Live activity
Know who’s online.
See active leads alongside their status and the team member responsible.
Broker CRM
CRM for forex and CFD brokers.
Every client connected.
Broker CRM software for your sales, retention and operations teams. Manage lead assignments, KYC reviews, client conversations and funding activity from one backend, connected to your CFD trading platform.
Inside Broker CRM
A closer look.
A clearer picture.
Move through the views your sales, retention and operations teams use every day.
See what needs your attention.
Deposits, targets, pending verification and client activity. A shared overview for the people running your brokerage.
Inside your CRM
See the detail.
Stay in control.
From the first conversation to verification and retention. The tools your team uses, connected to each client.
Team ownership
Keep every lead assigned.
Manage status, department and agent ownership from the client profile.
Client verification
KYC, in context.
Keep verification status and review controls beside the client’s account details.
Client notifications
The right moment.
The next move.
A deposit needs assistance. A client sends their documents. Give your team the context to follow up while it matters.
Act on funding updatesDeposit requests, receipts and failed attempts.
Keep verification movingKnow when documents are ready for review.
Stay on top of follow-upsCallbacks, assignments and client replies.
Client activityConnected to your CRM
Built for brokerage teams
Bring your people
and processes together.
Sales, retention and operations.
One shared view of the client, with the tools each team needs to move things forward.
Teams & permissions
A clear role.
A shared direction.
Organise agents and departments around your brokerage. Give every team the access and ownership it needs.
Leads & clients
Keep the whole
client story together.
From lead assignment to KYC and account activity. The details your team needs, in context.
Client history · Verification · Financial overview
Communication
Keep the
conversation going.
Email, team chat and client support. Give conversations a place in your daily workflow.
A connected workflow
From first contact
to ongoing relationships.
- 01Capture
Bring leads into one queue with their source and history.
- 02Assign
Connect each opportunity to the right agent and team.
- 03Follow through
Coordinate contact, verification and client activity.
The everyday work, connected
Every conversation.
A clear next step.
Keep email, client notes and scheduled follow-ups within reach. Your team can pick up the conversation with the context already there.
A shared view of the conversation.
Sent messages, replies and delivery status, linked to the lead.
Notes that keep the next agent informed.
Make the next step a plan.
Assign a callback, link the client and add the details your agent needs.
Affiliate networks
From partner traffic
to a shared view of progress.
Connect live traffic, CPL campaigns and other lead sources to your brokerage. Our team helps connect each affiliate through the API.
Partner networks API connection Private partner access
Know where every lead comes from.
Track partner networks, funnels, deposited leads and conversion from your CRM.
Connected providers
Your CRM.
Part of a bigger picture.
Bring identity verification, messaging and client support into your brokerage’s workflow. We help you scope the providers and setup that fit your operation.
Explore integrations
Built around your brokerage