Overview

What it does

A full-featured CRM designed for forex brokers. Manage leads, KYC/AML, trading accounts, and back-office operations from a single platform. Streamline onboarding and compliance so sales and ops share one source of truth.

Who it’s for: Forex and CFD brokers launching or consolidating their back office.

Key features

Lead management
KYC/AML workflows
Trading account linking
Back-office automation
Multi-brand support

Outcomes

What teams get when this is live

Faster client onboarding

Fewer handoffs between sales and compliance

Clear audit history on KYC cases

CRM
Forex Sales CRM

Sales pipeline and conversion tools for forex broker sales teams.
CRM
Prop CRM / Funded Trading CRM

CRM for prop firms and funded trading programs: challenges, payouts, rules.

See Forex CRM in a live walkthrough

We’ll map it to your brokerage or prop model and show how it fits with the rest of the stack.

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