A forex CRM built around how a brokerage desk works

In a brokerage the close is only the start: the client funds an account, trades, deposits again, withdraws and, if nobody looks after them, leaves. The numbers that matter to an agent, such as equity, margin level, open positions and the last deposit, live in the trading platform, which a general CRM cannot see.

Bolting one onto a trading platform means an integration that copies data back and forth, and the copy is always a little out of date. A forex CRM built with its platform reads the live account, so the agent on the phone sees what the client sees.

Sub sources are free text, which means a new campaign can be tracked the day it launches without waiting on a schema change.

Leads are assigned to agents, moved through statuses and measured through a conversion funnel. Demo requests submitted on your marketing site land in the same pipeline automatically, already attributed.

Because the CRM and the trading platform share a database, the numbers are the live ones. An agent looking at a client during a call sees the same equity the client sees in the terminal at that moment.

Deposits through the online checkout credit as soon as they are paid, and deposits by bank wire and other methods wait for your team to review and approve them, so money that has not cleared never appears as tradable balance. Withdrawals go through instantly or pass an approval queue with full history, as you choose.

Bonus and promotion campaigns issue non withdrawable credit that is tracked separately from real money and can be revoked, so a client's withdrawable balance is never confused with a marketing incentive.

Withdrawals stay blocked until a client is verified, so no money can leave to an unverified account. Admins can also upload or replace a document on a client's behalf, for papers that arrive by email.

Your know your customer (KYC) and anti money laundering (AML) policies are written with your compliance officer. What the CRM gives you is the record that you followed them: who reviewed each document and when, who approved each payment, and what changed on each account.

Retention and sales agents each see only their own book, and agent level scoping means one salesperson cannot browse another's clients. Managers and admins see wider views according to their role.

Credential handling uses an encrypted vault with role based reveal, and every sensitive action writes an activity log entry naming the actor, the target and the time. When a client asks who changed something, the answer is in the record.

Agents see the same reports for their own book only, so a retention manager can track their own net deposits without seeing a colleague's.

Each introducing broker gets referral links, every client they bring is attributed to them, and a multi-level IB module pays a commission per lot across up to five partner levels. Partners follow their own referrals and earnings in a portal inside the terminal, and see nothing else.

Published CRM and platform prices are collected on our cost page.

This CRM is not sold separately. It comes with the trading terminal and the mobile app on every plan, from $1,250 a month flat, with no setup fee and no revenue share.

Starter is $1,250 a month for up to 1,000 active clients and Growth is $2,500 a month for up to 10,000, and Enterprise is quoted on request. There is no setup fee and no revenue share, and when you sign, your first month is free.

Compare that with the market. A standalone forex CRM costs $500 to $20,000 a month on published price lists, before the trading platform it needs and the work of connecting the two. Add those up at your client count before you compare any two quotes.

You do not have to take any of this on trust. The free forex CRM demo runs for 14 days and sends you logins for the back office and the trading terminal by email, so your team can work leads, review documents and approve deposits before you pay anything.

Ask each vendor to show you the answer on screen rather than describe it.

If you are moving the whole brokerage, switching platforms carries your leads, clients, balances and trade history across, so agents pick up where they left off.