Overview
A Forex CRM is the operational backbone of a brokerage — where KYC, client onboarding, sales pipelines, retention, deposits/withdrawals and partner (IB) management all come together. A purpose-built CRM connects to your platform, PSPs and liquidity so your teams work from one source of truth.
Providers
Modular CRM, trader's room and back office by B2Broker.
Starting from
From $2,000 / mo
Setup time
2-4 weeks
Regions
Global
Integrations
4+
CRM built specifically for retention and conversion.
Starting from
Pricing on request
Setup time
3-5 weeks
Regions
Global
Integrations
4+
Broker CRM and customer portal with fast setup.
Starting from
Pricing on request
CRM with a strong IB and partnership module.
Starting from
Pricing on request
Feature-rich Forex CRM and back office with IB management.
Starting from
Pricing on request
Setup time
2-4 weeks
Regions
Global
Integrations
3+
What it provides
- KYC/AML onboarding and document management
- Client portal and trader's room
- Sales and retention pipelines with automation
- IB / affiliate management and multi-level commissions
- Deep integration with platforms, PSPs and liquidity
Who it's for
Any broker with a sales/retention team or an IB network. Essential once you scale beyond a handful of clients.