Forex CRM
Experience a powerful, fully customizable Forex CRM designed to streamline operations, enhance client retention, and drive new acquisitions. Optimize efficiency while saving time and costs.
Forex CRM
Experience a powerful, fully customizable Forex CRM designed to streamline operations, enhance client retention, and drive new acquisitions. Optimize efficiency while saving time and costs
200+
satisfied clients
worldwide
327
current integrations
300+
payment providers
15+
years of CRM expertise
A Comprehensive Forex CRM Platform
Back Office
A fully automated and customizable back-office solution tailored for forex brokers. Unlock client insights and enhance customer service with advanced, professional tools.
Client Area
A dedicated client portal that offers all the essential information for managing accounts, transactions, and documents—your ultimate tool for client retention.
Partner Area
A cutting-edge partner portal designed to empower Introducing Brokers and affiliates to attract clients, run campaigns, monitor statistics, and more!
B2B CRM
Increase business efficiency, build better connections with your potential business partners, drive revenue and track all your interactions in the same place.
Service Desk
Quickly and easily handle your customer’s enquiries, issues and requests. Leverage our powerful CRM solution to build lasting client relationships.
The best sales tools at your fingerprints
Sales
- Lead and client follow up system
- Different status allocation of Leads for refining conversion
- Customizable accesses for your sales team
- VOIP calls directly from the system
- Automatic Recording and storage of all VOIP calls
IB management
- Support for multi-level partnership programs
- Create referral lists with search functions
- Create partnership links
- Gain access to comprehensive link statistics
- Offer IBs local deposit functions
- Create custom promotional content with campaign banners in various sizes
- IBs can easily transfer funds between to their referrals with ease
Marketing
- Over 60 automated emails connected to client actions
- Mass mail options
- Instant translation tool
- Campaign management and statistics
- Brand customization and more!
Finance
- Deposits and withdrawals of money or bonuses
- Third party transfers prevention mechanism
- Over 300 payment systems connected
- Internal money transfers between own accounts
- Clients can easily transfer funds between their trading accounts
Compliance
- KYC integrated process
- Specific and complex Client monitoring
- Complete 'company document' area
- Risk warning placement
Sales
- Lead and client follow up system
- Different status allocation of Leads for refining conversion
- Customizable accesses for your sales team
- VOIP calls directly from the system
- Automatic Recording and storage of all VOIP calls
IB management
- Support for multi-level partnership programs
- Create referral lists with search functions
- Create partnership links
- Gain access to comprehensive link statistics
- Offer IBs local deposit functions
- Create custom promotional content with campaign banners in various sizes
- IBs can easily transfer funds between to their referrals with ease
Marketing
- Over 60 automated emails connected to client actions
- Mass mail options
- Instant translation tool
- Campaign management and statistics
- Brand customization and more!
Finance
- Deposits and withdrawals of money or bonuses
- Third party transfers prevention mechanism
- Over 300 payment systems connected
- Internal money transfers between own accounts
- Clients can easily transfer funds between their trading accounts
Compliance
- KYC integrated process
- Specific and complex Client monitoring
- Complete 'company document' area
- Risk warning placement
Trading platforms
300+ other integrations
Discover why we’re the industry’s leading Forex CRM provider
Flexible and customizable
Our products are fully customizable. If you can imagine it, we can create it.
Scalability
Support
Reliability
Stability
Our founders and team have been building forex CRM systems for over 15 years.
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What our clients say
