A purpose-built CRM integrated with your trading platform — lead-to-client pipeline, IB management, retention automations and compliance documentation in one system.
Leads from website, affiliate links and social ads land directly in your CRM pipeline. Sales agents see status, source and follow-up tasks for every lead.
Guide leads through document upload, identity verification and account approval. Automated status emails keep prospects engaged during verification.
Triggered email and SMS sequences for: first deposit reminder, dormant account re-engagement, deposit top-up nudges and trading milestone celebrations.
IBs log into their own portal to view referred clients, track commissions in real time and access marketing materials. Multi-level tree with custom commission rules.
Email, SMS and in-app notification templates. Full communication history per client. Broadcast messages to client segments (by country, account type, balance tier).
Conversion rate by lead source, time-to-deposit metrics, churn analysis, agent performance scoreboards and campaign ROI tracking.
A brokerage CRM (Customer Relationship Management) is a specialised system that manages every stage of the client relationship — from initial lead capture, through KYC onboarding, to active trading support and long-term retention. Unlike generic CRMs, a brokerage CRM is integrated with the trading platform, so account events (deposits, trades, margin calls) automatically trigger CRM workflows.
A forex CRM is purpose-built for brokerage workflows: it understands trading account states, deposit/withdrawal events, KYC statuses, IB trees and regulatory reporting. Generic CRMs like Salesforce require extensive — and expensive — customisation to handle these concepts. Using a purpose-built platform like CTATech saves months of setup time and reduces ongoing IT maintenance.
Yes — modern brokerage CRMs include automations such as: dormant account re-engagement emails, margin call follow-up sequences, deposit anniversary messages, trading milestone notifications and personalised offers based on trading activity. These automations run without manual intervention and measurably improve client lifetime value.
CTATech's CRM and trading platform share a unified data layer. Account creation, KYC approval, fund movements, trade milestones and account status changes all flow bi-directionally. A sales agent in the CRM can see the client's live account balance, open positions and full trade history without switching systems.
Schedule a 30-minute demo and see exactly how CTATech's CRM maps to your sales and retention workflows.
CTATech's integrated CRM + trading platform eliminates data silos and automates your growth.