CRM Dashboard
Manage leads, KYC & operations
Credentials
Emailadmin@fxtrust.com
PasswordAdmin@123
Broker Infrastructure
Forex CRM.
Built for Scale.
Centralize your brokerage operations with an enterprise-grade CRM designed for high-volume data and rapid scaling. Convert more leads and automate compliance workflows from a single, secure interface.
99.9%
Uptime SLA
7–10
Days to Deploy
100+
Integrations
24/7
Infrastructure Monitoring
Why Forex CRM
Why Forex CRM?
The Forex CRM is a mission-critical platform for modern brokers, fintech founders, and sales teams. Purpose-built for the unique complexities of financial trading.
Optimized Sales Pipeline
Use automated lead distribution to ensure your best sales reps are handling the highest quality leads.
Compliance & KYC Automation
Integrated modules for document verification significantly reduce manual labor and human error.
Seamless Trading Server Sync
Real-time updates from MT4/MT5 ensure your back-office data always matches the trading floor.
Scalable IB/Affiliate Modules
Manage complex multi-level commission structures and track payouts with absolute precision.
Granular Role Permissions
Maintain security by restricting staff access to sensitive data based on their specific roles.
Performance Analytics
Visual dashboards provide instant insights into deposit trends, withdrawal ratios, and ROI.
Retention Marketing
Use built-in communication tools to target dormant accounts and encourage re-deposits.
Try Live
Test drive the CRM before you commit.
Explore the administrative dashboard with demo credentials. See client management, lead tracking, and compliance tools in action.
White Label Branding
Your Brand.
Your CRM.
Our CRM is designed to be invisible to your clients while empowering your staff. The interface is fully white-labeled to match your internal corporate identity.
Staff Portal Branding
Customize the administrative dashboard with your company colors and logo for a professional internal workspace.
Custom Reporting Templates
Generate branded PDF reports and statements for your clients and regulatory bodies.
Integrated Communication
White-label all system-generated messages, including automated emails and SMS notifications for lead status changes.
Custom Field Management
Tailor the CRM database to collect the specific data points required for your region's compliance and sales strategy.
Infrastructure
AES-256
Data Encryption at Rest & In Transit
4 Regions
London, Singapore, New York, Frankfurt
99.9%
Availability SLA with Automated Failover
Platform Features
Comprehensive Tools for Every Facet
Comprehensive tools to manage every facet of your brokerage business.
Client Card
Centralized "Client Card" with full 360-degree history.
Multi-Account Management
Multi-account management (Live, Demo, Archive).
Approval Workflows
Deposit and Withdrawal request approval workflows.
Lead Source Tracking
Lead source tracking (UTM parameters) for marketing ROI.
KYC & Document Upload
Multi-tier document upload (POI, POR, etc.) with automated blacklist and PEP screening.
API & Integrations
RESTful Web API, native connectors for MT4/MT5/cTrader, and support for 50+ global PSPs.
Setup Process
Launch in 10 Days
From initial configuration to live deployment in under two weeks.
1
Requirement Mapping
Staff roles and data field configuration (Days 1-2).
2
Server Connectivity
Linking the CRM to your MT4/MT5 environment (Days 3-4).
3
Branding & Styling
Applying your logo and internal color scheme (Days 5-6).
4
UAT & Training
Staff training and workflow testing (Days 7-9).
5
Go-Live
Production deployment and lead ingestion (Day 10).
Pricing & Setup
What's Included
Our pricing is designed to scale with your business, moving from a fixed entry fee to a flexible model based on your account volume.
CRM Dashboard
Full CRM administrative dashboard access.
KYC Module
Basic KYC module and document storage.
Server Connectivity
Connectivity for active trading server(s).
Staff Accounts
Unlimited Staff accounts with role-based access.
Payment Integration
Integration with standard payment gateways.
Updates & Support
Monthly security updates and bug fixes.
Frequently Asked Questions
Everything you need to know about our Forex CRM platform.
A standard setup typically takes 7 to 10 business days, assuming your trading server (MT4/MT5) is already active. This includes the configuration of basic staff roles and standard payment gateways.
Yes. The CRM allows you to set granular KYC rules and document requirements based on the lead's country of residence, ensuring you stay compliant with various local regulations.
Absolutely. We provide Web APIs and iframes for registration forms, allowing lead data to flow instantly from your website into the CRM sales pipeline.
Our enterprise infrastructure is designed to scale from hundreds to over 100,000 accounts without performance degradation, utilizing optimized database structures.
You will need an active trading server license (like MT4/MT5) and a registered corporate entity to begin the integration of payment gateways and KYC modules.
We provide role-based access control (RBAC). You can hide sensitive data like phone numbers or emails from junior staff, and all data exports require admin-level approval with logged activity.
Launch Your Forex CRM in 10 Days
Take control of your sales funnel and back-office with our turnkey CRM solution.
Get Started