CORE SERVICES

Forex CRM System

A purpose-built Forex CRM platform that manages your entire brokerage operation — client onboarding, KYC, deposits, IB management, and reporting in one place.

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Forex CRM Dashboard
FOREX CRM

Complete Brokerage Management

Our Forex CRM is built specifically for FX brokerages — automating the full client lifecycle from registration and KYC to deposit, trading, and withdrawal while giving your team real-time oversight.

  • ✓ Client Portal:Branded client-facing portal for account management, deposits, and withdrawals.
  • ✓ KYC & Compliance:Automated document collection, verification workflow, and AML screening.
  • ✓ MT5 Integration:Real-time sync with your MT5 server — account creation, balance, and trade data.
  • ✓ IB Management:Multi-level IB tree with automated rebate calculation and payment processing.
  • ✓ Admin Dashboard:Full operational oversight — client activity, deposits, P&L, and team management.
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CRM Dashboard
CRM FEATURES

Everything a Brokerage Needs

👤

Client Management

Complete client profiles, trade history, document storage, and communication logs.

💳

Deposit & Withdrawal

Integrated payment gateways with automated approval and reconciliation workflows.

🤝

IB / Affiliate Module

Multi-level referral tree with real-time rebate calculation and partner dashboard.

📊

Sales CRM

Lead pipeline management, task assignment, and automated follow-up sequences.

📑

Reports & Analytics

Daily, weekly, and monthly reports on deposits, withdrawals, trading volume, and more.

🔐

Role-Based Access

Granular permissions for admin, compliance, sales, and support team members.

Ready to Launch with Our Forex CRM?

Get a live demo of our Forex CRM system and see how it transforms your brokerage operation.

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