The Best Forex CRM Software
The all-in-one Forex CRM for brokers, prop firms and MAM/PAMM operators. Trader's Room, IB Portal, Admin Back Office, MT4/MT5 bridge, KYC and 250+ PSPs — in a single platform.
Trusted by 700+ brokers in 60+ countries.
Certified Integrations to Scale Your Forex Brokerage
Don't lose clients to slow deposit processing or delayed signup verification. FXCRM connects directly to top-tier multi-asset trading channels, secure fiat & crypto payment service providers (PSPs), automated identity verification (KYC), and institutional liquidity bridges. Optimized for broker SEO, compliance, and instant sub-millisecond execution.
Launch your brokerage in 7–14 days with a Forex CRM tuned for MT4, MT5 and modern liquidity stacks from day one.
Learn MoreRealtime
analytics &
reporting
What is a Forex CRM?
A Forex CRM is purpose-built broker software that connects your Trader's Room, IB/affiliate network, admin back office and trading server into a single source of truth. Generic CRMs like Salesforce or HubSpot weren't designed for KYC, MT4/MT5 sync, multi-tier rebates, deposit reconciliation or compliance reporting — a real forex broker CRM is.
FXCRM was built from the ground up for FX. It handles the full client lifecycle: lead capture, KYC and AML, account opening on MT4/MT5/cTrader, deposits and withdrawals across 250+ PSPs, IB commissions, MAM/PAMM allocation, risk management and regulatory reporting — without a single line of glue code.
Whether you run a retail FX brokerage, a CFD desk, a prop trading firm or a money-manager program, FXCRM gives your operations, sales, compliance and dealing teams one dashboard to grow from.
A modular Forex CRM built on 10+ years of feedback from brokers, prop firms and IB networks worldwide.
Self-service portal for KYC, deposits, withdrawals, account opening and live trading on MT4/MT5/cTrader.
Unlimited-level commission tracking, referral links, marketing materials and partner dashboards.
Granular permissions, risk monitoring, compliance reports and full operational control.
Run managed-account programs with allocation by lot, equity, balance or proportional method.
Native bridges for MetaTrader 4 & 5, cTrader, Match-Trader and DXtrade with realtime sync.
Dedicated onboarding engineers and round-the-clock technical support — included on every plan.
Plug-and-play SumSub, Onfido, Shufti Pro and Jumio with automated risk scoring and sanctions screening.
One-click integrations for cards, e-wallets, crypto, bank wires and local methods worldwide.
Drip campaigns, SMS, email, push and lifecycle journeys triggered by trading and funding events.
Core modules
01 — Trader's Room
02 — IB & Affiliate
03 — Admin Back Office
Plug FXCRM into the trading platforms, PSPs, KYC providers and BI tools you already use — no custom development required.
Run a regulated FX/CFD brokerage end-to-end: onboarding, dealing, IB network, risk and reporting.
Sell challenges, score evaluations, monitor drawdowns and automate payouts with PROP CRM.
Allocate trades across investors, manage performance fees and publish strategy track records.
Launch a branded brokerage on top of a parent's liquidity within 24 to 48 hours for MetaTrader and AroTrader.
We win against legacy Forex CRMs because we obsess over the boring stuff: reconciliations, uptime, IB math and migration.
Not a generic CRM bolted onto MT4. Every module — lead, KYC, IB, dealing — is shaped by forex workflows.
Battle-tested with 700+ brokers across 60+ countries and over 4 million end traders.
Single-tenant deployment options. Your client data lives in your cloud, not a shared multi-tenant DB.
Flat monthly fee — no per-seat, per-lead or per-trade markup. Predictable as you scale.
Switching from Skale, FX Back Office or B2Core? We migrate your data and IB tree at no cost.
Engineers — not bots — on Telegram, email and phone, with a 15-minute SLA on P1 issues.
