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CRM Software

High-Performance CRM Optimized for Brokers

Intuitive Customer Management & KYC - Streamline the entire process from account opening and KYC verification to deposits, enhancing operational efficiency.
Flexible Customization - Supports MAM/PAMM integration, fraud prevention, plugin implementation, and third-party tool integration.
Advanced IB Analytics & Affiliate Management - Strengthen partner management with detailed tracking and commission management features.
Seamless MT4/5 & Payment System Integration - Centralized management by integrating MT4/5, payment gateways, and liquidity providers.
Available Packages

Basic

Account Management – Registration, KYC, user settings.

Payments & Transactions - Deposits, withdrawals, transaction history.

Client Communication - Automated emails, notifications.

Security - 2FA, email authentication.

Advanced

Includes Basic package's features

Analytics Features: Visualize trading data such as account balance, PnL, and profit ratios.

IB & Affiliate Management - Generate affiliate links, analyze performance, and manage IB commissions.

Payment Features - Automatic deposit reflection for bank/card payments with KYC support.

Flexible

Tailor-made solutions designed for each company's needs.

(including workflow optimization, brand customization, MAM/PAMM integration, fraud prevention, plugin implementation, and third- party tool integration).

Note: Package Inclusions: AWS environment setup, MT4/5 connection configuration, domain settings, website integration, and G Suite setup