Advanced CRM Platform
The CRM Built for Modern Trading Businesses
A unified CRM platform designed to streamline operations, boost sales, and strengthen customer relationships.
Boost Conversions
Optimize every step of your lead journey with automated scoring, smart routing, and personalized engagement.
Increase Retention
Build long-term client relationships with proactive communication, insights, and tailored account experiences.
Stay Compliant
Ensure regulatory compliance with secure data handling, audit trails, and integrated KYC/AML tools.
Lead Management
Capture, Qualify, and Convert Leads
Streamlined tools to manage every stage of your lead funnel.
Explore solution- Import leads from 30+ sources including Facebook, Google, and custom web forms
- Auto-score leads by behavior, source quality, deposit history, and profile completeness
- Visual pipeline stages: New → Contacted → Qualified → Demo → Deposited
- Built-in duplicate detection prevents the same lead entering the funnel twice
- Real-time lead assignment with round-robin, skill-based, or manual routing
Customer 360
A Complete View of Every Client
Access unified client profiles with real-time activity, history, and insights.
- Unified timeline showing every interaction: calls, emails, deposits, trades, and tickets
- Real-time LTV, trading volume, open positions, and risk score on each profile
- Segment tags, custom fields, and notes attached directly to the client record
- Document vault stores KYC files, contracts, and signed agreements per client
- One-click access to all linked accounts, wallets, and trading history
Communication Hub
All Channels in One Dashboard
Centralize chat, email, calls, and notifications for faster customer engagement.
- Unified inbox aggregates email, SMS, live chat, WhatsApp, and VoIP in one view
- All conversations automatically logged to the client timeline
- Templated replies and canned responses speed up high-volume support
- Agent presence indicators show who is online and handling which conversation
- Push notifications and SLA alerts ensure no message goes unanswered
Analytics
Insights That Drive Growth
Track performance with real-time dashboards, KPIs, and reporting tools.
- Real-time revenue, FTD, and deposit dashboards with live data refresh
- Agent performance leaderboards: calls made, conversions, and LTV generated
- Retention and churn metrics with cohort analysis and trend visualization
- Custom report builder with drag-and-drop column selection and scheduling
- Export reports to CSV, PDF, or auto-deliver via email on a set schedule
Sales Pipeline
Visual Deal and Opportunity Tracking
Manage pipelines with clear stages, forecasts, and team visibility.
- Drag-and-drop Kanban board with customizable deal stages
- Deal value forecasting and win-probability scoring per opportunity
- Activity-based reminders: calls, follow-ups, and proposal deadlines
- Pipeline velocity metrics show average time in each stage
- Team visibility: managers see all agent pipelines and can reassign deals
Team Management
Empower and Organize Your Team
Assign roles, manage access, and monitor performance.
- Role-based access control: Admin, Manager, Agent, Retention, Support roles
- Multi-desk structure: Sales Desk, VIP Support, Retention — each with its own lead pool
- Per-agent KPIs: calls, conversions, deposits, and response time tracked live
- Shift scheduling and availability management with timezone support
- Manager override: reassign leads, listen to calls, and review agent notes
Workflows
Automate Your Daily Operations
Build custom workflows to reduce manual tasks and increase efficiency.
- Visual no-code workflow builder with trigger, condition, and action nodes
- Trigger on lead creation, deposit, KYC status change, or inactivity events
- Conditional branching: different paths for VIP clients, high-risk leads, or specific markets
- Actions include: send email, assign agent, create task, update field, send SMS
- Workflow logs show every execution, step, and outcome for full audit visibility
Integrations
Connect Your Entire Stack
Seamlessly integrate trading platforms, tools, and third-party services.
- Native connectors for MT4, MT5, cTrader, and WebTrader platforms
- Payment gateway integrations: Stripe, Skrill, Neteller, and 20+ providers
- Webhook engine sends real-time events (lead.created, trade.closed) to any endpoint
- REST API with full CRUD access to clients, leads, and trades
- Pre-built integrations for Mailchimp, Twilio, Slack, and popular CRMs
KYC & Compliance
Stay Compliant with Built-In Controls
Automated KYC, AML checks, and audit-ready records.
Explore solution- Automated document collection: passport, proof of address, and selfie verification
- AML screening against 200+ global watchlists with real-time match alerts
- Configurable KYC workflows: approve, reject, or request additional documents
- Full audit trail: every status change, document upload, and decision is logged
- Compliance dashboard shows pending verifications, approval rates, and SLA status
Retention AI
AI-Driven Client Retention
Predict churn, identify opportunities, and engage clients at the right moment.
