Custom Forex CRM Solutions Built to Perform

Our professionally crafted Forex CRM solutions and products are designed to exceed expectations and deliver long-term value. We empower your website with purpose-built tools tailored for both emerging and established Forex companies.

Our development services include:

Custom Forex Web Design & Development
Registration Systems & Online Forms
Platform & API Integrations
FX Plugins & Financial Tools
And much more.

FOREX CRM: Automating Your Operations

Our fully customizable FOREX CRM system automates every step of your operational flow—from back-office and compliance to sales and lead management. The CRM processes client applications with automated account opening, approval/rejection workflows, full activity logging, and robust permissions management.

🔹 Key CRM Features

📊 Comprehensive Dashboard

Stay updated across departments with real-time insights into applications and activities.

🔌 Flexible Integration

Seamlessly integrate your trading platform APIs, payment gateways, and third-party plugins for a fully automated workflow.

⚙️ Advanced Dynamic Settings

Control every aspect of your CRM: workflow configuration, display preferences, user permissions, reporting, and more.

🔔 Real-Time Notifications

Get instant alerts on new users, trading account activity, and incoming leads.

🔹 Operational Modules

Back-Office Cycle
A secure, streamlined, and fast account opening process.
Leads Management
Auto-assignment by language, branch, and department for maximum efficiency.
Branches Management
Customized workflows and communication pathways for every office.
IBs & Affiliates
Build and manage your multilevel Introducing Brokers (IBs) tree and monitor performance.
Campaigns Management
Track campaigns, performance metrics, and marketing spend in one place.
Reports & Analytics
Gain actionable insights from detailed analytics and reporting tools.

Traders Room: Empowering Your Clients

A complete self-service portal for all trading account holders—demo, live, or partners—designed to manage personal data, create sub-accounts, transfer funds, request withdrawals, and more.

🌐 Features:

Fully Integrated: Compatible with MT4/MT5, payment gateways, and other plugins.
Customizable: Open-source, flexible, and tailored to your brand.
User Friendly: Optimized for all devices and browsers.
Multilingual: Supports any required language.

🧩 Modules:

Profile Management: Update personal info, documents, passwords, and financial details.
Financial Operations: Handle fund transfers, withdrawals, and payments.
Financial Tools: Access market news, calendars, calculators.
Trading Accounts: Open demo/live/sub accounts, upgrade to real.
Support & Feedback: FAQs, contacts, VPS requests, and more.
Trading Reports: Daily, monthly summaries and history.

IBs Portal: Affiliate Management Made Simple

Our IBs Portal gives agents and partners (IBs, Sub-IBs, affiliates) access to monitor commissions, manage referred accounts, and view detailed performance reports—all without external plugins.

🌟 Core Features:

Comprehensive Dashboard: Analyze total earnings, referrals, top performers, and trading instruments.
Dynamic IBs Tree: Define multi-level commission structures for each IB level.
Account Reports: Filter referred accounts by funding status, country, or activity.
Marketing Area: Central hub for banners, widgets, files, and marketing materials.

FX Reporting System: Full Visibility in Real Time

Our Forex Reporting System syncs data in near real-time across departments, offering a comprehensive view of trades, positions, accounts, and finances across all branches.

🧠 Key Highlights:

Decision Support System: Make better decisions with a 360° view of your entire operation.
Real-Time Integration: Unify views of MT4/MT5, LPs, and coverage accounts.
Flexible Filtering: Create dynamic filters per user, department, or branch.
Customizable Dashboards: Tailored to each employee’s role and responsibility.