The FOREXAA CRM is organized the way a brokerage actually works: leads become clients, clients open accounts, accounts deposit and trade, and partners (IBs) earn against that flow. It is not a generic sales CRM with trading bolted on.
Leads, KYC, accounts, money movement, partner attribution and support — navigable from a single rail.
What it manages: the full client lifecycle — leads, registration, KYC, account opening, deposits, withdrawals, ongoing trading, partner attribution and support.
Who it is for: new brokerages standing up their first operation, and established brokers replacing spreadsheets or disjointed tools with one connected record.
How it fits: it sits beside the trading platforms and liquidity layer, so a client's CRM record, their trading accounts and their money movement are viewable from the same place.
Each stage has its own records, owners and handoffs, so nothing falls between tools.
Concrete, grouped by the job it does — not a wall of buzzwords.
Conceptual — the exact topology is scoped to your deployment.
New brokerage operators
Established brokers consolidating tooling
Operations & compliance teams
Partner/IB managers
The branded portal your clients use for everything but the chart.
Trader's Room →Run your partner network with attribution you can audit.
IB / Affiliate →The whole client lifecycle: leads, registration and KYC, accounts, deposits and withdrawals, partner (IB) attribution, support and reporting — all in one system built around brokerage operations.
Yes. The CRM connects to MetaTrader 4/5, MT7 and cTrader, so a client's CRM record and their trading accounts stay in sync. The exact platform scope is confirmed for your deployment.
It models your partner hierarchy, attributes activity to the right partner and calculates commission against that activity, with partner-visible reporting.
Where you already run infrastructure, the CRM is designed to connect to it rather than replace everything at once. Integration scope is confirmed per project.