Forex CRM

Our Brokeret CRM streamlines your processes and acts as a central focus point for your organization. With our easy-to-use CRM you can be sure of offering the very best in customer service. It aids you to monitor new Leads, processing Deposits/Withdrawals, Client/IB administration, Compliance and Marketing capabilities.

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Features of Brokeret CRM

Our effective Brokeret CRM generally encompass a whole range of activities, it also relies on working software capable of automating, tracking, and coordinating communication with customers. Some of the features of it are as follows.


Intuitive CRM interface allows you to find everything at a glance starting from the inbox. Our system interface is a product of many years of improvement following many top industrial leaders. Flexible workflow setting and role managements enable brokers to customize the system according to their needs. Thus, get a clean overview of your entire sales pipeline or a list of immediate operational needs in a clean visual Inbox.

Multi-Level IBs Logic

Multi-level IB system enables brokerages to exponentially grow their trader database. Thus, the brokers set the commission settings in an intuitive web interface and are able to see instant feedback. On the IB side the interface incentivizes IB registrations and streamlines referrals.

Sales Strategy

Our Brokeret CRM of Brokeret will guide your agents to carry out the appropriate strategy to engage and capture more leads. As a result, you will sell smarter and expand your business faster even while working from remote location. Thus, empower your teams to provide great customer service from anywhere by providing automated guidance for all types of leads, contacts and clients.

Multi-Channel Marketing

Our Brokeret CRM follows a typical sales strategy. On the other hand, CRM provides all the tools you need to unify all of your marketing channels. The system comes packed with all the tools you need to track and convert. You will not need any programming skills to create Landing Pages, propagate your promo materials via your IBs on Social Media, analyze Paid Marketing, or enable Call Centers to follow simple client lists.


Generally, the broker relies on internal and external staff with day-to-day operations. Client registration, KYC, deposits and withdrawals are attended to by the operation staff. Thus, the system simplifies operations by assigning roles to your staff. As a result, agents in a support role will ensure client satisfaction and so on.


Increasing the speed of support response is the goal of your Support Department. The system has a built-in Forex Live Chat System, Support Ticket System, allows for Phone System integration, and supports email tracking. Multiple Support Channels all in one place seamlessly integrated between each other.

Brokeret CRM Ultimate Solution to Your Brokerage Business

Our easy-to-use Brokeret CRM help you to maximize revenue for your FX brokerage agency. It can be customized to your exact business model and optimized to match your existing procedures.

Seamless Integration

As we all know retention is the key to success. As a result, our Brokeret CRM is seamlessly integrated to trading solutions.

Easy to use

Our Brokeret CRM is continuously updated to market needs ensuring you get the leading-edge and built-for-purpose solution from sales all the way through to marketing.

Over 70 payment integrations

The Brokeret CRM is pre-integrated with more than 70 payment forex options that just requires your merchant account credentials to start receiving payments.

Zero development required

Our Brokeret CRM has been developed to allow your CRM and custom portal to be fully operational and integrated without any IT development.

Benefits of Brokeret CRM

Our Brokeret CRM system developed exclusively for Forex Brokers and White Labels who are dedicated to a higher level of Customer Experience. Some of the advantages of it are as follows

Deposit Processing Control

Our Brokeret CRM is integrated with a number of payment processing systems. You will be able to access detailed payment reports including any kind of failed transactions at once.

Customer Data Management

Our Brokeret CRM creates detailed reports that include personal trading, marketing and other necessary customer information. Each employee can independently set the necessary data search parameters using a wide variety of filtering options.


Brokeret CRM can easily be integrated with various trading platforms like Meta Trader 4 and Meta Trader 5 WL solutions.

Platform Features

Brokeret CRM allows you to call customers as well as send SMS to individuals or customer groups. The CRM can be utilized as an all-in-one platform. You can open and close transactions without ever switching from one tab to another.

Different Access Levels

Brokers using the Brokeret CRM system can assign different access levels to partners and internal departments of the company. If there is a need, managers can restrict employee access to customers’ personal data (phone numbers, last names, and e-mails).

Safety and reliability

Our Brokeret CRM system’s key advantages is the flexibility in setting up security parameters. Each parameter can be customized based on the needs of various company departments.

Integration WithPopular Apps

Brokeret intergrate with popular apps. Help you easy to connect and collaboration