Forex CRM setup

Manage your forex broker clients, payments and IB partners in one CRM.

Set up a forex CRM, trader room and back office for client signup, KYC, deposits, withdrawals, support, sales and IB management.

Set up your forex CRM Read free guides

Clear setup stepsMobile friendlyTalk to one team

Our Forex CRM · Own product pricing

Forex CRM packages, features and transparent costing.

Our Lite, PRO and ULTRA software plans. Setup is charged once; monthly rates and add-ons are shown separately. No invented hosting, PSP or MT5 licence fees.

STARTUP READY

Forex CRM Lite

Entry package for broker CRM, client area and operations.

One-time setup

$1,500

Monthly licence

$400/mo

Up to 5,000 active traders

Request Lite offer WhatsApp quotation

BROKER PREFERRED

Forex CRM PRO

Advanced CRM, higher scale and more configurable operations.

One-time setup

$3,500

Monthly licence

$499/mo

Unlimited trader/admin tier (subject to written order)

Request PRO offer WhatsApp quotation

ON-PREMISES

Forex CRM ULTRA

On-premises deployment with separate support and hosting scope.

One-time setup

$15,000

Monthly licence

$0/mo

Unlimited trader/admin tier (subject to written order)

Request ULTRA offer WhatsApp quotation

Detailed Forex CRM, Trader Room and Back Office comparison

Grouped feature matrix for buyer evaluations. Included = offered baseline scope subject to your signed order; Verify = dependency or third-party rights require proof; Add-on = separate commercial item.

Feature and acceptance criteria	Lite	PRO	ULTRA
Trader room & client lifecycle
Web trader roomClient cabinet, profile, account view and operations.	Included	Included	Included
Active trader accountsLite up to 5,000; higher tiers require written account-band and performance terms.	Included	Included	Included
Broker back-office panelRole-bound client and account administration.	Included	Included	Included
MT4 / MT5 account synchronisationConfirm connector versions and platform entitlements separately.	Verify	Verify	Verify
Custom domain and brandingLogo, theme, trader portal and configured brand identity.	Included	Included	Included
Native mobile applicationsIndependent iOS/Android publishing and ongoing maintenance.	Add-on	Add-on	Add-on
Back office, leads & affiliates
Lead and sales managementSource attribution, lead status and broker sales workflows.	Included	Included	Included
Account manager / sales deskControlled customer assignment and activity history.	Included	Included	Included
Dealing desk managerPermissioned operational controls and audit trail.	Included	Included	Included
Multi-level IB portalLite up to 5 levels; enhanced tiers require commission-rule acceptance.	Included	Included	Included
Marketing bonus engineVersioned eligibility, promotion and reversal controls.	Included	Included	Included
Trading competitionsPublished challenge/contest rules and eligibility reconciliation.	Included	Included	Included
Payment, KYC & compliance
Payment gateway connectivitySpecific PSP approval, geographic coverage and production adapters must be verified; no untested gateway count guaranteed.	Verify	Verify	Verify
Deposit and withdrawal ledgerIdempotent callbacks, settlement status, reconciliations and approvals.	Included	Included	Included
Automated KYC OCRDocument extraction, rejection queues, costs and identity-provider licence.	Verify	Verify	Verify
Biometric liveness checksWhere provider availability, consent and local law permit.	Add-on	Add-on	Add-on
AML screening and case historyThird-party provider fees and local compliance responsibilities separately scoped.	Verify	Verify	Verify
Hosting, data & integrations
Cloud hostingHosting and backups subject to the infrastructure schedule.	Included	Included	Add-on
On-premises deploymentDedicated private environment and deployment handover.	Add-on	Add-on	Included
Database backups & restoreRecovery frequency and restore drill accepted before go-live.	Included	Included	Included
Multi-server bridge operationsHigh-availability connector and replication requires vendor/version confirmation.	Add-on	Included	Included
API and export accessData portability, role limits, schema and migration responsibilities.	Verify	Included	Included
Private source code rightsOnly through separately written source-code licence; ULTRA does not automatically imply source-code transfer.	Add-on	Add-on	Add-on

IncludedVerifyAdd-on

Optional CRM expansion modules

Full Source Code License

Separate software source-code licence; contract must specify ownership, use, updates and delivery.

