CRM
Forex Sales CRM
Sales pipeline and conversion tools for forex broker sales teams.
Overview
What it does
Sales-focused CRM for forex brokerages. Track pipelines, follow-ups, and conversions. Built for IB and affiliate managers and inside sales teams who need conversion visibility, not another spreadsheet.
Who it’s for: Broker sales desks, IB managers, and growth teams.
Key features
- Pipeline management
- IB & affiliate tracking
- Conversion analytics
- Follow-up automation
- Commission tracking
Outcomes
What teams get when this is live
Higher lead-to-funded conversion
Transparent IB performance
Consistent follow-up cadence
Related
Pair with these products
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CRMForex CRM
Complete CRM built for forex brokers: leads, KYC, trading accounts, and back-office in one place.
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CRMProp CRM / Funded Trading CRM
CRM for prop firms and funded trading programs: challenges, payouts, rules.
See Forex Sales 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.