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Forex CRM
A trading CRM that manages leads, clients and IB partners for forex brokers, with role-based dashboards and reporting.
The Business Challenge
Forex brokers juggle leads, clients, partners and compliance in one motion. We built a CRM that puts all of it on one screen, tailored to how brokerages actually operate.
Our Solution
Role-based dashboards give sales, support and IB partners exactly the data they need, with reporting that keeps management ahead of the numbers.
Key Features
Lead and client management
IB partner tracking
Role-based dashboards
KYC and document handling
Reports and analytics
Trading platform integrations
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