One-time setup

$30,000

Monthly licence

PAMM & MAM Money Manager

Allocation, equity/share calculations, fees and platform compatibility need acceptance.

One-time setup

$1,000

Monthly licence

$500

Native Branded iOS & Android Apps

Branded app delivery; app store accounts, acceptance and maintenance specified separately.

One-time setup

$5,000

Monthly licence

$250

Co-Branded Mobile Access

Co-branded mobile access; platform compatibility and provider terms must be confirmed.

One-time setup

Monthly licence

$250

Four-stage CRM onboarding and acceptance

Scope & quote

Confirm features, users, MT5 connector permissions and all fees.

Brand & integrate

Configure domains, trading accounts, KYC and cashier interfaces.

Run acceptance

Reconcile deposits, IB commissions, permissions and recovery.

Go-live & handover

Sign off data export, monitoring, support and rollback plans.

Forex CRM pricing questions

Are these Forex CRM prices our own selling prices?

Yes. The published Forex CRM tiers are Lite $1,500 setup plus $400/month, PRO $3,500 setup plus $499/month and ULTRA $15,000 setup plus $0/month software subscription. A written order clarifies deployment, service limits, external suppliers, hosting, SLA and optional charges.

Does ULTRA really cost $0 per month?

The ULTRA software tier has no advertised recurring licence charge. Server infrastructure, hosting, security, backup, support or other purchased services may still incur operating fees.

Is MT5 trading-platform licensing included?

No. MT5/MetaTrader 5 licences and platform rights are separate MetaQuotes-related agreements. Our Forex CRM is an independent back-office, trader-room and connector offering.

What are the limitations of the 250+ gateway claim?

A catalogue or reference vendor count cannot establish live production access. Individual payment providers require separate merchant approval, geographic eligibility, active connector support and transaction pricing.

Is full source code included in ULTRA?

Not by default. The separately offered Full Source Code License is $30,000 setup and $0 monthly software licence, with rights and deliverables governed by the signed agreement.

Can my clients migrate from an existing CRM?

Yes, where APIs, data access and customer consent permit. Reconcile balances, KYC records, IB commission history, customer identity, duplicate accounts and rollback before migration sign-off.

Forex CRM implementation Forex CRM buying guide Forex Trader Room comparison Forex Back Office comparison Own Forex Trading Platform

Explore Forex CRM products and modules

Forex Broker CRM Forex IB Room Forex Trader Room Forex Back Office Forex PAMM & MAM Forex Copy Trading Forex CRM Source Code CFD Broker CRM

Forex CRM product prices are our published offers. FXCRM.net was used as a research/design reference; no affiliation or third-party licence rights are implied. Provider-facing and proprietary integration claims require written confirmation.

Main forex CRM features

Run your client and partner work from one place.

Get your setup plan

Trader signup and KYC

Deposits, withdrawals and payments

IB and affiliate management

Back office, support and reports

Implementation acceptance

How to confirm this service is production-ready

A successful demonstration is not a go-live approval. Request named owners, documented requirements, test-account evidence, exception handling, a recovery procedure and written commercial terms before onboarding clients.

CHECK 1
Agree the scope
Record required integrations, responsibility boundaries, commercial terms and exclusions.
CHECK 2
Demonstrate real workflows
Test both a successful transaction and a failed or rejected case using representative data.
CHECK 3
Reconcile the evidence
Check permissions, logs, account or order records, fees and operational reports against source systems.
CHECK 4
Rehearse recovery
Confirm escalation contacts, backup procedures, exit terms and documented rollback acceptance.