Explore solution- ML churn prediction model scores every client daily with High/Medium/Low risk
- Automated re-engagement triggers: email, SMS, or agent call on churn signal
- Dormancy alerts when a client has not logged in or traded for a configurable period
- Next-best-action recommendations surface the most effective retention move per client
- Retention dashboard tracks win-back rate, campaign performance, and revenue saved
Lead Routing
Smart Lead Routing and Territories
Distribute leads automatically based on rules, regions, and team structure.
Explore solution- Rule-based routing by country, language, deposit size, and lead source
- Territory management: assign regions or countries to specific desks or agents
- Capacity-aware routing pauses assignment when agents reach their daily limit
- VIP routing: high-value leads bypassed to dedicated account managers instantly
- Routing logs show every decision with the rule applied and agent assigned
Support & SLA
Deliver Fast, Consistent Support
Manage tickets, SLAs, and service workflows with precision.
- Ticket inbox with priority levels: Urgent, High, Normal, Low
- SLA configuration: set response and resolution time targets per ticket category
- Escalation rules automatically reassign or alert managers on SLA breaches
- Canned responses and knowledge base reduce average handle time
- CSAT surveys sent automatically after ticket resolution
Governance & Security
Enterprise-Grade Control and Protection
Manage permissions, access policies, and security standards across your organization.
- Granular permission matrix: control read/write/delete access per module and role
- IP whitelisting and geo-block policies restrict access by location
- Two-factor authentication enforced org-wide or per role
- Full system audit log: every login, data export, and configuration change
- Data retention policies and GDPR-ready right-to-erasure workflows
Calendar & Booking
Schedule Calls and Meetings Effortlessly
Let clients book meetings and manage schedules with ease.
- Shareable booking links let clients self-schedule calls with available agents
- Agent calendar syncs with Google Calendar and Outlook
- Automated confirmation and reminder emails sent to both parties
- Meeting types: Demo, Onboarding, Review, and custom event labels
- No-show tracking and reschedule flow built into the booking widget
Crypto Wallets
Secure crypto asset management
Track balances, transactions, and wallet activity in one place.
- Multi-currency wallet overview: BTC, ETH, USDT, and 20+ tokens
- Transaction ledger shows every deposit, withdrawal, and internal transfer
- Wallet address management with address book and whitelist controls
- Real-time balance updates with on-chain confirmation tracking
- Compliance flags: AML screening on incoming wallet transactions
Task Management
Organize tasks and priorities
Assign work, track progress, and keep your team aligned.
- Create tasks manually or auto-generate from workflow triggers and lead events
- Assign tasks to agents with due dates, priority, and client context attached
- Kanban and list views for individual and team task management
- Overdue task alerts escalate to managers when deadlines are missed
- Task completion metrics tracked per agent for performance reporting
Partner Portal
Empower your partner network
Give partners dedicated tools for leads, reporting, and collaboration.
Explore solution- Self-serve IB portal with full lead, commission, and account visibility
- Multi-level IB tree: up to 5 levels of sub-IB commission tracking
- Unique referral links with campaign tagging and conversion attribution
- Commission breakdown by client, period, instrument, and plan type
- Payout history and configurable withdrawal methods for partners
Bonus Campaigns
Automated bonus and reward programs
Launch, track, and optimize incentive campaigns effortlessly.
Explore solution- Create deposit-match, volume-based, and loyalty bonus campaigns in minutes
- Eligibility rules: target by country, account type, deposit tier, or custom segment
- Automated bonus crediting on qualifying deposit or trade completion
- Expiry and wagering requirements enforced automatically by the platform
- Campaign analytics: claimed bonuses, conversion lift, and ROI per campaign
Realtime Collaboration
Work together instantly
Share updates, sync changes, and collaborate without delays.
- Powered by Laravel Reverb for WebSocket-based real-time data sync
- Concurrent editing: multiple agents can update the same client record simultaneously
- Live presence indicators show who is viewing or editing a client profile
- Instant push notifications for lead assignments, task updates, and approvals
- Changes from CRM, WebTrader, and Partner Hub sync across all surfaces instantly
Whitelabeling
- Custom domain, logo, and favicon configuration per broker instance
- Full color theme control: primary, accent, background, and text token overrides
- Feature-flag control: enable or disable modules per tenant
- Custom email sender name and domain for all outbound communications
- Multi-brand support: run multiple branded CRM instances from one account
Data Migration
Fast and seamless data imports
Migrate contacts, deals, and history without interruptions.
