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A specialised, turnkey Forex CRM — manage your brokerage business from a single platform

Scale up your brokerage business, automate compliance and increase deposit volumes with a CRM system designed specifically for the Forex market. Our solution combines a trader’s personal account, deep integration with trading platforms and powerful tools for the sales department and affiliate networks.

Why aren’t standard CRMs suitable for Forex?

Traditional CRM systems only automate correspondence and calls. Forex CRM manages your key assets: trading servers, financial flows and affiliate networks (IBs). It links client actions in their personal account to MetaTrader and payment gateways in real time.

Traditional CRMCorrespondence and calls

Forex CRMTrading servers, financial flows and affiliate networks (IBs)

Key modules and features

Seamless integration with MetaTrader

Forget about manual data transfer. Automate the synchronisation of your CRM with trading servers.

Instant account opening: Live and demo accounts are created on MT4/MT5 servers immediately after the client clicks.
Real-time synchronisation: Balance, equity, margin and trade history are displayed in the trader’s personal account.
Flexible account settings: Change leverage, update passwords and manage account types without administrator intervention.

Trader’s Room

A modern, responsive and intuitive interface that keeps clients engaged.

Fast verification (KYC/AML): Built-in modules for uploading documents. Option to integrate with automated verification services (Sumsub, etc.) to minimise rejections.
Wallet management: Instant internal transfers between a client’s trading accounts.

Smart Payment Hub (PSP Integration)

Ensure seamless payment processing worldwide.

Multi-currency gateways: Integration with dozens of fiat payment systems, bank cards and cryptocurrency processors (USDT, BTC, ETH).
Cascading payments: If an acquiring bank rejects a transaction, the system automatically redirects the payment to a backup gateway, preserving the conversion.

Multi-level module for partners (Introducing Broker)

Launch a powerful source of free traffic using advanced IB functionality.

Complex referral networks: Set up multi-level affiliate programmes (Sub-IB) with customised terms.
Automatic commission calculation: Pay partners based on traded lots (lot-based) or a percentage of the spread (revenue share).
Partner dashboard: Ready-made referral links, banners, promo codes and transparent analytics for your agents.

Sales Funnel for Sales & Retention

Convert registrations into deposits more quickly and efficiently.

Intelligent Lead Routing: Automatic distribution of leads amongst managers based on language, country, traffic source or workload.
Forex-focused funnel: Tracking of specific stages: Registered → Passed KYC → Made first deposit (FTD) → Repeat deposit (Retention).
Integrated telephony (VoIP): One-click calls to clients directly from the client profile, automatic call recording and manager performance analytics.

Security and Risk Management

Protect your brokerage business from internal and external threats.

Database leak protection: Segregation of access rights. Managers can only view their own clients and cannot export the database.
Anti-fraud controls: Detection of multiple accounts, identical IP addresses and suspicious trading (arbitrage) activity.
Comprehensive audit: Logging of every action taken by staff and clients within the system.