Forex Broker CRM Software: Complete Guide Forex Broker & Trading Technology, Software, Solutions & Services

Having worked in the financial services market for a long time, we do understand that for Forex brokers, time is money. UpTrader Forex CRM will be branded in accordance with your corporate identity and fully customised to suit the needs of your business. The CurrentDesk CRM system helps brokers automate inner processes and optimize sales and onboarding processes. The software enables a brokerage company to build a multi-level referral program, as the system is responsible for invoices and rewards. The product
is compatible with MT4, MT5, and other top-rated trading platforms. This solution jumps your interaction with clients to a brand new level.

forex crm software

If you are planning to start a forex brokerage or any other forex related business, you will find the technology and solution providers here. There are a couple of challenges although Broker CRM Mobile Apps are handy; they can’t accommodate everything that you get on desktop software. To access all the features, brokers, partners, and clients need to access desktop software only.


Most of these trading platforms are not that user-friendly especially when it comes to accessing different reports. The clients can distribute their funds from the wallet to all their trading accounts or put them back to the wallet. MT4 and MT5 are the most popular Forex trading platforms and are available through our white label solution. However, Impact CRM can integrate with other Forex trading platforms. CRM not only caters the need of your forex trading but also allows for integrations at various levels that are vital for a forex brokerage’s success.

forex crm software

One of its great advantages is that it can be integrated with a multitude of other tools that are not necessarily complementary to its use. Customize your workflows to track all aspects of the sales cycle, from lead gen to post-sale support. The FXOD CRM is pre-integrated with more than 70 payment forex options that just requires your merchant account credentials to start receiving payments. As a result, our FXOD CRM is seamlessly integrated to trading solutions. Increasing the speed of support response is the goal of your Support Department.

Feature Rich Client cabinet Design

A customer relationship management system (CRM) is an essential tool for any business that wants to keep track of its customers. Integration with trading platforms, such as enables brokers to perform various trading-related functions, including order placement, risk management, and exposure monitoring. Moreover, CRM provides API-as-a-service for integrations with your existing tools like; MT4/MT5, web and mobile trading platforms, trader’s room or any other relevant sources. CRM plays a crucial role in defining the success of your Forex trading firm. It helps you understand the forex market trading platforms and maintain engagement with various partners involved with your business. Your sales representatives can access the CRM database anytime and create workflows to automate repetitive tasks, allowing them to focus on negotiations with clients.

  • For instance, this module enables you to charge fees depending on the number of lots or transaction volume.
  • Monitor and accept fast crypto deposits and withdrawals through our payment plugins.
  • With an e-wallet, you can get access to your сryptocurrency through any device.
  • Our effective FXOD CRM generally encompass a whole range of activities, it also relies on working software capable of automating, tracking, and coordinating communication with customers.
  • CRM plays a crucial role in defining the success of your Forex trading firm.
  • With rapid referrals and a data-driven tracker of performance and commission, our forex CRM system gives you everything you need to excel.
  • Leverate is known as the premium provider of technologies for financial markets, and a Forex CRM solutionis among the products available for brokerage

Usually brokerage companies use this bonus to attract new clients and spark an interest towards trading in them. Notification system alerts the clients about every step of KYC and deposits/withdrawals. This is another forex crm feature to consider for Forex brokerages keen to bring greater efficiency to their compliance management. Nowadays, keeping traders happy and loyal to your brand is harder than ever and requires greater sophistication.

Client distribution settings

Run real time reports to show how much revenue you’ve earned per lead and which team members are hitting targets. A Forex CRM to help you track lead flow and convert more leads into active traders. Our domestic growth has been extraordinary, which confirms that we offer the most solid, simple and elaborated software solutions available established and solid.

forex crm software

It has a wide functionality and allows you to manage and analyse sales managers’ performance separately and sales department performance in general. As the admin, you can add any trading platform right from your administration interface. All you need is login credentials for a manager account on the platform. You can add as many servers as you require, including mixing different platform types, and your clients will see all their account data in one place. Motivate clients to deposit more, to trade on live accounts, to make trading volumes using the status system and its benefits. You can explore many ways to accomplish this goal since the settings are flexible.For example, you can create a status system based on the deposit amount.

Forex CRM

You can enhance your advertising effectiveness by automatically assigning statuses, selecting different advertising channels, and taking advantage of pre-designed landing pages. Brokerage firm goes from 6 to 600 sales staff in 12 months by streamlining the sales process using Skale Customer Revenue Management Platform. As our company is continuously working on new updates, any new feature included in the product will be given at no extra cost. This App eases the flow for my Forex Client…be it open live account, demo or in fact, the IB module is quite easy to understand.