- CSV, Excel, and JSON import with visual column-mapping interface
- Smart field matching suggests mappings based on column header names
- Validation layer catches errors before import: missing fields, duplicates, bad formats
- Incremental imports allow ongoing data sync without full re-upload
- Import history log with row-level success/failure breakdown and rollback option
Portfolio Analytics
Deep insights into client portfolios
Monitor performance, risk, and positions across assets.
- Asset allocation breakdown: Forex, Crypto, Indices, Commodities, and Stocks
- Position-level P&L, exposure, and margin utilization per client
- Equity curve chart shows portfolio growth over selected time range
- Risk concentration alerts flag over-exposure to single instruments or sectors
- Cross-client portfolio aggregation for fund manager and PAMM views
Risk Management
Control exposure and minimize risk
Set limits, monitor activity, and enforce risk rules proactively.
- Configurable exposure limits per account, desk, and instrument
- Real-time margin utilization monitoring with threshold-based alerts
- Automated stop-out and margin call execution at configurable levels
- B-Book and A-Book routing rules with smart hedging configuration
- Risk event log tracks every limit breach, override, and manual action
Security
Advanced protection for your data
Multi-layered safeguards to keep accounts and information secure.
- AES-256 encryption at rest and TLS 1.3 in transit for all data
- Cloudflare DDoS protection and Web Application Firewall (WAF)
- Mandatory 2FA for all admin and agent accounts
- IP whitelist and session management: force logout of inactive sessions
- Penetration testing performed quarterly with full report available on request
PAMM & Social Trading
Integrated investor and manager tools
Manage allocations, track performance, and support copy trading.
Explore solution- PAMM fund manager dashboard: manage investor allocations and profit splits
- Proportional and lot-based allocation methods supported simultaneously
- Investor onboarding flow with configurable minimum investment and lock-up periods
- Performance fee management with configurable high-water mark calculations
- Social trading marketplace: follow top traders and copy positions automatically
Conversion Funnels
Optimize every step of the customer journey
Identify bottlenecks and boost conversions with clear funnel insights.
- Full-funnel visualization: Visitor → Signup → KYC → First Deposit with drop-off rates
- Step-level analysis identifies exactly where prospects are abandoning the process
- A/B test different onboarding flows and compare conversion impact
- Segment funnel data by traffic source, country, campaign, and device type
- Funnel alerts notify when conversion rate drops below a defined threshold
SMS
SMS communication made simple
Send alerts, updates, and campaigns directly to mobile devices.
- Send transactional and marketing SMS via Twilio, Vonage, and local providers
- Automated SMS triggers: margin call, deposit confirmed, KYC approved
- Two-way SMS inbox: clients can reply and agents respond from CRM
- Bulk SMS campaigns with audience segmentation and send-time scheduling
- Delivery receipts and opt-out management with compliance enforcement
Alerts
Smart trading alerts
Notify clients of key events, movements, and trading opportunities.
- Price-level alerts: notify clients when an instrument hits a target price
- Risk alerts: margin call and stop-out notifications sent instantly via push and SMS
- Economic calendar alerts: notify clients before high-impact news events
- Position close and P&L milestone alerts for active traders
- Alert delivery via in-app, email, push notification, and SMS simultaneously
Prop Firm
All-in-one prop firm management
Run challenges, monitor performance, and automate program rules.
Explore solution- Configure multi-phase challenge programs with profit targets, drawdown limits, and trading day requirements
- Real-time breach monitoring: automatic account suspension on rule violation
- Checkout flow for challenge purchase with payment gateway integration
- Funded account issuance and profit-split calculations automated end-to-end
- Challenge analytics dashboard: pass rates, breach types, and revenue per program
VoIP
- Click-to-call from any lead or client profile — no external dialers needed
- Inbound call routing to the correct agent based on caller ID and territory rules
- Call recording stored against the client timeline for quality review
- Live call scripts and objection-handling guides displayed during active calls
- Call analytics: average duration, connect rate, outcome tagging, and team leaderboards
Liquidity
Institutional Liquidity Access
Connect to deep liquidity pools for smoother execution and trading performance.
- Connect to multiple liquidity providers simultaneously with automatic failover
- Smart order routing selects the best LP based on spread, latency, and fill rate
- Configurable B-Book and A-Book routing rules per instrument and account type
- Real-time LP monitoring dashboard with fill quality and spread analytics
- Dark pool and prime brokerage connections for institutional flow
API Tools
Developer API & Integrations
Build custom workflows and connect external systems with our flexible API suite.
