CRM & Back Office Software
A bespoke CRM solution, rooted in years of experience with some of the world’s largest Forex brokerages.
ForexKit CRM & Back Office Features
Regardless of whether you are a full-on Forex professional, or a Forex industry newcomer, you must have already encountered the notion of CRM.
Simply put, CRM is a space, where a broker’s entire client database is stored. Starting from the point of registration ( email, phone number, documents’ verification), and all the way up to post-communication (calls, deposits, withdrawals and more).
Absolutely every department in a business uses CRM to uncover vital client information and strategize accordingly, be it for expansion, sales or marketing purposes.
Affiliate & IB Programmes
A built-in affiliate and IB system where clients can easily upgrade or switch roles without separate platforms.
-
No need to access a separate system, and worry about data synchronisation/loss – the Forex Kit CRM has it all under one roof.
-
Clients, IBs and Affiliates all start their journey in the same way, by registering a client account first. Because of this, a trader can easily be upgraded into a partner and you may cross-sell a partner to become a trader (and invest his commission into a trading account).
Compliance Friendly
Clear workflows, alerts and document tools that simplify compliance and speed up daily reviews.
-
One of the most important and busy functions, the Forex Kit CRM Solution makes the life our the Compliance officer a breeze!
-
Simple notifications of changes and a clean, easy interface to view documents and set statuses accordingly.
-
Configure the CRM to your specific regulatory frameworks.
Documents Module
A simple drag-and-drop document upload system with fast back-office review and instant notifications.
-
Easy for clients to upload documents in a drag-and-drop environment for approval.
-
Back office users can quickly and easily review uploaded client documents as part of a gallery, with notifications when new documents are uploaded.
Integration with MT5 & MT4 Manager
Direct MT4/MT5 Manager integration for instant account updates and automated markup or commission settings.
-
Direct integration with MetaQuotes MT5 and MT4 Manager to view immediate results
-
Apply spread markup or commission to the accounts of your Clients
Internal Push Notifications
Send automated or manual push messages to clients and internal teams for events, updates, and alerts.
-
Send messages via email and internally as a push notification directly into the client portal – messages such as upcoming important economic events, new high/low for a financial instrument, or simply an automated message like a birthday greeting.
-
Push notification is also used for sending notes to colleagues inside the Back office function of the CRM.
Lead Allocation
Rule-based lead assignment with options like country, language or round-robin, visible only to assigned agents.
-
Use our wizard to define rule-based Lead allocation, such as by language or country, “round-robin” or by another method.
-
Assigned leads are then only view-able to the Sales Manager and the assigned agent.
Management Fees
Automatically apply percentage-based management fees deducted from e-share purchase prices.
-
Charge a percentage fee to the SPV project for managing the account
-
The management fees amount is deducted from the e-shares purchase price automatically by the platform
Many Brands or Entities Under One Account
Manage multiple brands or legal entities under one CRM with clear client entity tagging.
-
Configure your CRM to handle different corporate structures, with different legal entities and/or brands.
-
Access points may be controlled, and each client in your system is flagged according to the entity and/or brand used to on-board him.
Risk Management
Integrated tools to assess and adjust client risk status based on verification and behaviour.
-
Integration with third party verification tools, such as World-Check
-
Simple risk management buttons to adjust client’ statuses, to approve, reject or decline applicants based on their World-Check report, uploaded documents or trading patterns.
Simple Interface
A clean, intuitive CRM interface designed for fast navigation and effortless workflows.
-
Complicated menus, and hard to understand logic flows are a thing of the past with the CRM solution from Forex Kit
-
We have worked hard to develop a GUI and UX in which even non-technical types thrive, easily finding the information they were seeking, and taking necessary actions.
Smart Tagging System
Smart tagging system for quick client categorisation
-
Use system and custom tags to classify clients (e.g. high net worth, call-back, hot leads).
-
Tags are searchable and editable anytime.
Trading Platform Integration
Direct integration with MT4 for seamless account creation
-
Easily create live and demo trading accounts integrated with MT4.
-
Wallet system allows fast transfers into and out of trading accounts.
Transparent Reporting
Clear reporting for accounts and transactions
-
View full trading history including open/closed trades.
-
Wallet-based transfers and transactions are fully visible.
User Permissions and Roles
Granular permissions for all departments and brands
-
Supports complex brokerage team structures with detailed roles.
-
Controls visibility and editing access for each user type.
Video Compliance
Video-based KYC for remote verification
-
Supports face-to-face KYC via live or recorded video.
-
Stay compliant with KYC requirements even without physical meetings.
Wallet System
Central wallet for funding and payouts
-
Clients deposit from banks, cards or e-wallets into their account wallet.
-
Partners receive commissions directly into their wallet before withdrawal.
Web Based & Responsive Design
Responsive interface for all devices
-
Adaptive design accessible from mobile devices.