Forex CRM

Back Office System

Its a CRM exclusively designed and developed exclusively for FX Brokerages and Financial organizations.

With FxCRM, you can focus on your business and help your sales and retention staff to engage proactively with your clients and thereby maximise FTDs and Retention. Never lose track of your clients interaction. It is integrated with multiple trading platforms like MT4, cTrader, XOH, Sirix etc. with the Single Wallet concept; Integrating a single customer profile with multiple trading platforms and multiple trading accounts. Having evolved from the requirements of different brokers having different workflows & requirements, its the most reliable, robust and comprehensive system.

Pick a CRM Function

Lead Management

  • Converting a lead into a potential customer depends on efficient communication and nurturing. From lead generation to conversion, Forex CRM ensures proper follow-up to move your leads through the sales pipeline.

CRM Reporting & Dashboards

  • It provides real-time insights into customer data like Leads, and Accounts, Deposits and many more. Use efficient filters to customize charts and reports.

Advanced Workflows

  • Customer interactions that rely heavily on manual processes can be hit or miss. A key benefit of automation is providing a consistent customer experience. Workflow automation allows you to develop standardized response protocols and ensure that they are followed.

Easy Customization & Configurations

  • Forex CRM is designed to allow system administrators and users the flexibility of customizing and configuring the system to meet their specific needs. With proper privileges, one can customize the dashboards, workflows & Reports.

Campaign Management

  • With the campaign management feature of Forex CRM, you can create multiple campaigns directly from your CRM and measure their success.

Teams, Roles & Security

  • With Forex CRM, define your own security policies to reduce your business risks based on role-based privileges for your team.

Search Filters

  • A powerful search can reduce the efforts for your team. The search filter provided by Forex CRM is a powerful tool that enables you to extract valuable information in no time.

Integration with Multiple Platforms

  • Multi-platform integration allows you to provide your clients with all the mainstream platforms

Integration with Payment Providers

  • Forex CRM is integrated with more than 25 Payment Providers & thus enables you to start accepting deposits without any delay. Forex CRM is designed in such a way that integration with any other PSP is easy, quick and will completely free of costs.

Efficient Support Team

  • We ensure smooth transition to our CRM for your team. Post on-boarding, you will receive user manual for each role explaining the flow, features along with demo trial session. We are always available to resolve any queries you may have.


  • Simple to use
  • No Technical Jargons
  • CRM which doesn’t take ages to learn.
  • Does not expect you to be a techie to use our CRM.

Business Processes

  • Tailored fit to the FX industry.
  • Leads Management.
  • Integrated with multiple trading platforms.
  • Integrated with multiple PSPs in-built.

Technology & Business Know-How

  • Developed with inputs from brokers
  • experience of more than 10 years
  • Highly customisable
  • Reporting and Dashboards which makes sense.