Regulatory permissions and suitability depend on the jurisdiction and target market; a technology service does not substitute for legal authorization.

Verify the underlying facts

Original technical and regulatory references

These official references support only the specific standard or platform claim described below. They are not supplier recommendations, verified price quotes or a substitute for local legal advice.

MetaQuotes — MetaTrader 5 for Brokers
Relevant to: Integration capability with broker CRM; does not attest this supplier’s security

Broker technology products and services

Select what you want to buy — and see what is included

We provide software, integration and brokerage implementation services. Commercial prices depend on your legal entity, user volume, platforms and vendors. There are no invented package fees or guaranteed software licences. Get a written quote for your exact scope.

Platform

MT5 Broker Main-Platform Setup

Separate $15,000 company/document + MetaQuotes application support service, alongside industry-reported 2026 MT5 Entry $10,000/mo, Standard $15,000/mo and Enterprise contract pricing; licensed rights and vendor terms must be verified.

Scope includes

Main-platform application and vendor scope review
Server and access architecture planning
Liquidity bridge and symbol mapping
Operational handover and launch acceptance

Separately billed / excluded

Any MetaQuotes or external provider rights/fees not expressly granted in the signed order
Regulatory authorizations, liquidity collateral and external hosting

$15,000 company/application support (our service) · MT5 Entry $10,000/mo, Standard $15,000/mo (industry-reported vendor rates) · Enterprise vendor quote

View scope Request quotation

Software

Forex CRM & Trader Room

Forex CRM Lite $1,500 setup + $400/mo; PRO $3,500 setup + $499/mo; ULTRA $15,000 setup + $0/mo. Trader room, back office, IB and integration scopes.

Scope includes

Lead lifecycle and broker account provisioning
Trader room, IB and back-office scope
Payment and KYC integration plan
Data migration and reconciliation acceptance

Separately billed / excluded

Third-party PSP/KYC usage fees
Any uncontracted custom development

Lite $1,500 setup + $400/mo · PRO $3,500 + $499/mo · ULTRA $15,000 + $0/mo

View scope Request quotation

Platform

TRADE OS Forex Trading Platform

Own-brand forex trading platform, with TRADE OS Basic $2,500/mo, Turnkey $4,000/mo, and Server $5,000/mo.

Scope includes

Branded forex trading-platform procurement
Account, market-data and execution acceptance scope
CRM, liquidity and payment integration planning
Launch tests and operational handover

Separately billed / excluded

Brokerage regulatory licence
Any MetaQuotes MT5 licence; separately contracted providers

Basic $2,500/mo · Turnkey $4,000/mo · Server $5,000/mo

View scope Request quotation

Software

TRADE OS Prop Trading Platform & CRM

TRADE OS Basic $2,500/month, Turnkey $4,000/month, Server $5,000/month. Platform scope, challenge operations and CRM integration are documented in the package offer.

Scope includes

Trader and administrator dashboards
Versioned drawdown and challenge rules
Checkout/payment integration scope
Payout review and dispute reconciliation

Separately billed / excluded

Trader payout capital
Trading platform and processor fees unless quoted

Basic $2,500/mo · Turnkey $4,000/mo · Server $5,000/mo

View scope Request quotation

Infrastructure

Liquidity Bridge & Risk

LP connectivity, execution routing, reconciliation and broker risk controls.

Scope includes

Bridge connection and FIX session plan
Symbol, markup and group routing design
Reject, partial-fill and replay acceptance
Exposure and failover monitoring scope

Separately billed / excluded

LP commercial margin or deposits
Unquoted cross-connect charges

Request technical/commercial quote

View scope Request quotation

Services

Broker Website & Client Acquisition

Branded broker website, organic search pages and lead-to-CRM attribution.

