FXCRM
Overview
About FXCRM
FXCRM is a powerful Forex CRM designed to help forex brokers automate and manage every aspect of their brokerage business from a single platform. Recognized as one of the best Forex CRM solutions, FXCRM streamlines client onboarding, KYC verification, IB and affiliate management, trading account creation, payment processing, bonus management, lead tracking, and back-office operations.
Built for modern forex brokers, FXCRM integrates seamlessly with MT4, MT5, cTrader, payment gateways, and third-party services, enabling businesses to improve operational efficiency, reduce manual work, and deliver a superior client experience. Whether you're launching a new brokerage or scaling an established business, FXCRM provides the flexibility, security, and automation needed to grow faster.
At a glance
Software information
Industries served, licensing and the support FXCRM provides.
Industries
- Capital-markets
Licensing
- Proprietary
- Monthly Payment
- One-Time Payment
Support
- Live Chat
- Phone
- 24x7 Support
Training
- Webinar
- In-person
- Documentation
Capabilities
FXCRM features
The full feature set, grouped by module.
CRM
- Calendar & Task
- Contact Management
- Collaboration Tools
- Custom Dashboard
- Email Integration
- File Management
- Forecasting & Analytics
- Lead Management
- Mobile Access
- Pipeline Management
- Reporting
- Sales Automation
Contest
- Campaign Management
- Entrant Management
- Entry Management
- Forms Management
- Judging Management
- Skills Contests
- Social Recognition
Customer Service
- Escalation
- Feedback Management
- Help Desk
- Live Chat
- Response Templates
- Self-Service Portal
- Social Media Integration
Dashboard
- Data Filtration
- Data Integration
- Dynamic Images
- Embedded Analytics
- KPI Monitoring
- Timeframe Comparison
- Visual Representation
Help Desk
- Customer Review
- Customization
- Dashboards
- Document Storage
- Escalation
- Live Chat
- Multilingual
- Response Template
Innovation
- Engagement Monitoring
- Evaluation Workflow
- Feedback Management
- Gamification
- Idea Ranking
- Ideation/Crowdsourcing
Lead Management
- Email Integration
- Lead Capture
- Lead Distribution
- Lead Nurturing
- Lead Scoring
- Lead Segmentation
- Pipeline Management
- Reporting & Analytics
Plans
FXCRM pricing
- Unlimited user
- Unlimited IB level
- Bonus and Contest features
- All FXCRM Pro features
- Lead Mangement
- Unlimited payment gateway integration
- 5000 User limit
- 5 level of IB Commission Structure
- Lead Mangement
- Unlimited payment gateway integration
- 500 User Limit
- ALL FXCRM PRO features
- Additional user limit available with additional cost
Works with
Integrations
FXCRM connects with the tools your team already uses.
Media