Industries · Forex & CFD Brokers

Built for the FX sales floor.

CRMX was designed inside the FX world: MT5 and cTrader native, deposit funnels, IB trees, KYC queues, and Net Money In targets — the exact machinery a retail broker runs on.

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MT5 + cTnative trading platform integrations

40%less time reconciling data across tools

6 wksmedian go-live for FX brokers

Why CRMX

Not a generic CRM with plugins.

The core objects are brokerage objects: desks, deposit steps, IB tiers, KYC files, PSP queues.

The FX funnel, modelled

Lead → 1st call → deposit steps → funded — the pipeline stages your desks already speak, tracked out of the box.

Conversion by source and desk

Stalled-deposit alerts

Trading data where sales works

Balances, equity, and trade activity from MT5/cTrader inline on the client record — the retention call writes itself.

Live balance sync

Trade-level history

Compliance without friction

KYC queues with SLAs sit next to the sales pipeline, so onboarding never becomes the bottleneck.

Expiring-document alerts

Audit log on every decision

CRMX speaks broker. Desks, drops, NMI, IB tiers — we didn't have to translate our business into someone else's CRM vocabulary.

Tarek MansourCEO, retail FX broker (mock)

See your brokerage with clarity.

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

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