Scope includes

Conversion-ready service/product pages
Search intent and structured content
Lead intake and source tracking
Technical SEO and measurement scope

Separately billed / excluded

Guaranteed Google ranks
Paid media budgets and third-party subscriptions

Request project quote

View scope Request quotation

Integrations

Broker Payments & KYC

Payment gateway integration, client identity and settlement workflows.

Scope includes

PSP requirements and cashier integration
Identity checks and review cases
Idempotent payment callbacks
Reconciliation and refunds acceptance

Separately billed / excluded

PSP transaction rates/reserves
Third-party screening fees

Request integration quote

View scope Request quotation

All inclusions describe proposed delivery scope, not features already licensed to your entity. Exact implementation, support SLA, hosting, ownership and payment terms must be agreed in writing.

One place for client and IB work

KYC

Signup and verification status

Partner tracking and commissions

24/7

Live view of broker operations

Forex CRM setup steps

Plan the work before setting up the software.

Follow each step in order so the next system has the information and connections it needs.

STEP 01

List your daily broker tasks

Map client signup, KYC, funding, support, IB and finance work before choosing a forex CRM.

STEP 02

Choose the right CRM setup

Choose the trader room, back office, user roles, integrations and reports your team needs.

STEP 03

Connect your broker systems

Connect KYC, payments, MT5 accounts, messages and reports without losing client data.

STEP 04

Test and go live

Test staff roles, approvals, failed payments, reports and support before using the CRM with clients.

Forex CRM modules

Everything your broker team needs for daily client work.

Trader signup

Client registration, profile, KYC, agreements and trading-account opening.

Deposits and withdrawals

Payments, status updates, approvals, account credits and finance checks.

IB and affiliate system

Partner signup, levels, tracking, commission plans and payouts.

Sales and follow-up

Leads, sales stages, calls, follow-ups, client groups and activity history.

Support and compliance

Tickets, document checks, notes, cases and team handovers.

Reports and user access

Staff roles, dashboards, exports, daily reports and manager controls.

Need a forex CRM?

Replace separate tools with one simple broker CRM setup.

Tell us your MT5 platform, KYC, payments, IB plan and current problems. We will help you choose the right CRM setup.

We normally reply within one business day.

Talk to our CRM team Chat on WhatsApp

Continue planning

Manage your forex broker clients, payments and IB partners in one CRM.

Forex CRM packages, features and transparent costing.

Forex CRM Lite

Forex CRM PRO

Forex CRM ULTRA

Detailed Forex CRM, Trader Room and Back Office comparison

Optional CRM expansion modules

Full Source Code License

PAMM & MAM Money Manager

Native Branded iOS & Android Apps

Co-Branded Mobile Access

Four-stage CRM onboarding and acceptance

Scope & quote

Brand & integrate

Run acceptance

Go-live & handover

Forex CRM pricing questions

Explore Forex CRM products and modules

Run your client and partner work from one place.

Trader signup and KYC

Deposits, withdrawals and payments

IB and affiliate management

Back office, support and reports

How to confirm this service is production-ready

Agree the scope

Demonstrate real workflows

Reconcile the evidence

Rehearse recovery

Original technical and regulatory references

Select what you want to buy — and see what is included

MT5 Broker Main-Platform Setup

Forex CRM & Trader Room

TRADE OS Forex Trading Platform

TRADE OS Prop Trading Platform & CRM

Liquidity Bridge & Risk

Broker Website & Client Acquisition

Broker Payments & KYC

Plan the work before setting up the software.

List your daily broker tasks

Choose the right CRM setup

Connect your broker systems

Test and go live

Everything your broker team needs for daily client work.

Trader signup

Deposits and withdrawals

IB and affiliate system

Sales and follow-up

Support and compliance

Reports and user access

Replace separate tools with one simple broker CRM setup.

Continue planning your brokerage

Forex CRM Setup Guide for Brokers

MT5 broker setup

Forex payment gateway

Forex broker liquidity