Audience

Forex brokers

About Forex CRM

DivulgeTech Forex CRM is a customer relationship management system designed for forex brokerages. It centralizes client, partner, and back-office operations while integrating with MetaTrader 4 and 5. The platform supports client and IB management through multi-tier commissions, affiliate tracking, and performance reporting. Back-office tools cover deposits, withdrawals, commission handling, and compliance processes, including KYC/AML, document storage, role-based access, and two-factor authentication. Payment gateway integration enables multiple funding options, and its modular design with APIs allows extensions such as PAMM, social trading, or copy trading. Client and partner portals provide account management and referral tracking, while administrators can oversee operations through a centralized dashboard. DivulgeTech also offers onboarding, documentation, and ongoing support to help brokers configure the CRM to their needs.

More information is available at divulge.tech/forex-crm

Integrations

No integrations listed.

Ratings/Reviews

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Company Information

DivulgeTech
Founded: 2024
Cyprus
divulge.tech/forex-crm/

Videos and Screen Captures

Forex CRM Software - https://divulge.tech/forex-crm/

Forex CRM Software - https://divulge.tech/forex-crm/

Other Useful Business Software
Auth0 for AI Agents now in GA Icon
Auth0 for AI Agents now in GA

Ready to implement AI with confidence (without sacrificing security)?

Connect your AI agents to apps and data more securely, give users control over the actions AI agents can perform and the data they can access, and enable human confirmation for critical agent actions.
Start building today

Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Online

Forex CRM Frequently Asked Questions

Q: What kinds of users and organization types does Forex CRM work with?
Q: What languages does Forex CRM support in their product?
Q: What kind of support options does Forex CRM offer?
Q: What type of training does Forex CRM provide?

Forex CRM Product Features

Financial CRM

Household Tracking
Territory Management
Asset Management
Lead Management
Account Alerts
Team Assignments
Expense Tracking
Relationship Tracking
Marketing Management
Influence Tracking