Introducing Brokers to easily store and view information about their clients, prospects and contacts. The database-driven CRM is a convenient way for Advisors and Introducing Brokers […]<\/p>\n","protected":false},"featured_media":0,"parent":0,"template":"","meta":{"_acf_changed":false,"footnotes":""},"traders-glossary":[162,157],"class_list":{"0":"post-736","1":"glossary-terms","2":"type-glossary-terms","3":"status-publish","5":"traders-glossary-trading-terms-c","6":"traders-glossary-trading-alphabet"},"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"yoast_head":"\nArchives Term | IBKR Glossary | IBKR Campus<\/title>\n<meta name=\"description\" content=\"Client Relationship Management. 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