01
Products
CRM
A purpose-built CRM for brokerages — onboard clients, manage KYC, track deposits and automate retention.
Leads
1,284 +12%
Conversion
18.4% +2.1%
Active clients
6,920 +340
Revenue
$1.2M +8%
Sales pipeline
New leads42
Contacted28
KYC16
Funded9
Overview
Run your brokerage from one back office
Brokers CRM unifies onboarding, KYC, deposits, withdrawals, IB structures and client communication in a single workspace. Automate the journey from lead to funded trader, give every desk the data it needs, and stay audit-ready with full role-based access and reporting.
Features
Designed to move the needle
Three principles guide everything in the CRM — visibility, flexibility and speed.
02
Deposit / withdrawal workflows
03
Sales desk & retention tools
04
Granular role permissions
By the numbers
Infrastructure you can build a brokerage on
99.99%
Platform uptime SLA
< 15 min
Average support response
24/7
Expert technical support
12
Supported languages
Benefits
Everything your revenue team needs
From first touch to lifetime value, the CRM covers the full client lifecycle.
01
Contact Management
02
Sales Team & Opportunity Management
03
Lead Management
04
Reports & Dashboards
05
Sales Analytics
06
Email Client Integration
07
Sales Data
08
CRM Data & File Storage
09
Sales Performance Management
10
Marketing Automation Integration
11
Role-Based Views
12
Customization Options
13
Customer Opportunity Management
Security & compliance
Protected at every layer
The same institutional-grade controls run across every PlatformsFX product.
AES-256At restTLS 1.3In transitSOC 2Audited2FAEnforced
FAQ
Frequently asked questions
Does it include KYC and compliance tools?
Yes — configurable KYC flows, document verification, audit trails and role-based permissions are built in.
Can it handle IB and affiliate hierarchies?
Multi-level IB and affiliate structures with automated commission calculation and payout reports are supported out of the box.
Which payment providers integrate?
Major PSPs, cards, bank transfer and crypto gateways connect through ready integrations, with reconciliation handled inside the CRM.
Ready to launch your brokerage?
Book a personalized walkthrough of the full PlatformsFX stack with our solutions team.
Request a Demo