Starter
$1,000/month
Prop CRM implementation
Prop Firm CRM Setup Guide: Challenge Engine, Accounts & Pricing
Plan a prop CRM deployment from challenge definitions and funded-account provisioning to payment reconciliation, approvals, risk violations and production handover.
Prop CRM implementation · pricing and contractual scope
Prop CRM plans — package comparison
Match evaluation/risk monitoring, trader accounts, payout workflows and integrations to the specific use case on this page.
Standard
$2,000/month
Enterprise
Written quotation
These are our stated CRM software references. TRADE OS trading access, third-party MT5 rights, hosting, payment provider and market data may be separate. Request an exact written scope.
Evidence-led software procurement
A realistic acceptance test for Prop CRM implementation
This is a test to request from the vendor, not a claim that every provider passes. Require permission to run it against properly licensed demo systems before you sign a delivery or support agreement.
What to simulate
Rehearse checkout → approved KYC → challenge breach → payout appeal.
What evidence to keep
Retain versioned rule IDs, checkout settlement IDs and an independent finance approval.
Prop CRM implementation workflow
Five implementation and verification stages
Define challenge types
Write versioned trial, daily/overall drawdown and phase-transition rules; define edge cases.
Choose software tier
Compare Starter $1,000/month (500 active accounts), Standard $2,000/month (2,500) and Enterprise quotation; confirm the $1,000 setup charge.
Integrate trading systems
Verify separately licensed platform rights, provider APIs and extra integrations with written $250-per-connection terms.
Implement payments and payouts
Reconcile checkout, coupons, KYC, refunds, profit splits and settlement exceptions.
Run acceptance and launch
Replay breach histories, payout reviews, role permissions and restoration before sign-off.
How do I set up a prop firm CRM?
Select the licensed platform path, lock challenge rules and account limits, provision a sandbox, test violations and payouts, then sign off security and finance reconciliation. The implementation date depends on your third-party approvals and evidence.
Prop CRM migrationChallenge rules and riskProp technology comparisonProp CRM package pricingProp CRM cost breakdownMT5 proprietary trading firmMT5 Prop CRM integrationMT5 connector implementationPlatform connection buyer guideGSC-observed dashboard searchGSC-observed dashboard comparisonProp trader portal builderMT5 broker-side requirementsTrading integrationsOur TRADE OS connectorFunded accounts lifecycleProp trading CRMAffiliate/IB workflowProp payouts & riskProp firm rule engineGSC-observed prop API demandAll Prop CRM packagesTRADE OS trading platform
Get your Prop CRM project scoped.
Written pricing, third-party dependencies, acceptance milestones and support responsibilities.
MT5 Broker Setup · Fin Node Software Solutions
MT5 broker setup, Forex CRM and integration experience.
Operated by FIN NODE SOFTWARE SOLUTIONS CO. LLC, Dubai, UAE. Our team supports MT5 platform implementation, Forex CRM and Trader Room, prop firm systems, liquidity connections, integrations and delivery support for global B2B clients. We are a software provider, not a broker or financial institution.
8+
Team experience
40+
Clients served*
500,000+
End users reached*
UAE
Operating company
*Experience and reach figures are company-reported across the team's technology projects, not independently audited MT5 Broker Setup customer or active trading-account counts. No brokerage, financial-services, MetaQuotes partner, ISO or uptime certification is implied. Read our disclosure.