Leads, KYC, finance, IB commissions, deals, telephony and automation — the complete Forex/CFD CRM and back office, without stitching ten tools together.
One login for sales, retention, compliance, finance and partners.
Scoring, round-robin auto-assignment, CSV import/export, and a power dialer that feeds fresh leads to your desk.
Document collection, verification workflow, and a full audit log — jurisdiction-ready from day one.
Client wallets, deposits, withdrawals and transaction history with pluggable payment providers.
Multi-tier introducing-broker hierarchy, commission rules, and automatic rebate accrual.
Kanban pipelines, stages and deal tracking that trigger automations when a deal is won.
WebRTC softphone, click-to-call, inbound queues and call dispositions — no external dialer needed.
Templated emails and a rules engine that fires on lead, status, and deal events. Set it and forget it.
Granular role-based access, user management, notifications and a tamper-evident audit trail.
Sign up your company and get an isolated tenant with its own users and data.
Add agents, set roles, assign extensions — sales, retention, compliance and finance.
Import leads, dial out, run KYC and pay IB commissions — all from one screen.
Spin up a workspace for your company in minutes. No credit card to get started.