A powerful Prop CRM to manage onboarding, track evaluations and funded accounts, automate payouts, and run trading challenges while strengthening performance driven trader relationships.
Prop CRM
Overview
We continuously develop powerful Prop CRM and back office solutions to help your prop firm scale with confidence. Our modular approach allows you to integrate features like trader onboarding, challenge management, funded account tracking, payouts, and risk controls quickly and independently giving you full control over your operations and budget. You invest only in the tools that drive performance and profitability. And if you need a custom feature, we’ll work closely with you to bring it to life.
Client Portal
A dedicated trader dashboard to manage registrations, participate in challenges, track performance, access funded accounts, download certificates, and monitor payouts, all in one seamless experience.
Challenges
Create, manage, and automate trading challenges with customizable rules, fees, objectives, and evaluation phases. Track progress in real time and convert successful traders into funded accounts effortlessly.
Offers & Coupons
Launch targeted promotions, discount codes, and limited-time offers to boost challenge sales and increase conversions while maintaining full control over usage limits and campaign performance.
IB Programme
Build and manage your Introducing Broker network with automated commission structures, referral tracking, custom links, and transparent reporting to scale your acquisition channels efficiently.
Leaderboard
Showcase top-performing traders through real-time rankings based on profit, consistency, or custom metrics, driving engagement, competition, and community growth.
Admin Portal
Gain full system control with advanced configuration tools for challenges, payouts, risk parameters, user management, permissions, and platform integrations.
Back Office Portal
Streamline operations with centralized access to trader data, financial transactions, payout approvals, compliance checks, and performance monitoring.
Sales Team Portal
Empower your sales team with lead tracking, pipeline management, follow-ups, performance analytics, and conversion insights to maximize revenue opportunities.
Marketing Portal
Plan, track, and optimize campaigns with integrated analytics, affiliate performance data, coupon monitoring, and customer segmentation tools to drive smarter growth.
Integrations
Trading Platform
24/7 priority emergency support to ensure business continuity with rapid issue resolution and minimal operational downtime.
PSPs (Payment Methods)
Seamlessly integrate multiple Payment Service Providers (PSPs) to enable fast, secure deposits and withdrawals with automated transaction tracking and reconciliation.
Auto/Manual KYC
Advanced KYC system with automated document verification and optional manual review to ensure full compliance and secure client onboarding.
Rest & Client API
Robust REST and Client APIs for smooth third-party integrations, enabling real-time data exchange with trading platforms, liquidity providers, and external systems.
Custom Development
Fully customizable CRM solutions tailored to your brokerage model, workflow, and operational requirements for maximum flexibility and scalability.
Plugins
Ready-to-integrate plugins to extend CRM functionality, enhance automation, and connect with essential brokerage tools effortlessly.
