Forex CRM Systems That Scale With Your Ambition

All-in-One Forex CRM Platform That Transforms Your Operations

Enhance client relationships, streamline your backoffice, and gain a competitive edge in the Forex market.

Why Choose Our Forex Broker CRM Solution?

Clients and Partners Management

Deliver exceptional service and grow your network with streamlined client and partner management tools integrated into our CRM for forex brokers.

Client Segmentation

Multi-tier Commission Structures

Affiliate Tracking

Client Management Dashboard for Forex Brokers - DivulgeTech

Backoffice Management

Streamline day-to-day operations and stay ahead with data-driven strategies using our back-office management tools and automation.

Transaction Processing

Commission Management

Reporting and Data Export

Compliance and Security Features

Safeguard your business, ensure compliance, and build trust with robust security measures integrated into our Forex CRM software.

Client Document Management

Role-based Access Control

Two-factor Authentication (2FA)

CRM for Forex Backoffice Operations - DivulgeTech

Customization and Third-Party Integrations

Future-proof your business with a flexible, scalable forex broker CRM tailored to your needs, and create a unified ecosystem.

Modular Architecture with Scalable Infrastructure

REST API Access and Webhooks Support

PAMM, Social Trading, and Copy Trading

Trading Platform and Payment Gateway Integration

Provide a seamless trading experience and flexible payment options through our dedicated CRM for Forex brokers.

Multiple Payment Options

Real-time Data Sync with MT5 and MT4 platforms

Trading Account Management

Software Payment Options Integration - DivulgeTech

Forex Backoffice Support Services - DivulgeTech

Training and Support

Receive comprehensive support to maximize the potential of your Forex CRM solution and ensure long-term success.

Onboarding Assistance

Professional Support

Resource Library

Ready for a CRM That Actually Fits Your Business?

See how our custom-built CRM can streamline your operations and support your growth.

Frequently Asked Questions

What sets your CRM solution apart from other forex CRM providers?

Our All-in-One CRM Solution is specifically designed for forex brokers, integrating three essential platforms— Backoffice, Partners Area, and Clients Area. This comprehensive approach provides a single, scalable platform that addresses all your brokerage needs, unlike generic CRM platforms.

How can your forex back-office software improve our brokerage’s efficiency?

Our CRM solution streamlines all your operations by integrating client management, back-office tasks, and compliance procedures into a single platform. Automation features reduce manual workload, while real-time data access enhances decision-making, leading to increased efficiency across your organization.

Can your forex broker CRM solution integrate with existing trading platforms like MetaTrader 4/5?

Yes, our MT4 CRM & MT5 CRM solutions offers seamless integration with popular trading platforms such as MT4 and MT5. This allows for real-time data synchronization and account management directly from the CRM, providing a seamless trading experience for your clients.

Does your CRM for forex brokers support multi-language and multi-currency options?

Yes, our CRM is designed to support multiple languages and currencies, allowing you to cater to a global client base. This flexibility helps you expand into new markets seamlessly and provides a personalized experience for clients from different regions.

How does your CRM solution for forex brokers help with compliance and security?

Our CRM solution includes robust KYC and Compliance Tools and Security Features like document management, data encryption, role-based access control, and two-factor authentication (2FA). These features help you navigate regulatory requirements confidently and protect sensitive data, ensuring trust and compliance.

Is your CRM software customizable to fit our specific business needs?

Absolutely. Our Forex Broker CRM offers Customization and Scalability through modular architecture, white-label solutions, and a scalable infrastructure. You can tailor the platform to your evolving needs and integrate it with third-party tools using REST API and Webhooks, creating a unified ecosystem for your forex brokerage.

What kind of support and training do you provide for your forex broker CRM solution?

We provide comprehensive Training and Support that includes onboarding assistance, professional support, and access to a resource library. Our dedicated team ensures smooth implementation and ongoing success, helping you maximize the potential of our CRM software solution.

What is MT5 CRM and how is it similar to a Forex CRM?

MT5 CRM is a specialized Forex CRM solution designed for brokers using MetaTrader 5. DivulgeTech’s MT5 CRM not only covers all standard Forex CRM features like client management, KYC/AML compliance, deposits & withdrawals, partner program automation, and reporting, but also provides real-time synchronization with MT5, streamlining back-office operations and enhancing the overall client trading experience.

What is MT4 CRM and how does it compare to a Forex CRM?

MT4 CRM is a Forex CRM built specifically for brokers running MetaTrader 4. With DivulgeTech’s MT4 CRM, brokers benefit from full client and account management, multi-tier commission structures, affiliate tracking, and compliance tools, all integrated with MT4 for seamless trading operations. This ensures brokers can manage their accounts efficiently while providing a professional experience to their clients.

Do I need separate CRMs for MT4 and MT5?

Not necessarily. DivulgeTech’s Forex CRM solution supports both MT4 and MT5 platforms, allowing brokers to manage accounts, transactions, and reporting for both platforms within a single unified system. This eliminates the need for multiple CRMs while ensuring real-time data synchronization, scalable operations, and streamlined back-office workflows.

Have more questions?

Book a forex crm software demo today to learn how our all-in-one CRM solution can revolutionize your brokerage!

Ready to Scale Your Forex Business?