Updated
Forex CRM development
A CRM that knows
what a trading account is.
Generic CRMs don't understand trading accounts, first-time deposits, or IB rebates. We build forex CRMs that do — one system for your sales and retention desks, the client's trader's room, the IB portal, and the back office, synced in real time with MetaTrader 5, cTrader, and your payment providers.
Because you own it, there are no per-seat or per-account licence fees, your client data stays in your infrastructure, and the workflows match how your desks actually work instead of how a vendor imagined them.
In short
- Nima Dorostkar's team builds custom forex CRMs: trader's room, KYC onboarding, deposits and withdrawals, sales desks, IB portal, and back office in one system.
- The CRM syncs in real time with MetaTrader 5 and cTrader, so every client is one record across platforms.
- A focused forex CRM typically takes 2–4 months, with no per-seat or per-account licence fees.
What we build
Forex CRM development:
what's included.
Trader's room / client portal
Registration, account opening across platforms, deposits, withdrawals, internal transfers, documents, and 2FA.
KYC & AML onboarding
Document and liveness checks through your verification provider, sanctions and PEP screening, risk scoring, and approval queues.
Sales & retention desks
Lead lifecycle and assignment rules, VoIP and call logs, tasks, campaigns, and first-time-deposit tracking per agent.
IB & affiliate portal
Multi-level IB trees, rebates per symbol and group, tracking links, real-time statements, and payouts.
Payments & approvals
PSP integrations with cascading, withdrawal approval workflows, and reconciliation against the trading platform.
Reporting & BI
Deposits, FTDs, net deposit, LTV, cohort retention, and desk performance — the numbers management actually opens.
How we build it
Engineered for
real money, from day one.
- 01One client, every platform
The data model starts from the client, not the account, so MT5, cTrader, and every PSP roll up to one record.
- 02Real-time platform sync
Accounts, balances, and trades sync through the MT5 Manager API and cTrader Open API — no nightly imports.
- 03Migration without downtime
Clients, documents, and history move over from your current CRM while both run in parallel.
- 04Permissions & audit
Role-based access for every desk, and every operator action written to an audit log compliance can read.
Platforms & technology
- MT5 Manager API
- cTrader Open API
- Sumsub
- Onfido
- PSP integrations
- VoIP
- PostgreSQL
- Next.js
- Python
- Go
Questions
Forex CRM development FAQ
When should a broker invest in a custom forex CRM?
A custom forex CRM pays off when licence fees grow with every seat or account, when you run more than one trading platform, when your desks need workflows an off-the-shelf CRM can't model, or when you want client data to stay in your own infrastructure.
How long does it take to develop a custom forex CRM?
A custom forex CRM with trader's room, KYC onboarding, deposits and withdrawals, and an IB portal typically takes 2–4 months as a focused project, longer when it replaces an existing CRM and its data has to be migrated.
Can the CRM work with MT5 and cTrader at the same time?
Yes. Each client has one record in the CRM with trading accounts on any number of platforms. Balances, trades, and transfers sync through each platform's own API, so desks and reports see one book.
Can you migrate our clients from our current CRM?
Yes. We import clients, documents, notes, and transaction history, run both systems in parallel during the transition, and switch over when your team signs off — without asking clients to register again.
Start a project
Talk to an engineer about
forex CRM development.
Tell us what you run today and what you need. You'll hear back from a senior engineer with questions, a proposed architecture, and a realistic timeline.