Forex CRM Built for High-Volume Brokers

Our CRM isn't just a database—it's a complete automation engine designed specifically for forex and crypto brokerages. From the moment a lead enters your funnel to their tenth trading anniversary, our platform manages the entire client lifecycle with minimal manual intervention.

Unlike generic CRM solutions adapted for finance, our system was built from the ground up for the unique requirements of retail trading operations. Every feature, workflow, and integration is optimized for brokerage-specific use cases.

CRM Overview

The FxTrusts CRM provides a unified back-office solution that connects to MetaTrader, payment providers, verification services, and marketing platforms. Your team operates from a single dashboard with complete visibility into client status, trading activity, and business metrics.

Client Management

Comprehensive client profiles provide your team with everything needed to serve and retain clients effectively.

Client Portal

White-labeled client portal where traders manage their accounts, deposit funds, request withdrawals, and access trading platforms. Fully customizable with your branding, colors, and content.

• Account Dashboard – Balance, equity, margin usage, trading history
• Deposit & Withdrawal – Multiple payment method integration
• Document Upload – KYC document submission and status tracking
• Platform Access – Direct links to MT5 web, desktop, and mobile
• Support Tickets – Integrated help desk with live chat

Back-Office Client View

Your staff sees comprehensive client profiles including:

• Complete trading history and performance metrics
• All communications (email, chat, calls)
• Deposit and withdrawal history
• KYC verification status and documents
• IB relationships and referral chains
• Custom notes and follow-up reminders

KYC & AML Compliance

Automated verification workflows that reduce manual processing while maintaining regulatory compliance across jurisdictions.

Verification Integrations

• SumSub – Identity verification, document check, liveness detection
• ShuftiPro – Alternative verification with global coverage
• Onfido – Enterprise-grade identity verification
• Manual Review – Back-office document review for edge cases

Automated Workflows

Configure verification requirements by jurisdiction, deposit amount, or client segment. Automatic approval triggers for low-risk clients, escalation queues for manual review.

AML Monitoring

• PEP (Politically Exposed Person) screening
• Sanctions list checking
• Suspicious transaction monitoring
• Automated SAR (Suspicious Activity Report) generation

Introducing Broker (IB) System

Our multi-tier IB system automates partner management, commission calculations, and payouts—supporting unlimited hierarchy levels.

IB Features

• Multi-Tier Commissions – Support for sub-IBs with configurable revenue sharing
• Automatic Payouts – Daily, weekly, or monthly commission payments
• IB Portal – Partners access their own dashboard with real-time statistics
• Marketing Materials – Branded landing pages, banners, tracking links
• Rebate Options – Spread rebates, volume rebates, or hybrid models
• Referral Tracking – Unique tracking codes with attribution windows

Commission Structures

Configure any commission model your business requires:

• Fixed per-lot commission ($X per lot traded)
• Spread markup sharing (percentage of spread)
• Revenue sharing (percentage of net trading revenue)
• CPA (cost per acquisition) for new depositing clients
• Hybrid models combining multiple methods

Marketing Automation

Convert leads and retain clients with integrated marketing tools—no third-party subscriptions needed.

Email Marketing

• Drag-and-Drop Builder – Create beautiful emails without coding
• Automated Campaigns – Drip sequences triggered by user behavior
• Segmentation – Target by deposit level, activity, location, or custom tags
• A/B Testing – Test subject lines, content, and send times
• Deliverability – Dedicated SMTP with SPF, DKIM, and DMARC

Automated Triggers

Pre-built automation for common scenarios:

• Welcome series for new registrations
• Deposit reminders for leads who registered but didn't fund
• Win-back campaigns for dormant accounts
• Birthday and anniversary messages
• KYC completion reminders

Reporting & Analytics

Real-time dashboards and customizable reports give you complete visibility into business performance.

Pre-Built Reports

• Executive Dashboard – High-level KPIs, trends, and alerts
• Sales Pipeline – Lead to client conversion funnel
• Deposit & Withdrawal – Cash flow analysis by payment method
• Trading Volume – Volume by symbol, client segment, or time period
• IB Performance – Partner rankings, commissions, and client quality
• Risk Exposure – Current positions, largest clients, concentration risks

Custom Reports

Build custom reports with our report builder. Export to CSV, Excel, or PDF. Schedule automatic delivery to stakeholder email addresses.

Platform Integration

Our CRM integrates seamlessly with the technology stack modern brokerages need.

Trading Platforms

• MetaTrader 5 – Full Manager API integration
• MetaTrader 4 – Legacy support available
• cTrader – Optional integration

Payment Providers

• Bank wire transfers
• Credit/Debit cards (Stripe, Checkout.com)
• E-wallets (Skrill, Neteller, PayPal)
• Crypto payments (BitPay, Coinbase Commerce)
• Local payment methods by region

Third-Party Services

• VoIP systems (Twilio, VoIP.ms, custom SIP)
• Live chat (Intercom, Zendesk, Tawk.to)
• Analytics (Google Analytics, Mixpanel)
• CRM sync (Salesforce, HubSpot via API)