Forex CRM Tech

We offer the most affordable Forex CRM Tech for MT5 and VertexFX. a well-thought-out design with standout features and practical solutions.

About Forex CRM Tech

We guarantee that our customers have no problems by providing the best Forex CRM solution for MT5 and Vertex. To build a safe CRM for you and your brokerage enterprises, we have professionals with a wealth of knowledge and training in addition to a group of skilled designers. Our team of knowledgeable developers will work with you to build an efficient and user-friendly FX broker platform.

Quick Set up

The installation may be finished in a few hours by our skilled staff. With our CRM, you can effortlessly manage deposits and withdrawals, carry out KYC procedures, launch marketing campaigns, and keep an eye on all of your clients and their trading activity.

Infinite Users

Numerous trading accounts and clients can be supported indefinitely using Forex CRM Tech. There are advanced features in Client Portal, IB Portal, and PAMM. From a single interface, manage team members, sales, operations, and back-office functions.

10-Levels of IBs

A multi-level IB system allows Brokerages can quickly grow the number of traders in their database by using a multi-level IB system. Thus, through a user-friendly web interface, brokers can set the commission parameters. In addition to facilitating IB referrals, the platform promotes IB registrations.

Salient Features of our Forex CRM Tech

In order to provide forex brokers and dealers with a dependable solution that organizes and securely stores personal data, ForexCRM Tech was founded back in 2020. The goal of the product’s introduction was to offer a solution to brokerage businesses, both new and established.

Easy Payment Processing

When they receive their withdrawals on schedule, clients and IBs are thrilled. Your IBs and clients' payments are continuously tracked and transmitted by our framework in a secure and organized manner.

IB Commission Framework

A multi-level IB structure enables brokerages to grow their clientele quickly. Through a user-friendly online interface, brokers may quickly configure the commission structures and receive assistance. The interface makes it easier for IBs to refer others and promotes IB registrations.

Simplified Data

View the multi-level IB system, trading history, and traders' data in one location. This enables you to monitor the business process more closely. Important data including e-wallet transactions, withdrawals, deposits, IB, and much more are included in this function.

The reasons behind
selecting our Forex CRM

Management of Staff Roles

Efficient team management through a hierarchical structure. Forex CRM Tech simplifies permissions, ensuring smooth internal access for your loyal employees.

Affordable Pricing

Track client data monthly, quarterly, and yearly. Analyze IB, withdrawals, deposits, and e-wallet transactions, a standout CRM feature.

System for Ticketing Support

Our support department aims for faster response times. We offer a ticket tracking system and unified support channels for quicker issue resolution.

MT5/Vertex Integration

FX CRM software streamlines client management and trading. Easily manage the software with VertexFX, MT4, and MT5 integration

Instantaneous Notification

Real-time client updates through direct connection of the trader's room and FX CRM platform for instant notifications.

E-Wallet

Personal eWallet for seamless money-trading connection. Handle multiple transactions, including MT5 to e-wallet, IB commissions, and more.

Payment Gateway Contextualization

Simplify trading and customer management with our all-in-one FX CRM software. Seamlessly manage it with VertexFX, MT4, and MT5 integration.

PAMM

Open joint investment accounts on your MT 4 or 5 and VertexFX trading platform with an intuitive trader's lounge by integrating Forex Back Office CRM with PAMM.

Integration with Crypto Payment Gateway

Back Office CRM connects with Techysquad's turnkey cryptocurrency payment solution, Cryptoliink.