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Prop Firm CRM

The Core of a Scalable Prop Trading Business

Prop Firm CRM connects your operations, sales, trader support, and analytics into one centralized system tailored to the needs of modern proprietary trading firms.

  • Admin users configure evaluation flows, set payout structures, define team roles, and manage access controls along with built-in reporting and risk tools.
  • CRM agents handle task assignments, track trader performance, communicate with clients, and manage both onboarding and support processes.
  • Traders experience a structured journey in the Prop Firm Dashboard, receiving instant updates from the CRM on challenge setups, rule checks, and payout decisions.

A Prop Firm CRM is what allows a Prop firm to move beyond spreadsheets and manual follow-ups. From managing evaluations to approving funded accounts, every process is controlled through a unified backend. The CRM helps manage KYC, monitor user behavior, automate milestone tracking, and streamline daily operational tasks. Firms can scale faster by automating repetitive steps while maintaining control and visibility.

 

More than just internal efficiency, a Prop Firm CRM improves the trader experience. Built-in integrations with trading platforms, payment providers, and email systems enable friction-free communication. With features like evaluation flow management, auto-flagging of rule violations, and tier-based payout automation, firms stay agile while delivering consistent, professional service to their traders.

Power Your Prop Firm with a Scalable CRM Platform

Kenmore Design’s Prop Firm CRM helps you scale fast and stay in control. Manage evaluations, automate workflows, and support traders — all from one centralized system designed for proprietary trading operations.

Transform your Prop Firm with a CRM built for performance, automation, and growth — get started now.

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Built specifically for proprietary trading firms, our CRM is more than a backend—it’s your operations hub. From evaluation flows and rule checks to affiliate management and risk alerts, every tool is built for control, clarity, and growth. Kenmore Design delivers the tech that firms trust to scale smarter, faster, and with full operational visibility.