Powerful MT5 CRM for Brokers

A powerful CRM is the central nervous system of a successful brokerage. Our MT5-integrated CRM provides a unified platform to manage clients, partners, sales, and support, giving you complete control over your operations.

Client & Funds Management

Seamlessly manage the entire client lifecycle from a single dashboard. Our CRM gives you granular control over user accounts, compliance, and financial transactions.

  • User Management: View and manage all trader profiles, accounts, and trading history.
  • Automated KYC: Streamline your onboarding with an integrated KYC verification system.
  • Payment Handling: Full control over deposits and withdrawals with support for multiple payment gateways.
CRM Dashboard for User Management

IB & Referral Management

Build and manage a powerful partner network with our sophisticated Introducing Broker (IB) portal. Automate commission calculations and provide your partners with the tools they need to succeed.

  • Multi-level IB Portal: Create complex, tiered commission structures to incentivize your top partners.
  • Referral System: Empower your clients and partners with unique referral links and track their performance automatically.
  • Automated Payouts: Configure and automate commission payouts to save time and reduce errors.
Introducing Broker Management Portal

Sales & Team Automation

Equip your sales and support teams with high-performance tools. Manage leads, automate communications, and control staff permissions from one central hub.

  • Lead Management: Capture leads from social media and other sources, and assign them to sales agents.
  • IVR & Auto Dialer: Integrate with telephony systems for efficient outreach and sales calls.
  • Team & Staff Control: Define roles and permissions to control what data your staff can access and modify.
  • In-built Support System: Manage client queries with an integrated support ticketing system.
Sales and Lead Management Tools

Get Complete Control of Your Brokerage

Stop juggling multiple platforms. Our MT5 CRM integrates every aspect of your business into one powerful, easy-to-use system. Schedule a demo to see it in action.

Request a CRM Demo