CRMX
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The intelligent CRM for modern brokerages

Unify clients, teams, trading activity, compliance, and operations in one intelligent ecosystem—built to turn complexity into confident action.

Request a DemoExplore CRMX

One platform. Every role. Complete visibility.

Trusted by brokerage teams operating across
LondonDubaiLimassolSingaporeJohannesburgSão PauloLondonDubaiLimassolSingaporeJohannesburgSão Paulo

The problem

Growth adds tools. Tools add gaps.

Most brokerages run on a patchwork: one system for leads, another for accounts, spreadsheets for IB payouts, email threads for compliance. Drag the divider to see what changes when it all lives in one record.

The patchwork7 tools · 0 shared records
01

Leads live in a marketing tool; funded accounts live in the trading platform. Nobody knows conversion by source.

02

IB commissions calculated in spreadsheets at month-end, disputed by week two.

03

KYC documents chased over email, approvals buried in inboxes.

04

Leadership reporting assembled by hand every Monday.

With CRMX1 platform · every role
01

One client record from first click to first trade, with attribution intact.

02

Multi-tier commissions computed per trade, visible to IBs in real time.

03

A KYC Review queue with SLAs, expiring-document alerts, and an audit log on every decision.

04

Priority Actions and Needs Attention Today on every dashboard, updated live.

The platform

Six modules. One record of truth.

Every module reads and writes the same client record, so a lead, a funded account, a KYC file, and an IB commission are never four separate stories.

Inside CRMX

One workspace, tuned to your role.

Sales sees leads and targets. Backoffice sees KYC and request queues. Finance sees payment SLAs. Every role opens to its own day at a glance and Priority Actions.

CRMX dashboard
Unassigned leads25+9 vs last month
SLA breaches this week15
First contact > 30 minReview by agent →
Net Money In — July78%
$1.20M of $1.45M · 9 days left
MTMichael Torres● Deposit Step 2
0%less time spent reconciling data across tools
0.0Mclient records managed on CRMX
0.00%uptime over the last 12 months
0 wksmedian time from contract to go-live

How it works

Live in weeks, not quarters.

Clients · Import preview1,842 records
MT5 accounts ✓KYC files ✓Notes · mapping
ClientStageEquity
MTMichael TorresDeposit 2$42,300
LHLayla HaddadKYC ✓$18,950
OROmar Rashid1st call—
SKSara KimFunded$96,120
72% mapped
01

Map your data

We import clients, accounts, and history from your current tools and trading platform.

Sales Manager
Dashboard
Desks
Sales Agents
Call Center
Target
Requests
Permissions · Desk AScope: Region MENA
View all desk leads
Reassign leads
Approve discounts
Process withdrawals
Edit KYC decisions
Save rolePreview as Sarah
02

Define roles & flows

Configure teams, permissions, pipelines, and approval chains with your operations lead.

Good evening, SarahLive · Desk A
Net Money In$1.20M78% of target
Unassigned leads25+9 vs last month
SLA breaches15First contact > 30m
Priority actions
Rebalance 25 unassigned leads → reach 92%Today
Review 6 rejected KYC with BackofficeRequests
Approve 3 IB payout requestsFinance
03

Go live, together

Phased rollout by desk, with training and a dedicated success manager for the first 90 days.

Roles & permissions

Everyone sees exactly what they should.

Each role gets its own workspace: only the modules, queues, and actions it owns. Scopes follow desk, team, and region, and every view, export, and approval inherits them.

Day at a glance

Good evening, Sarah — here's your day at a glance

25 leads unassigned15 SLA breaches6 rejected KYC3 escalations
Net Money In — this month78%
$1.20M of $1.45M · 9 days left · Rebalance 25 unassigned leads → reach 92%
Modules in this workspace
DashboardDesksSales AgentsCall CenterTargetRequestsLeadsClientsIBsTransactions

Integrations

Plugs into the stack you already run.

Native connectors for MetaTrader 5, cTrader, payment providers, KYC vendors, and messaging. An open API and webhooks cover the rest. Tap a node to bring it online.

CRMX2/9 live

Pricing

Priced for the size of your book.

Every plan includes all six modules. Tiers differ in seats, volume, and support.

MonthlyYearly −20%
Growth
$3,500/ month

For emerging brokerages consolidating their first stack.

Up to 15 seats
25,000 client records
All six modules
Email support
Start with Growth
ScaleMost common
$10,500/ month

For multi-desk operations with active IB networks.

Up to 60 seats
250,000 client records
Unlimited IB tiers
Priority support & SLAs
Request a Demo
Enterprise
Custom

For regulated groups across multiple entities and regions.

Unlimited seats & records
Multi-entity data residency
Dedicated success manager
Custom integrations
Talk to Sales

FAQ

Common questions.

Something not covered? Our team answers within one business day.

MetaTrader 5 and cTrader are supported natively, with account creation, balance sync, and trade-level data. Other platforms connect through the REST API and webhooks.

Each customer runs in an isolated environment in the region you choose. Enterprise plans support multi-entity data residency for groups operating under several licences.

Yes. Onboarding includes a mapped import of clients, accounts, notes, and documents. Most migrations complete within the first two weeks.

Per trade, against the structure you define: unlimited tiers, per-symbol or per-group rates, and overrides per partner. IBs see live statements in their own portal.

Requests are how work moves between roles: a Sales Agent asks Backoffice to review KYC, Backoffice sends a payout to Finance, Finance flags a stuck transaction to Operations. Each request carries its SLA, owner, and history.

Growth and Scale are billed monthly with no minimum term. Enterprise agreements are annual.

All plans include email support. Scale adds priority response times; Enterprise includes a dedicated success manager and a shared channel with our team.

See your brokerage with clarity.

A 30-minute walkthrough with your data model, your roles, and your questions.

Request a DemoTalk to Sales