Brokers powered
Countries served
Traders onboarded
Platform uptime
Our products
Mix and match to fit your business — broker, prop firm or asset manager.
Core platform
Web + Mobile
Prop firms
Challenges, evaluations, drawdown control and payouts — purpose-built for prop trading.
Learn moreHonest, feature-by-feature breakdown vs. the legacy Forex CRM software you may be evaluating today.
| Feature | FXCRM | Typical legacy CRM |
|---|---|---|
| Native MT4/MT5/cTrader bridge | Add-on | |
| Unlimited IB levels | Up to 10 | |
| 250+ PSP integrations included | Paid extra | |
| Built-in KYC (4 providers) | Single provider | |
| Default Bonus & contest option that no other broker has. | — | |
| Multiple Design (UI & UX) option no other CRM have. | — | |
| Mobile app option no other CRM has. | — | |
| Fully customisable , no other crm have this. | — | |
| 24/6 live support | Mostly 12/5, tickets/email only | |
| Free migration from OLD CRM | Limited or no migration | |
| Rich reporting with export option and lots of filter options | Limited, no export, or limited export | |
| Built to meet FCA, FSA, CySEC, MFSA, and other regulatory standards. | Not designed for regulated broker |
Customer stories
"We migrated 40,000 clients from our legacy Forex CRM in under a week. FXCRM's IB tree mapping just worked."
"The Trader's Room conversion rate jumped 32% after switching. The mobile-first UX is genuinely better than anything on the market."
"Running our prop firm on PROP CRM cut our payout processing from 3 days to 2 hours. Massive operational win."
No per-seat fees, no per-lead markup, no surprise overage bills. Pick a plan and grow or self-host your own server.
Perfect for startups and small brokers under 5,000 clients.
Our most popular package — built for scaling brokers and prop funds.
On your own server. Full data control and zero monthly fees.
FAQ
Still not sure? Book a 30-minute demo and we'll walk you through your exact use case.
A Forex CRM is broker-specific customer relationship management software that combines a Trader's Room, IB/affiliate portal and admin back office with MT4/MT5, KYC and payment integrations to run a forex brokerage end-to-end.
FXCRM is purpose-built for forex brokers, prop firms and MAM/PAMM operators. It ships with Trader's Room, multi-level IB, KYC, 250+ PSPs and native MT4/MT5 bridges out of the box, with transparent flat pricing.
Yes. FXCRM ships with native bridges for MetaTrader 4, MetaTrader 5, cTrader, Match-Trader and DXtrade with real-time account, balance and trade synchronization.
FXCRM Lite has a $1,500 setup fee (+ $400/mo), FXCRM PRO has a $3,500 setup fee (+ $499/mo), and FXCRM ULTRA starts from $15,000 with optional monthly maintenance fee.
Most brokers go live in 7–14 days. Our onboarding team handles MT4/MT5 connection, PSP wiring, KYC provider setup and branded Trader's Room deployment.
Yes. FXCRM PRO handles challenge purchases, evaluation rules, drawdown monitoring, payout workflows and trader certificates — purpose-built for prop firms.
Yes — free migration is included. Our team imports your clients, KYC files, IB tree and trading history with zero downtime to your live operations.
FXCRM provides the tools to comply with FCA, CySEC, ASIC, FSCA, FSA and DFSA reporting requirements, including audit trails, transaction reports and AML screening.
Absolutely. Full white-label is standard — your domain, logo, color scheme and email templates, with no FXCRM branding visible to your traders.
Yes. A documented REST + Webhook API lets you build custom integrations, BI dashboards and partner apps on top of FXCRM data.
Schedule a personalized walkthrough with our team — we'll map FXCRM to your business in under 30 minutes and show you a live Trader's Room, IB Portal and Admin demo.
Speak to us
+44 (78) 2200 2320
sales@fxcrm.net
Mon – Fri, 8am to 6pm GMT
HQ: London, United Kingdom
Offices: Dubai · Limassol · Singapore