- REST API with full CRUD access to clients, leads, trades, deposits, and documents
- Webhook engine with 30+ event types and configurable retry logic
- API key management with scoped permissions and rate-limit controls
- Sandbox environment for testing integrations without affecting live data
- OpenAPI 3.0 documentation with interactive Swagger UI and code examples
api.multi-broker.com/v1/customers
curl-X GET \
https://api.multi-broker.com/v1/customers \
-H"Authorization: Bearer sk_live_..."
200 OK
{
"data": [
{
"id": "cus_91ax5",
"name": "Alice Smith"
Automation
Marketing Automation
Automate email journeys, segments, and campaigns to boost engagement.
Explore solution- Visual email journey builder: welcome series, drip campaigns, and re-engagement flows
- Dynamic segments auto-update as client behavior and attributes change
- Personalization tokens inject client name, account status, and custom fields into messages
- A/B testing on subject lines, content, and send times with statistical significance reporting
- Campaign analytics: open rate, click-through, unsubscribes, and revenue attribution
Lead Quality
Lead Quality Management
Score, filter, and evaluate leads to prioritize high-value prospects.
Explore solution- Multi-factor lead scoring: source reputation, engagement depth, profile completeness, and geo-value
- Quality tiers: A+ Hot, A Warm, B Qualified, C Cold — auto-assigned on entry
- Duplicate and fraud detection: flag leads from known spam sources or disposable emails
- Source performance reports show deposit conversion rate and LTV by lead channel
- Configurable scoring model: adjust weights per factor to match your business priorities
AI-Powered
AI Copilot & Next-Best-Action
Embedded AI assistant that surfaces intelligent suggestions, daily briefings, and next-best-action recommendations directly in agent workflows.
- Daily AI briefing summarizes each agent's priority clients, pending tasks, and key alerts
- Next-best-action panel recommends the most effective engagement for each client right now
- AI-drafted email and SMS suggestions based on client history and current context
- Sentiment analysis on client messages surfaces frustration or buying signals
- Copilot learns from agent feedback to improve recommendation accuracy over time
No-Code Builder
Built-in Landing Page Builder
Create, test, and optimize broker landing pages directly inside the CRM — no external tools required.
- Drag-and-drop block builder with 50+ pre-built sections for broker landing pages
- Built-in A/B testing: split traffic between variants and auto-select the winner
- Custom domain publishing with SSL — deploy pages directly from the CRM
- Lead capture forms auto-sync submissions directly into the CRM lead pipeline
- Page analytics: unique visitors, form conversion rate, and source attribution
Engagement
Trading Tournaments & Competitions
Run trading contests and competitions to drive trader engagement, acquisition, and retention.
Explore solution- Configure tournament parameters: duration, instrument scope, prize pool, and entry rules
- Real-time leaderboard visible to all participants during the competition
- Automated prize distribution to winners at tournament close
- Public tournament page drives organic acquisition — shareable by participants
- Analytics: entrant count, completion rate, trading volume generated, and retention lift
Education
Broker Academy & E-Learning
Offer your clients a branded educational experience with structured courses and lessons directly inside the platform.
Explore solution- Course builder: create structured lessons with video, text, quizzes, and downloadable assets
- Learning paths group courses into progression tracks: Beginner, Intermediate, Advanced
- Completion tracking and certificates issued automatically on course finish
- Academy progress linked to client record — use learning activity as retention signal
- White-labeled academy portal with broker branding, custom URL, and language support
Sales
Collaborative Deal Rooms
Create shared deal spaces for high-value prospects — a dedicated workspace for documents, notes, and negotiations.
- Shared deal workspace accessible by internal agents and external prospects via secure link
- Document vault within the room: upload, version, and e-sign contracts
- Activity timeline shows every interaction, note, and document update in chronological order
- Multi-participant rooms: include legal, account management, and client stakeholders
- Deal value, stage, and close probability tracked at the room level for pipeline reporting
Retention
Win-Back Campaign Engine
Automatically re-engage churned or dormant clients with targeted win-back campaigns and personalized incentives.
Explore solution- Dormancy detection flags clients by last-login, last-trade, or last-deposit age
- Multi-step win-back sequences: email, SMS, bonus offer, then agent call
- Personalized incentives: deposit match, trading credit, or fee waiver per client tier
- Win-back rate tracking: measure re-deposit rate and revenue recovered per campaign
- Suppression lists automatically remove clients who have opted out or been contacted recently
Data Quality
Duplicate Detection & Data Quality
Automatically detect and merge duplicate leads and customers to maintain a clean, accurate CRM database.
