Products · The Platform

One platform for your entire brokerage.

CRMX unifies leads, clients, trading accounts, IBs, compliance, and payments in a single intelligent ecosystem. Every module reads and writes the same client record — so nothing is ever out of sync.

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6modules on one shared client record

2.4Mclient records managed on CRMX

99.98%uptime over the last 12 months

6 wksmedian time from contract to go-live

The modules

Six modules. One record of truth.

A lead, a funded account, a KYC file, and an IB commission are never four separate stories.

Leads & Desks

Lead scoring, desk assignment, call-center queues, and one-tap Call, Email, WhatsApp, and Follow-Up actions.

Auto-assign by desk capacity and language

Click-to-call with outcomes logged

Clients & Trading Accounts

Every client, trading account, deposit step, and interaction on a single timeline, with KYC status inline.

MT5 / cTrader balances synced live

Deposit steps 1–3 tracked per client

IBs & IB Operations

Corporate and individual IBs, sub-IB trees, referred clients, and payout requests routed straight to Finance.

Unlimited sub-IB tiers

Per-trade commission clarity

KYC Review & Audit Log

Document review queues with SLAs, flagged transactions, expiring documents, and a full audit trail.

Queue ordered by SLA remaining

Immutable audit log on every decision

Payments & PSP

Deposits, withdrawals, IB payouts, and PSP reconciliation with same-day processing tracked against SLA.

Maker-checker on every withdrawal

Stuck-transaction alerts

Target & Requests

Net Money In targets per agent and desk, commission plans, and a Requests workflow that moves work between teams.

Targets per agent, desk, region

Requests with owners and SLAs

We replaced five disconnected tools with CRMX. For the first time, sales, backoffice, and finance are looking at the same client — and arguing about strategy instead of numbers.

Karim NassarCOO, multi-desk FX brokerage (mock)

FAQ

Platform questions.

The most common questions about how CRMX fits together.

Do all plans include all six modules?

Yes. Growth, Scale, and Enterprise all include the full platform. Tiers differ in seats, volume, and support — never in modules.

Can we start with one module?

You can roll out desk by desk and team by team, but the record is shared from day one — that is what makes the platform work.

How does CRMX connect to our trading platform?

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

See your brokerage with clarity.

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

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