Brokerage Technology · Forex CRM
run your brokerage on one powerful CRM
The complete operating system for forex brokers — client portal, MT4/MT5 integration, IB commissions, payments, KYC and a full sales desk in one platform. Pick a plan, pay online and your own branded CRM is live on your own subdomain in minutes.
Traders managed per brokerage
Payment gateways pre-integrated
IB commission models — tiered, per-lot & CPA
White-label — your brand, your domain
One Platform · Four Cockpits
every seat in your
brokerage, covered
Clients, admins, IBs and sales agents each get a purpose-built workspace — all reading from the same database, in real time.
For Your Traders
a client area that converts
- Register, verify KYC and fund — all in one guided flow
- Live & demo MT4/MT5 accounts created instantly, no manual steps
- Deposit via crypto, cards or local payment rails
- Withdrawals, internal transfers and full transaction history
- Bonus wallet, referral rewards and multi-language interface
For Your Operations Team
approvals, not admin chaos
- 360° client profile — accounts, funding, KYC, notes and call history
- One-click deposit & withdrawal approvals with audit trail
- KYC document queue with verification gates on funding
- Role-based access — finance, support, sales see only their scope
- Live “who’s online” admin roster with session & IP tracking
For Your Partners
an IB network that runs itself
- Multi-tier IB structures — per-lot rebates, revenue share and CPA
- Commission calculation is automated and duplicate-proof
- Referral links and campaign tracking for every partner
- IB dashboard — clients, volume and earnings in real time
- One-click payouts with full history and reporting
For Your Sales Floor
every lead worked, nothing leaks
- Leads captured automatically from your website, landings and ads
- Assignment & scoping — each agent sees only their own book
- Built-in WhatsApp inbox and cloud softphone — call from the CRM
- Branded email templates and follow-up sequences
- One-click lead-to-client conversion with funnel reporting
Features
everything a broker needs
Every module ships as standard — no per-feature pricing, no surprise add-ons.
Client Portal
Modern client area — registration, profile, live & demo accounts, deposits, withdrawals and internal transfers. Responsive on every device.
MT4 / MT5 Integration
Automated trading-account creation, real-time balance sync and deposits/withdrawals pushed straight to the trading server.
IB & Partner Program
Multi-tier IB structures with per-lot rebates, revenue share and CPA — automated commission calculation, referral links and IB dashboards.
Payment Gateways
Crypto (USDT TRC20/BEP20), cards and local PSPs pre-integrated. Enable, hide or geo-target any gateway with one switch.
KYC & Compliance
Document categories, requests and approvals, verification gates on funding and withdrawals — with a full audit trail.
Leads & Sales Desk
Lead capture, assignment and per-agent scoping — every rep sees only their own book. Convert lead to client in one click.
Omni-channel Comms
Built-in WhatsApp inbox, cloud softphone calling and branded email templates — talk to clients without leaving the CRM.
Bonuses & Campaigns
Deposit bonuses with wagering rules, referral rewards and marketing campaigns with tracked signup links.
Reports & Exports
Deposits, withdrawals, commissions and KYC reporting — CSV exports and live dashboards for management.
Roles & Security
Granular role-based access, live “who’s online” admin roster, session & IP tracking and activity logs on every action.
Multi-language
Localized client area out of the box — serve clients in the languages your markets actually speak.
API & Integrations
Secure APIs connect your website, landing pages and mobile apps — leads and signups flow straight into the CRM.
Self-Serve
your own CRM,
live in minutes
No sales calls, no setup fees, no waiting. Choose a plan, pay by card or bank transfer, and your branded CRM is provisioned automatically on its own subdomain.
Pick a plan
Starter, Growth or Enterprise — monthly or yearly. Every plan includes the client portal, KYC, payments and your own branding.
Create your workspace
Company name, your subdomain (yourbroker.crm.btsfxprotech.com) and an owner login. The address is checked live as you type.
Pay online
Card checkout or bank transfer. Your first invoice is issued instantly; renewals are generated automatically before each period ends.
Log in and go
A dedicated database and portal are provisioned for you. Log in, upload your logo, invite your team — your clients can register the same day.
White-Label · Self-Service
your logo. your colours.
your team.
Everything a company owner needs to make the CRM theirs is inside the Workspace menu — no ticket to us, no designer, no downtime.
- Branding — name, tagline, logo, favicon and brand colours. The whole portal, client area and every email re-themes instantly.
- Team — invite staff by email with a role; seats are counted against your plan so you never over-pay.
