Services

CRM Solutions

A powerful CRM system built specifically for forex and CFD brokers. Manage your entire operation from client onboarding to partner commissions.

yourbrand.com/crm
Admin
A
Total Clients 12,458
+12.5%
Active Traders 4,892
+8.2%
Total Deposits $2.4M
+15.8%
Active IBs 234
+5.3%

Revenue Overview

Deposits Withdrawals
JanFebMarAprMayJun

Client Sources

2.4K This Month
Organic55%
Referral30%
Partners15%

Recent Activity

View All
New client registered John Doe - [email protected]
2 min ago
Deposit received $5,000 via Bank Transfer
15 min ago
KYC verification pending Sarah Miller - Awaiting approval
1 hour ago

Top Clients

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JD
James Davidson [email protected]
$125,430 Active
SM
Sarah Mitchell [email protected]
$98,250 Active
MK
Michael Kim [email protected]
$76,800 Active
Modules

Complete CRM Suite

Client Management

Complete client profiles, KYC documentation, and account history in one place.

Sales Pipeline

Track leads, opportunities, and conversions with visual pipeline management.

IB/Affiliate System

Multi-tier partner management with automated commission calculations.

Reporting & Analytics

Real-time dashboards and customizable reports for data-driven decisions.

Communication Tools

Integrated email, SMS, and notification system for client engagement.

Compliance Tools

KYC/AML workflows, document verification, and audit trails.

Integration

Seamless Integration

Our CRM integrates directly with your trading platform for real-time data synchronization. No manual data entry, no inconsistencies.

Multi-level user permissions
Custom field creation
Automated workflows
API integration
Data import/export
White-label ready
FXUP CRM
Trading Platform
Payment Systems
Email/SMS
Analytics

Ready to Launch Your Trading Platform?

Get your branded web trader and mobile apps live. Let's discuss your requirements.

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