Best Forex CRM

Software 2026

Comprehensive comparison of the top Forex CRM solutions for brokers. We analyzed features, pricing, integrations, and user feedback to help you choose the right CRM for your brokerage.

Quick Summary: Top Forex CRM Picks

BEST OVERALL

Brokeret

4.9/5

Modern UI, competitive pricing, excellent for startups to mid-size brokers

Learn More
BEST FOR ENTERPRISE

B2Core

4.5/5

Extensive customization, crypto exchange support, enterprise features

View Details
BEST VALUE

UpTrader

4.3/5

Good feature set at competitive pricing, solid choice for growing brokers

View Details

Forex CRM Comparison Table

Side-by-side comparison of the top Forex CRM solutions based on key features and pricing.

CRM Provider MT4/MT5 cTrader IB Module MAM/PAMM Starting Price Rating
Brokeret $1,000/mo 4.9/5
B2Core $2,500/mo 4.5/5
CurrentDesk $1,500/mo 4.4/5
FXBO Limited $2,200/mo 4.2/5
Leverate LXCRM $3,000/mo 4.3/5
UpTrader $1,500/mo 4.3/5
Syntellicore $2,000/mo 4.2/5

*Prices are approximate and may vary based on features, customizations, and contract terms. Contact providers for exact quotes.

Detailed CRM Reviews

In-depth analysis of each Forex CRM solution to help you make an informed decision.

1. Brokeret

EDITOR'S CHOICE
4.9/5

Brokeret stands out as a modern, feature-rich Forex CRM designed for today's brokers. Built with a clean, intuitive interface, it offers all the essential features brokers need while maintaining competitive pricing that makes it accessible for startups and growing brokerages alike.

The platform excels in trading platform integration, supporting MT4, MT5, cTrader, and MatchTrader out of the box. Its IB management module handles complex multi-tier commission structures with ease, and the built-in KYC automation significantly reduces onboarding time.

Pros

  • Modern, intuitive user interface
  • Competitive pricing for startups
  • Excellent customer support
  • Fast implementation (1-2 weeks)
  • Regular feature updates

Cons

  • Newer player in the market
  • Some advanced features in development

Quick Facts

Starting Price: $1,000/mo
Setup Fee: From $1,000
Free Trial: Yes (Demo)
Deployment: Cloud/SaaS
View Brokeret CRM

2. B2Core (B2Broker)

4.5/5

B2Core is an enterprise-grade Forex CRM from B2Broker, one of the largest technology providers in the industry. It's designed for established brokers who need extensive customization capabilities and can handle complex multi-asset operations including crypto exchanges.

The platform offers deep customization options, making it suitable for brokers with specific workflow requirements. However, this flexibility comes with higher pricing and longer implementation timelines.

Pros

  • Extensive customization options
  • Crypto exchange support
  • Established vendor reputation
  • Multi-asset platform support

Cons

  • Higher pricing tier
  • Longer implementation time
  • Complex for small brokers
  • UI can feel dated

Quick Facts

Starting Price: $2,500/mo
Setup Fee: $10,000+
Free Trial: Demo Only
Best For: Enterprise

3. CurrentDesk

4.4/5

CurrentDesk is known for its strong reporting and analytics capabilities. The platform offers comprehensive dashboards that give brokers deep insights into their business performance, client behavior, and revenue metrics.

It's a solid mid-range option that balances features with reasonable pricing, making it suitable for growing brokers who prioritize data-driven decision making.

Pros

  • Excellent reporting tools
  • Good value for mid-size brokers
  • Strong compliance features
  • Reliable platform uptime

Cons

  • Limited customization
  • Slower feature updates
  • Basic mobile experience

Quick Facts

Starting Price: $1,500/mo
Setup Fee: $5,000+
Free Trial: Demo Only
Best For: Mid-size

Essential Features to Compare

When evaluating Forex CRM software, these are the key features that matter most.

Platform Integration

Native MT4, MT5, cTrader, and other trading platform connections

IB Management

Multi-tier structures, automated rebates, and partner portals

KYC/AML Tools

Automated verification, document management, compliance workflows

Payment Processing

Multi-PSP support, crypto payments, auto-withdrawals

Frequently Asked Questions

Common questions about choosing Forex CRM software.

Ready to Choose Your Forex CRM?

See why Brokeret is the top choice for modern forex brokers. Schedule a personalized demo to explore our features.