Forex CRM: The Ultimate Solution for Brokers

Forex CRM is Your Gateway to the Automation of Sales, Operations, Client Nurturing, Support, and Analytics.

On the broker side, administrators perform essential functions such as setting up agent roles, permissions, workflows, commissions, and more.
CRM agents handle operations by receiving leads, managing allocated tasks, taking action on them, and addressing support-related queries.
Traders and IBs on the Trader’s Room side instantly see the results of agent operations, ensuring efficient automation across the brokerage.

A Forex CRM is the backbone of any successful brokerage, streamlining operations and enhancing client relationships. It centralizes lead management, automates onboarding, and provides real-time insights into trader activity, allowing brokers to optimize workflows and improve decision-making. With built-in tools for compliance, sales tracking, and client engagement, a Forex CRM ensures that every aspect of the brokerage is managed efficiently.

Beyond organization, a Forex CRM enhances the customer experience by integrating with trading platforms, payment providers, and marketing tools. Features like automated reporting, multi-tier IB management, and secure communication channels empower brokers to scale their business while maintaining full control. By adopting a robust CRM, brokerages can increase efficiency, boost client retention, and drive long-term growth in an increasingly competitive market.

Forex CRM Dashboard

Intuitive Navigation: Quickly find everything you need, starting from the Inbox.
Refined System Interface: Built on years of improvement while serving industry leaders.
Customizable Automation: Flexible workflow settings and role management tailored to broker needs.
Operational & Sales Insights: Gain a clear view of your sales pipeline and immediate priorities.

Sales Process Automation

Guided Lead Conversion: Equip Forex CRM agents with the right tools to engage and convert more leads.
Smarter Growth: Expand your business efficiently, even while operating remotely.
KYC Workflow: Speed up verification with structured automation.
Activity Tracking: All agent actions are logged for future review and analytics.

Forex CRM Administration

CRM Administration: Configure system settings, graphics, downloads, and manage Users, Roles, and Workflows.
Trading & Referral Settings: Set up Groups, Account Types, Referral Logic, and Multi-Level IB Rebates.
Financial Operations: Handle Deposits, Withdrawals, and PSP Management.
Content & Communication: Customize interface content, emails, and verbiage.

Operations

Client Management: Oversee Registration, KYC, Deposits, and Withdrawals efficiently.
Role-Based Workflow: Assign roles to staff for structured task management.
Sales & Support: Sales drive conversions, while support ensures client satisfaction.
Optimized Operations: Streamline Forex CRM workflows, reducing manual effort.

Multi-Level IBs Logic

Trader Growth: Forex CRM allows you to expand your client base through an IB network.
Flexible Commissions: Set and adjust commission structures.
IB Engagement: Incentivize IB registrations and streamline referrals.
Analytics & Insights: Provide IBs with real-time commission tracking and performance data.

Support

Forex CRM Multi-Channel Support: Live Chat, Support Tickets, Phone System integration, and Email Tracking.
Faster Response Times: Streamline support workflows to improve efficiency.
Enhanced Client Experience: Ensure smooth communication and issue resolution.

Forex CRM Reports

Data-Driven Decisions: Access and analyze key operational data.
Forex Reporting Tools: Access and analyze trading data.
Pre-Built Reports: Leverage a growing library of visual and numeric reports.
Custom Report Builder: Create tailored reports to meet brokerage needs.

Team Synergy

Growth-Focused CRM: Streamline operations to expand your brokerage efficiently.
Enhanced Customer Experience: Equip your team with the right tools to exceed client expectations.
Client Advocacy: Turn satisfied traders into loyal brand advocates.

Forex CRM Built for Brokerages: Book a Demo Today

Manage leads, automate onboarding, monitor client activity, and grow your business with Forex CRM designed for brokerages. Our CRM comes fully integrated with multiple trading platforms, Multi-Level IB System, Reporting Tools, and more—no plugins, no patchwork.

Request a personalized demo and see how our Forex CRM fits your business goals.

Get access to documentation and consultation

Kenmore Design has over 18 years of experience building Forex technology. Our CRM is trusted by hundreds of brokers for its stability, flexibility, and powerful feature set. With Flat Monthly Pricing and Real-Time Support, we deliver solutions that scale with you.