CRM Integration

Bi-directional CRM sync that connects client lifecycle management, KYC workflows, and trading account provisioning in one seamless flow.

Key Features

Auto Account Provisioning

New CRM leads automatically get trading accounts created with the correct group, leverage, and currency settings.

KYC Workflow Engine

Document upload, ID verification integration, and approval workflows with audit trails for regulatory compliance.

Bi-directional Sync

Real-time data sync between CRM and trading platform — balance changes, deposit status, and trading activity reflected instantly.

IB & Affiliate Tracking

Multi-tier IB commission calculation, referral tracking, and automated payout processing directly from the CRM.

Why brokers choose this

Eliminate manual account creation errors
Reduce client onboarding time from days to minutes
Full audit trail for KYC/AML compliance
Support for Salesforce, HubSpot, and custom CRMs

Ideal for

1

Brokers with high-volume client acquisition

2

Regulated brokers needing documented KYC flows

3

IBs and affiliate networks requiring commission transparency

Related Solutions

Explore other tools that work alongside CRM Integration.

Platform

MT5 & MT4 Platform Installation

Complete broker platform setup, configuration, and optimization for MT4 and MT5 environments.

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Infrastructure

Server Maintenance

24/7 monitoring, patching, and performance tuning for your trading server infrastructure.

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Reporting

Report Tool

Automated broker reporting suite — design report templates once and run them on any date range, with scheduled volume, commission and P&L summaries across MT4/MT5 servers.

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Ready to get started?

Schedule a demo and see CRM Integration in action.