Industries · Prop Trading Firms

From evaluation to funded, in one flow.

Track candidates through challenge phases, promote passers to funded accounts, and run payouts with maker-checker control — the whole prop lifecycle on the same record.

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2-phasechallenge funnels modelled out of the box

Liveaccount metrics during evaluation

SLAon every payout request

Why CRMX

The prop lifecycle is a pipeline.

Challenges are funnels, funded traders are clients, payouts are finance queues — CRMX already thinks this way.

Challenge funnels

Evaluation phases as pipeline stages, with pass/fail rules visible and every candidate's account metrics live.

Phase conversion reporting

Automatic stage moves on pass

Funded trader management

Passers become funded clients on the same record — history intact, scaling plans tracked, risk flags inline.

Scaling plan milestones

Risk flags on the record

Payout discipline

Payout requests route to Finance with the calculation attached, maker-checker approvals, and a full audit trail.

Threshold-based approval chains

Trader-visible status

Payout day stopped being a support-ticket avalanche. Traders see their request move through the queue, and finance sees the numbers behind every payout.

Ziad KaramFounder, prop firm (mock)

See your brokerage with clarity.

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

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