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Forex CRM Software

The Forex CRM built to convert, retain & scale

Capture every lead, verify clients faster, automate deposits and withdrawals, and turn data into revenue — all from one CRM purpose-built for forex brokers, prop firms and IBs.

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  • Lead capture, scoring & automated routing
  • Automated KYC, deposits & withdrawals
  • Native MT5 / MT4 integration
app.forexty.com/crm
Open Leads
1,284
▲ 22%
Conversion
38.2%
▲ 6%
Revenue
$1.84M
▲ 24%
Lead → Funded Funnel+24.6%
Leads · 4,210 Contacted · 2,980 KYC · 1,640 Funded · 980
+38%
Higher lead conversion
-60%
Manual back-office work
94%
KYC approval rate
24
Hours to go live
Lead & Sales Management

Turn more leads into funded traders

Capture leads from every source, route them to the right desk instantly, and let automation handle the follow-up so your sales team focuses on closing.

  • Smart lead routing by country, language, source or desk.
  • Visual sales pipeline with drag-and-drop stages and tasks.
  • Client segmentation for targeted campaigns and retention.
Pipeline
New · 42 A. Hassan$5,000 · UAE M. Chen$2,400 · SG Contacted · 28 J. OkoroCall back 3pm Funded · 11 L. Moreno$12,000 ✓
KYC & Finance Automation

Verify, fund and pay out — automatically

Cut back-office workload with automated identity checks, instant deposit crediting and structured withdrawal approvals — all fully audited.

  • Automated KYC with document upload and AML screening.
  • Multi-gateway deposits with instant auto-credit to wallets.
  • Withdrawal workflows with approval tiers and fraud checks.
Finance
Deposits (30d)$6.24M Withdrawals$1.12M Pending Approvals Withdrawal · USDTReview Deposit · VisaApproved Withdrawal · BankApproved
Everything included

One CRM, twelve powerful modules

Replace your scattered tools with a single source of truth for your entire brokerage.

Lead Management

Capture, score and assign leads automatically.

Sales Pipeline

Visual stages, tasks and conversion tracking.

KYC Verification

Automated identity & document checks.

Client Management

360° client profiles & activity history.

Wallet Management

Multi-currency wallets & internal transfers.

Deposit Management

Multi-gateway deposits with auto-credit.

Withdrawal Management

Approval tiers & fraud protection.

Compliance Tracking

AML, audit logs & regulator-ready records.

CRM Automation

Trigger-based emails, SMS & tasks.

Marketing Automation

Campaigns, journeys & retention flows.

Client Segmentation

Dynamic segments for targeting.

Reporting & BI

Real-time dashboards & custom reports.

FAQ

Forex CRM, answered

The best Forex CRM is purpose-built for brokerages — combining lead management, KYC, deposits, withdrawals, IB commissions, risk and MT5 integration in one platform. Forexty unifies all of these so you run your entire operation from a single system instead of stitching together disconnected tools.
Yes. Forexty includes automated KYC verification, AML controls, document management, audit logs and role-based access so brokers remain compliant across every regulated market.
Yes. Forexty supports multi-gateway deposits with instant auto-credit and structured withdrawal approval workflows with fraud checks — dramatically reducing manual back-office effort.
Yes. Forexty offers native MT5 and MT4 integration including account creation, group management, leverage control and live trade monitoring. See MT5 integration →

See the Forex CRM in action

Book a personalized walkthrough and we'll map Forexty to your exact brokerage workflow.

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No credit card required · Live in 24 hours · Dedicated onboarding