Forex CRM for Brokers
Convert more visitors into active traders with CurrentDesk's Forex CRM Software
Optimize your entire process
For sales and onboarding.
Build stronger relationships
With clients and partners.
Drive traffic and boost leads
With targeted marketing campaigns.
Connect seamlessly
To MetaTrader 4 & 5 and other major platforms.
Our features
All-in-One CRM Platform Built for Forex Success
Automated Onboarding
Activate smart onboarding workflows that assign new leads to the right sales representatives and reduce first-contact times.
Real-Time Revenue Reports
Run instant reports to see how much revenue each lead generates and track which team members are hitting their targets.
Unified Lead Profiles
Keep detailed demographic profiles for every lead, client, and partner—all visible from a single, data-rich dashboard.
Custom User Registration
Register new users directly through your website via API hooks, complete with custom fields to track business-specific details.
Campaign Tracking & Attribution
Create campaign codes and payout structures to easily track performance and marketing attribution inside your CRM.
Smart Email Automation
Build branded HTML email templates and autoresponders triggered by specific user actions or audience segments.
Partner & Referral Tracking
Set up advanced link tracking to monitor client referrals and reward your partners and IBs for driving more business.
Trading Platform Integration
Synchronize trading accounts automatically with MetaTrader 4, MT5, and other platforms for seamless business operations.
Advanced Analytics & Reporting
Automatically calculate daily trade and transaction revenue with flexible business rules, commission models, and layered analytics.
Our innovative services
Building and crafting your digital future
Boost conversions
Use smart lead routing rules to automatically pass leads to sales staff so that they can quickly reach out to warm prospects and convert them while interest is high.
Get clear insights
Centralize your data from multiple platforms. Get one single view of a trader and use real-time notifications to help you focus on revenue driving activities.
Retain clients longer
Create powerful reports to help your sales and marketing teams know which retention campaigns are working well, and which need some improvement.
