A forex CRM that runs your whole brokerage
Manage leads, clients, KYC, deposits, withdrawals, introducing brokers and reports in a single back office that connects directly to MT4 and MT5.
Türkçe · العربية · 中文 · Bahasa Indonesia
| Client | Country | KYC | Deposit | Stage |
|---|---|---|---|---|
| Ahmet Y. | 🇹🇷 TR | Verified | $5,000 | Active |
| Priya S. | 🇮🇳 IN | Pending | $1,200 | Onboarding |
| Omar K. | 🇦🇪 AE | Verified | $25,000 | VIP |
| Nur A. | 🇲🇾 MY | Verified | $2,750 | Active |
| Bima P. | 🇮🇩 ID | Review | $900 | Lead |
What is Forex CRM?
Our forex CRM is the system that runs your brokerage's relationship with every client — from the moment a lead arrives to years of active trading. It brings together lead management, registration, KYC, deposits and withdrawals, trading-account creation, introducing-broker commissions, support and reporting in one place.
The CRM connects directly to MT4, MT5 and other platforms, so when a client is verified and deposits, their trading account is created and funded automatically. Your sales, support, compliance and finance teams each get the views and permissions they need.
Who it's for
- New brokers that need a complete back office from launch
- Brokers replacing spreadsheets or several disconnected tools
- Multi-brand groups managing several entities
- Brokers with large IB and affiliate networks
What's included
Client Management
Full client profiles, account history, notes and communication in one place.
Automated KYC
Digital onboarding with document upload, verification workflows and AML checks.
Payments
Integrate cards, bank wires, e-wallets and crypto gateways with auto-approval rules.
IB & Affiliate Module
Multi-level IB structures, rebate plans and real-time commission tracking.
Sales Pipeline
Lead distribution, sales desks, tasks and conversion analytics for your team.
Reports & Analytics
Deposit, volume, revenue and retention dashboards with export to Excel.
One back office for every team
Sales, support, compliance, finance and management all work in the same system — with role-based permissions so everyone sees exactly what they need.
- Direct MT4 / MT5 API integration
- Role-based staff permissions and audit logs
- Email, SMS and in-app notifications
- Multi-language and multi-currency support
How Forex CRM works
Map your workflows
We document your onboarding, KYC, payment approval and IB processes.
Configure the CRM
Brand, languages, account types, KYC levels, payment methods and staff roles are configured.
Integrate platforms and payments
The CRM is connected to your trading servers, payment providers and KYC provider.
Train your team
We train sales, support, compliance and finance teams and support you after launch.
Forex CRM at a glance
| Modules | Leads, clients, KYC, payments, accounts, IB, support, reports |
| Client portal | Branded trader's room (web and mobile) |
| Platform integration | MT4, MT5 and other supported platforms |
| Languages | Multilingual, including RTL languages |
| Security | 2FA, role-based permissions, audit log |
| Integrations | Payment gateways, KYC providers, email/SMS, REST API |
Forex CRM — common questions
Yes. The CRM comes with a branded trader's room where clients can open accounts, deposit, withdraw and transfer funds.
We integrate with a wide range of card processors, e-wallets, local payment methods and crypto gateways. New integrations can be added on request.
Yes. The CRM supports multiple brands and entities from a single installation.
Data is encrypted in transit and at rest, hosted in secure data centres, with two-factor authentication for staff.
Ready to launch your brokerage?
Talk to our team and get a tailored proposal within 24 hours.