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Forex CRM/Introduction

Introduction

Overview of Brokeret Forex CRM modules and capabilities for managing your brokerage.

What is Forex CRM?

Brokeret Forex CRM is a comprehensive back-office management platform built for Forex and CFD brokers. It provides all the tools you need to manage clients, partners, finances, compliance, and support — from a single unified dashboard.

Whether you're onboarding new traders, processing deposits, managing IB partner networks, or handling KYC verification, Forex CRM streamlines your entire brokerage operation.

Module Architecture

The platform is organized into interconnected modules that cover every aspect of brokerage operations. Here's how data flows between them:

┌─────────────┐     ┌──────────────┐     ┌─────────────────┐
│  Sales HQ   │────▶│   Treasury   │────▶│  Compliance     │
│  (Leads &   │     │  (Deposits & │     │  (KYC           │
│   Clients)  │     │  Withdrawals)│     │   Verification) │
└─────────────┘     └──────────────┘     └─────────────────┘
       │                    │                      │
       ▼                    ▼                      ▼
┌─────────────┐     ┌──────────────┐     ┌─────────────────┐
│ Partner Area│     │    PAMM      │     │  Support Hub    │
│  (IBs &     │     │  (Managed    │     │  (Tickets &     │
│ Commissions)│     │   Accounts)  │     │   SLA)          │
└─────────────┘     └──────────────┘     └─────────────────┘
                           │
                    ┌──────────────┐
                    │ Newsletters  │
                    │ (Campaigns & │
                    │  Email)      │
                    └──────────────┘

Sales HQ captures and converts leads into clients, who then interact with Treasury for financial operations and Compliance for identity verification. Partners earn commissions through the Partner Area, PAMM enables managed account services, Support Hub handles client inquiries, and Newsletters keeps your client base engaged.

💡
TipStart with the Organization module first. Configure your staff members, roles, permissions, and company branding before setting up other modules — most modules depend on staff assignments and role-based access being in place.
📧
NoteEach module has its own dedicated settings page where you can configure module-specific options such as approval workflows, commission structures, SLA rules, and email templates. Look for the Settings section within each module's sidebar navigation.

Core Business Modules

Sales HQ

Manage leads, sales pipelines, and client relationships. Capture leads from forms, imports, and campaigns, then track them through customizable pipeline stages until conversion.

  • Lead management with priority tracking
  • Kanban-style pipeline view
  • Task scheduling and follow-ups
  • Referral link generation
  • Sales reports and analytics
  • CSV import for bulk leads

Partner Area

Manage Introducing Broker (IB) partners, commission structures, and multi-level referral networks.

  • Partner applications and onboarding
  • IB level management with automatic progression
  • Commission structure configuration per symbol
  • Sub-IB network management
  • Partner wallets and payouts
  • Marketing resource library

Treasury

Handle all financial operations — deposits, withdrawals, transfers, and wallet management.

  • Deposit and withdrawal processing with approval workflows
  • Internal transfers between wallets and trading accounts
  • Payment method configuration with smart filters
  • Voucher system for pin-based deposits
  • Whitelisted withdrawal accounts
  • Per-user limit overrides

Compliance Desk

Manage KYC verification and document review with a structured three-step workflow.

  • Individual and Corporate KYC review
  • Document verification with approve/reject actions
  • Staff assignment for compliance reviewers
  • Configurable rejection reasons
  • Verification status tracking

PAMM

Percentage Allocation Money Management — allow experienced traders to manage pooled investor funds.

  • Master account applications and management
  • Investor portfolio tracking
  • Scheduled rollover processing
  • Performance fee calculation
  • Withdrawal request handling

Support Hub

Full-featured customer support ticket management system.

  • Ticket creation and tracking with multiple view modes
  • Category and priority management
  • SLA configuration with priority multipliers
  • Quick reply templates
  • AI-powered response suggestions
  • Support analytics and reports

Newsletters

Email marketing and campaign management for client communication.

  • Email campaign creation and scheduling
  • Contact list management and segmentation
  • Template library
  • AI-powered content generation
  • Delivery tracking and analytics

Administration

Organization

Manage your company structure, staff, and permissions.

  • Staff member management with role-based access
  • Granular permission system
  • Branch and department organization
  • Designation hierarchy
  • Company branding and profile settings
  • Interactive organization chart

Next Steps

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