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


The solution is completely customisаble, making it an ideal, quick and cost-effective way for setting up a сrурtосurrеnсу ехсhаnge. Allow your clients to verify their accounts before conducting any financial activities on the platform. Centroid Solutions is a technology provider specializing in Risk Management, bridging, execution engine and hosting solutions for financial institutions. A multi-asset trading platform developed by DevExperts supporting trading equities, ETFs, Futures, Forex, Commodities, CFDs and cryptocurrencies.

forex crm system

This ensures that your customers can make payments conveniently and securely. We offer a multi-level introducing broker feature that enables brokers to efficiently manage their IB network and track commissions across various levels. Our Ticketing Support System feature enables you to streamline your customer support process, ensuring that customer inquiries are tracked, assigned, and resolved in a timely manner. An individual area that provides your clients with all the information and they need to manage their account, transactions and documents — the ultimate client retention tool.


Brokers get a multi-asset platform available for both web and mobile devices. An innovative and eye-catching CRM system called B2Core aims to revolutionize the management of brokerage companies. This feature unlocks the potential for international trading opportunities by expanding your Forex affiliate network.

forex crm system

This is a very critical part as it helps you manage what kind of trading access including currency pairs, margins, spread, charges, etc a particular trader is provided with. It facilitates the smooth onboarding of new clients by providing tools for KYC (Know Your Customer) verification, AML (Anti-Money Laundering) and Combating the Financing of Terrorism (CFT) checks, and document management. As сrурtо assets continue to produce substantially higher returns than traditional markets, сrурtо businesses present real revenue-generating opportunities.

Hosted in Cloud

Using a fully integrated VoIP system, agents can rely on AltimaCRM to call and communicate directly with customers. Build an expansive caller system to equip any Forex brokerage with full visibility and data-driven communication capabilities. Utilise a multi-level system that collects and processes data to refine any approach.

It serves as a comprehensive solution that enables brokers to manage various aspects of their business operations efficiently right from lead generation and traders onboarding to delivery of trading solutions. A well-designed Forex Broker CRM consists of different components, including the client area or traders room, partners area, and broker back-end or CRM admin. The client area empowers traders International Commerce Erp to manage their accounts, make deposits, access trading tools, and view reports. Partners, such as introducing brokers and affiliates, also have their dedicated area for marketing and earning rewards based on their contributions. The broker back-end serves as the centralized hub, providing essential features like lead management, customer onboarding, partner management, and risk management tools.

Forex Turnkey Solutions Designed To

These systems streamline customer data management, marketing automation, customer support, and reporting and analytics. By using forex CRM systems, brokers can enhance their customer relationships, increase customer retention, and improve their business performance. Forex CRM (Customer Relationship Management) systems are software platforms that help forex brokers manage their customer data and relationships. It is a vital tool for brokers to manage customer acquisition, retention, and conversion. These systems provide a comprehensive view of the forex broker’s customer base and help them to streamline their business operations.

forex crm system

Transparent data for each client, automated calculations, and access to all relevant information are combined in this system. LX CRM allows brokers to personalize the solution with custom dashboards and widgets, as well as offers various settings necessary for optimal performance. Customization capabilities are essential for a Forex CRM to adjust the features according to your business processes.


Furthermore, custom fields and import/export capabilities ensure data accuracy and organization are upheld in all circumstances. We have built a Forex CRM that streamlines your processes and acts as a central focus point for your organisation. The Forex CRM is advanced yet intuitive, built to handle the complexities of the industry.

With CurrentDesk, you can automatically calculate daily trade and transaction revenue with more granular business rules. You can also tailor reporting based on commissions, rebates and leverages and layer on analytics on top of your trading platform for increased visibility and control. Provides you with a comprehensive suite of integrated automation tools that are specifically designed to enhance your performance in the dynamic and fast-paced world of Forex trading. Power your broker with Best Forex CRM Software designed specifically for the Forex industry to help manage customer interactions, improve client satisfaction, and ultimately grow the business. Control information flow and account opening procedures using advanced intelligent risk detection filtering tools.

How am I bound for the CRM contract?

Finding the ideal compromise between the platform’s functionality and pricing is essential because a decent CRM system may be expensive. CRM companies frequently provide very reasonable costs, variable rates, and the option for both monthly and annual payments. Moreover, the reliability of the organization selling the CRM system needs to be considered when setting a budget for the purchase. AltimaCRM is a flexible solution tailored to Forex brokers looking to optimise their lead conversion process and operations. Improve any flow and achieve a superior sales strategy using automated data monitoring and tracking. ForexCRMSolutions stands as a pioneering force in the field of Forex technology provision.

  • Instantly send funds to a trading platform in order to avoid margin calls and stop outs thanks to our deep integration with flagship trading platforms.
  • As a result, Forex CRM features the following key segments to improve the efficiency of any business.
  • With this software, you can use an improved support experience with 24×7 availability.
  • Thanks to its relative simplicity and rich analytical tool set, most traders choose this terminal to make their first steps on the financial markets.
  • API – integration with the data passed from server to server and the front-end being on the B2Core side.

Run A/B tests, get continual real-time data updates, and visualize your global network impact. Create powerful reports to help your sales and marketing teams know which retention campaigns are working well, and which need some improvement. Get one single view of a trader and use real-time notifications to help you focus on revenue driving activities. Our main aim at Dynamic Works is to make sure that each one of our customers have the system they have been dreaming about. Usually, Syntellicore covers 100% of what a Broker might need plus it offers a number of additional rich features and GUI parameterization capabilities.

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However, selecting the right CRM software is not always easy since various factors must be considered. To be sure that your Forex business is in a stable position and is able to fully meet the needs of its customers, you need to pay special attention to the selection of a reliable and feature-rich Forex CRM software. Obviously, each product has its own features, pros and cons, as well as its own cost, so to make the right choice, you need to carefully analyze each option and compare them according to your specific needs.

It’s always advisable to contact 2-3 different broker CRM providers and get their features list, and cost structure. Well Desktop Forex Broker CRM Software is the traditional and conventional mode to get the forex CRM for your brokerage. It streamlines the process of handling client deposits and withdrawals, providing transparency and efficiency in managing financial transactions. It keeps proper track of when the user showed interest, when was he contacted first, follow-ups, reminders, marketing material, and closure, etc. Other customised support systems can also be integrated as per your requirements.