A forex CRM built around how a brokerage desk actually works

Leads arrive from imports, from partners and from your own website, and each one carries its source and its campaign label so marketing spend can be judged on closed business rather than on form fills. 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.

Opening a client shows everything in one place: their trading accounts and balances, their wallet, their deposits and withdrawals, their open and closed trades, their verification documents, every call your team has logged, every note, and a timeline of what has happened on the account.

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 by card and e-wallet credit instantly. Bank wires and crypto deposits are held for your team to review and approve, because a wire that has not cleared must never appear as tradable balance. Withdrawals always pass through an approval queue with full history.

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.

Access is scoped by role. Admins, managers, retention agents and sales agents each see exactly their own book, and agent level scoping means one salesperson cannot browse another's clients.

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 rather than in somebody's memory.

The desk gets an AI briefing across the book and a per client brief that summarises the relationship before an agent picks up the phone, plus a free form assistant that answers questions about clients, accounts and pipeline from live data rather than from a generic model of the market.