- Billing — days remaining, invoices, renew or change plan in two clicks.
- Your subdomain — clients and IBs only ever see your brand at your address. Custom domains on Enterprise.
Integrations
plugs into your stack
Trading servers, payment rails and communication channels — pre-wired. Need something else? We integrate it as part of setup.
Trading Platforms
Payments & Crypto
Communication
Compliance & Security
+ your existing gateway or dialer — custom integrations delivered during onboarding.
Plans & Pricing
one price, every module
No per-feature add-ons, no setup fee. Upgrade, downgrade or cancel from your own billing page.
Starter
- Up to 5 staff seats
- Up to 1,000 clients
- Client portal + KYC
- Deposits & withdrawals
- MT5 account requests
- Your logo & colours
- Email support
Growth
- Up to 20 staff seats
- Up to 10,000 clients
- Everything in Starter
- IB / partner programme
- Copy trading
- WhatsApp inbox & broadcasts
- Priority support
Enterprise
- Unlimited staff seats
- Unlimited clients
- Everything in Growth
- Funded / prop challenges
- PAMM
- Custom domain
- Dedicated account manager
All prices in USD. Card payment or bank transfer · invoices and renewal reminders are automatic · custom onboarding and data migration available on request.
Billing That Runs Itself
no surprises, no chasing
Reminders before renewal
Seven, three and one day before your period ends you get a reminder and a ready-to-pay invoice by email. Pay it and nothing changes.
7-day grace period
Missed the date? Your portal keeps working for a week with a banner for the owner — clients and staff are never interrupted.
Locked, not lost
After grace the portal pauses. The owner can still sign in to Billing and renew — the moment payment lands, everyone is back in. Your data is never deleted.
Build vs Buy
the math is simple
building it in-house
- $150k–$400k development cost before launch
- 12–18 months to a first usable version
- A permanent dev team just to maintain it
- Every gateway & MT5 integration built from zero
- Compliance and security are your problem
with our forex CRM
- Live in minutes — sign up, pay, log in
- One predictable monthly plan, no per-feature add-ons
- Updates & support included — we maintain it
- MT4/MT5, payments and comms already wired
- Battle-tested daily on live brokerages
Need More Than Self-Serve?
managed onboarding,
when you want it
Self-serve gets you live today. Larger brokerages can add a guided rollout on top of any plan.
Discovery & Branding
We map your brokerage model and finish the theming with you — domain, emails, client area.
Integrations
Your trading server, payment gateways and comms channels wired up and tested by us.
Migration & Training
Existing clients, balances and IB structures imported; your team trained on the back office.
Go-Live & Support
Launch with monitoring, ongoing updates and a support line that actually answers.
FAQ
questions brokers ask
Fully — and you do it yourself. Upload your logo and favicon, set your brand colours and tagline from the Workspace menu and the client portal, back office and every email re-theme instantly. Clients and IBs only ever see your brand at your own subdomain (custom domain on Enterprise).
Native server-level integration: trading accounts are created automatically on signup approval, balances stay in sync, and approved deposits/withdrawals are pushed straight to the trading server — no manual dealing-room work.
Yes — self-hosted deployment on your infrastructure with full ownership of your client data, or fully-managed hosting by us. Your choice, switchable later.
Crypto (USDT TRC20/BEP20, Binance Pay), Sticpay, cards, bank wire and regional PSP rails for markets like South Asia, LATAM and MENA — plus any gateway you already use, integrated during onboarding. Every gateway can be enabled, hidden or geo-targeted per country.
Yes. Clients, trading accounts, balances and IB structures are imported and verified as part of onboarding — your team is trained before go-live so switching is seamless.
Three flat plans — Starter $299, Growth $599 and Enterprise $1,299 per month, or pay yearly and get two months free. Every module is included in every plan; the only difference is seats, client volume and the advanced modules (IB, copy trading, PAMM, funded challenges). Cancel or change plan any time from your billing page.
Minutes. Sign up, pay, and a dedicated database and portal are provisioned for you automatically — you watch it happen on a live status page and log in as soon as it says ready. Your team joins by email invite the same day.
You get reminders 7, 3 and 1 day before renewal with a pay link. After the date there is a 7-day grace period where everything keeps working. Only after that does the portal pause — the owner can still sign in and renew, and access is restored the moment payment lands. Data is never deleted.
Get In Touch
See the CRM in action
Tell us what you are building and who it is for. An engineer replies within one working day with questions or a time for a call — no sales sequence.