Forex CRM
A complete back-office for brokers: client management, KYC, sales pipelines, payments and reporting — connected to your trading servers.
- MT4 / MT5 / cTrader
- KYC & compliance
- Sales & retention tools
What's included
Everything you need to launch Forex CRM
Everything a broker needs to launch and grow — CRM, trader's room, IB programs and trading-platform connectivity.
- Modules
- 8
- Core features
- 6
- Your branding
- 100%
Modules
Core features
Your branding
- Lead management
- Client portal
- Document manager
- Email & SMS marketing
- Ticketing
- Commission reports
- Audit trail
- Multi-language
Key features
Built for Forex Businesses
Back-office, KYC and client management
Client Management
360° client profiles with accounts, documents and history.
KYC Workflow
Document upload, verification and approval queues.
Sales Pipeline
Lead assignment, tasks and conversion tracking for your desk.
Payments
Deposits and withdrawals with multiple PSP integrations.
Reporting
Deposits, volumes, commissions and compliance reports.
Roles & Permissions
Granular access for sales, compliance, finance and support.
How we deliver
From Idea to Launch
- 01
Brokerage plan
Licensing path, platform choice, liquidity and payment providers.
- 02
Setup
CRM, trader's room and MT4/MT5 or cTrader integration configured.
- 03
Branding & QA
Your brand across portals, emails and mobile apps — fully tested.
- 04
Go live
Launch in about 30 days, with ongoing support and upgrades.
Technology we use
Built to scale. Proven in numbers
120+
projects delivered for clients worldwide
40+
engineers, designers and QA specialists
12+
countries our clients operate in
99.9%
uptime target on managed platforms
Client testimonials
What Our Clients Say
“Tech9XM delivered our white-label crypto exchange on schedule. The matching engine is fast and the admin panel is exactly what our ops team needed.”
“Our forex CRM and trader's room were integrated with MT5 in weeks, not months. Support has been responsive at every step.”
“They understood our prop-trading model quickly and built the evaluation dashboard with clean, well-documented code.”
“The crypto payment gateway went live smoothly and our merchants onboarded without any friction.”
“Tech9XM automated our reporting and approvals with a custom ERP. Our team saves hours every week.”
“Our MLM and affiliate platform handles complex commission plans reliably. Great communication throughout the project.”
“The AI image and video tool they built for us is fast, scalable and easy for our users to understand.”
“From API integrations to deployment, the team was professional, transparent and always delivered what they promised.”
FAQ
Questions, Answered
Can't find what you're looking for?
Which platforms does the CRM connect to?
MT4, MT5 and cTrader out of the box, with FIX API integrations available for other platforms.
Can we customise workflows?
Yes — approval flows, roles, fields and reports can all be tailored to your operations.
How much does it cost?
Every project is quoted on its real scope — the markets, integrations and features you need. Share a few details in the enquiry form and we'll send a fixed, itemised proposal within 48 hours.
Do I get the source code?
Yes — on custom builds you own the full source code and IP.
Ready to Launch or Scale Your Product?
Talk to our team about crypto, forex, custom technology or AI solutions tailored to your business model.
Get Started
Our team will understand your idea, show relevant demos and send you a detailed proposal.
- STEP 01
Share your idea
A 30-minute call to understand your product, market and timeline.
- STEP 02
Demo & proposal
Live demos of similar builds, plus scope, cost and delivery plan.
- STEP 03
Kick-off
A dedicated team starts building — with weekly demos from week one.