- Fuzzy matching engine detects duplicates by name, email, phone, and IP address
- Confidence scoring: High (auto-merge), Medium (review queue), Low (flag only)
- Merge preview shows both records side-by-side before confirming the merge
- Merge preserves all history, notes, tasks, and communications from both records
- Duplicate prevention on import: real-time check against existing records during CSV upload
Market Intelligence
Economic Calendar with Impact Analysis
Integrated economic calendar that tracks market events and correlates them with client trading activity and impact.
- Comprehensive economic calendar with 500+ global macro events filtered by impact level
- Impact analysis correlates each event with client trading volume, stops hit, and P&L change
- Pre-event alerts notify clients and agents before high-impact releases
- Post-event volatility report shows how each instrument reacted and which clients were affected
- Filter calendar by currency, region, or event category relevant to your client base
Segmentation
Lookalike Audiences & Advanced Segmentation
Build lookalike audiences from your best clients and use advanced segmentation to target the right customers at the right time.
Explore solution- Define a seed audience from your top clients by LTV, deposit size, or trading volume
- AI model identifies common behavioral, demographic, and geographic patterns in the seed
- Match lookalike audience against your lead database to surface untapped high-potential prospects
- Advanced segmentation filters: 40+ attributes including login frequency, instrument preference, and risk score
- Export segments directly to campaign tools for targeted email, SMS, or ad retargeting
KYC
Biometric Verification
Add an extra layer of identity assurance with biometric KYC — facial recognition and liveness detection beyond document upload.
Explore solution- Facial recognition matches selfie against uploaded ID document with 99%+ accuracy
- Liveness detection prevents spoofing via static photos or pre-recorded video
- Biometric trust score (0–100) surfaces confidence level to compliance reviewers
- Integrated into the standard KYC pipeline — no separate system or additional vendor
- Regulatory-grade audit trail: stores match result, confidence score, and timestamp per verification
Sales Intelligence
Sales Playbooks
Guide your sales agents step-by-step with structured playbooks tailored to each lead type, deal stage, or product.
- Build multi-step playbooks with scripts, checklists, and recommended actions per stage
- Playbooks triggered automatically based on lead type, product, or pipeline stage
- Live script overlay during VoIP calls keeps agents on message without switching screens
- Manager review mode shows playbook adherence rates and where agents deviate
- A/B test playbook variants and compare conversion outcomes across agent groups
Institutional
Realtime Market Making Controls
Broker-side tools for managing spreads, market making parameters, and real-time risk exposure across all instruments.
- Per-instrument spread configuration with minimum, maximum, and dynamic markup rules
- Real-time net exposure dashboard showing B-Book position vs. hedge ratio
- Auto-hedge triggers execute LP orders when B-Book exposure exceeds configurable limits
- Market making parameter controls: bid/ask depth, lot size increments, and quote expiry
- Full audit trail of every spread change, routing override, and hedge execution
Frequently Asked Questions
- What is the CRM platform designed for?
- Our CRM helps you manage leads, streamline sales processes, support clients, and centralize all customer interactions in one place.
- Can the CRM integrate with my existing tools?
- Yes. The platform supports a wide range of integrations, including email, payment systems, trading platforms, VoIP, and custom APIs.
- Is the CRM suitable for both small teams and large enterprises?
- Absolutely. The CRM scales with your business, offering tools for startups, growing teams, and enterprise-level operations.
- How does the CRM support compliance and security?
- The system includes KYC/AML features, role-based access controls, audit logs, and advanced security tools to keep your data protected.
- Does the CRM include communication tools?
- Yes. The CRM has a built-in multi-channel communication hub covering email, SMS, live chat, VoIP calls, and WhatsApp — all logged automatically to the client timeline so your team has full context at a glance.
- Can I automate lead assignment and follow-ups?
- Yes. You can set up automated lead routing rules based on country, source, language, or score. Automated follow-up sequences, reminders, and task triggers ensure no lead falls through the cracks.
- What analytics and reporting does the CRM provide?
- The CRM offers real-time dashboards covering lead pipeline, conversion rates, agent performance, deposit/withdrawal activity, and retention metrics. Custom reports can be exported to CSV or scheduled for delivery.
- Is there an onboarding module for new clients?
- Yes. The CRM includes a fully digital onboarding flow with customizable KYC forms, document upload, e-signature, ID verification, and automated approval or rejection workflows — reducing manual work and time-to-account significantly.