Modules of CRM

    A Seamless CRM software to centralize customers and client area activities

    Trader's Cabinet

    Traders Dashboard comprises features like, Opening and managing accounts, deposit and withdraw funds, internal fund transfer, Chat Widget and many more.

    IB Portal

    Manage your Introducing Partner Commission with Modern Equipped Software. All transaction, deposits and trade volume are calculated automatically.

    Leads and Clients

    Managing your Leads & Clients becomes easier and more efficient than ever before. Increase sales, save time, and grow your business.

    70+ Deposit Options

    Over 70 secured and trusted pаyment gateways are integrated for safe and secure pаyment trаnsactions.

    Some Key Features

    New Integration and Features of Your Choice

    Sales just got Simple

    One Stop solution for your Sales Pipeline

    Lead Auto Assignment
    Integrated Telephony
    SMS/Whatsapp Messages
    Regional payment Methods

    Made by business people for business people

    A core part of every CRM is to make it easy to create and manage leads for sales representatives and IBs. Our CRM will assist you with all the data needed for sales enforcement to improve the quality of lead generation.

    Back Office for Brokerage

    See how our product works

    Features Involved

    An effective CRM strategy encompasses a range of activities

    Responsive Dashboard

    Dashboard to visualize comparisons and trends in sales. An option to follow up the Leads.

    Role Management

    Allows Admin to assign necessary rights and permissions to the Staff members

    Dynamic Reports

    Track the monthly, quarterly, and annual records on analytics like deposits, withdrawals of the client

    Real Time Notifications

    You will be instantly notified of the client activity

    Multilingual CRM

    Ensures that you can serve your clients beyond linguistic boundaries


    Plan your marketing activities more effectively and send mass emails

    Multi Level IB Cabinet

    Expand your IB business (IBs within IBs) By offering multi-tier IB structure

    Support System

    Providing Inbuilt Ticketing system and Chat Widget for quick support

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    Discover the prominent features


    Deposit and withdraw with ease

    CRM has arranged 70+ different trustable payment gateways to ensure secure and safe transactions. Customers can easily choose the best payment mode according to their convenience.


    Activity and finаnciаl reports

    Comprehensive statistics are available for Users. Deposits, withdrawals, trаding activity and all other custom reports are automatically sent to your email.


    Third Party Integration

    Seamless integration with MetaTrader Platform enriches your customer's and gives you full access to transaction information.

    See all Features


    Featured with variant Sign Up options. CRM enable users to register with Quick Sign up and A multi step registration Process followed by 2FA and email verification.

    Create Live Account

    Easily create MT4/MT5 Live accounts with multiple Leverage options and Account Types available.


    Miscellaneous options toDeposit in Live Accounts aided


    A quick overview of Accounts and Transaction details. Dashboard redirects to desired screens.

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