Starter
$1,000/month
Prop trading CRM
Prop Firm CRM Software: Challenges, Trader Room & Back Office
Choose the complete prop CRM operating suite rather than a basic contact manager: multi-phase evaluation, funded trader status, trading API, account stats, finance and affiliates.
Prop trading CRM · 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 trading CRM
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
Run purchase, reset, breach, appeal, funding and payout in each supplier's test system.
What evidence to keep
Keep a side-by-side evidence matrix, source-data exports and exact software/module exclusions.
Prop trading CRM workflow
Five implementation and verification stages
Specify trader and admin roles
Compare sales/contact automation with true challenge account and evaluation lifecycle features.
Select rules and programmes
Map product catalogue, trial/funded transitions, rules and broker API requirements.
Connect licensed trading system
Set up trader cabinet, KYC, payment flow, certificates, IB portal and notifications.
Test payouts and breaches
Validate daily/trailing drawdown, profit objective, violations and payout exception samples.
Approve post-launch support
Record vendor/server dependencies, contract scope, admin permissions and post-launch support.
Does this replace a trading terminal?
No. Prop CRM handles business operations and challenges. A separate MT5 or TRADE OS platform actually hosts trading accounts and executions.
Prop CRM implementationProp 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 lifecycleAffiliate/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.