What Is Forex CRM Software?

Forex Solutions

Forex CRM Software Built for Brokers

Manage leads, client onboarding, KYC, trading accounts, payments and IB networks from one connected Forex CRM platform. Integrate with MT4, MT5, cTrader, TradeLocker, Ark Trader and many more. Get a Traders Room and Prop Trading module with fixed monthly pricing, no per-lot fees and no user limits.

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Total Volume
7,430total
8%
Total Deposit
$826,092
Weekly: $3,000 · Monthly: $3,000
Pending Deposits
Awaiting review
4
John
Your Assigned Manager
John Smith
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Techysquad vs. Traditional CRMs

Pricing Model

Pricing Model

OthersPer-lot or usage fees
Techysquad Fixed monthly pricing
User Access

User Access

OthersUser or seat limits
TechysquadUnlimited users
IB Management

IB Management

OthersLimited IB Levels
TechysquadMulti-level IB Management
Custom Development

Custom Development

OthersOften Charged Separately
TechysquadIncluded based on agreed scope
Support

Support

OthersTicket-based support
Techysquad24/7 expert support
Platform Architecture

Platform Architecture

OthersMultiple systems and third-party tools
TechysquadOne integrated platform

By The Numbers

30 minsAverage Setup Time
98%Client Retention
30+Countries served
12+ yrsIn The Industry
Connected Brokerage Solutions

Everything Included in
Your Forex CRM Setup.

Connect client management, onboarding, trading operations, IB networks and prop trading tools through one brokerage technology environment.

  • Forex CRM

    Full-suite CRM for forex brokers. Manage leads, clients, trading activity, compliance, and payments in one centralized, automated platform with native MT4/MT5/cTrader/TradeLocker integration.

    • Lead & client pipeline management
    • KYC / AML automation
    • 250+ PSP payment integrations
    • Fully white-labelled & branded
    Forex CRM

  • Traders Room

    Give clients a secure, fully branded portal for managing their profiles, documents, deposits, withdrawals and trading accounts.

    • Multi-account management
    • Secure document uploads
    • Internal transfers
    • Mobile-friendly client experience
    Traders Room

  • Multi-Level IB Management

    Build and manage introducing broker networks with flexible commission structures, multiple referral levels and clear partner reporting.

    • Multi-level commission structures
    • Partner and referral tracking
    • Automated commission calculations
    • IB performance reporting
    Multi-Level IB Management

  • PAMM

    Launch and manage professionally managed investment accounts with automated profit allocation, flexible fee structures and investor reporting.

    • Automated profit distribution
    • Flexible management and performance fees
    • Investor dashboard
    • MT5, TradeLocker and many other integration
    PAMM

  • Trade Copier

    Copy trades across multiple accounts in real time with flexible allocation methods and built-in risk controls.

    • Real-time trade copying
    • Multiple allocation methods
    • Risk management controls
    • MT5, TradeLocker and many other integration
    Trade Copier

  • Prop Trading CRM

    Manage trader onboarding, challenges, risk rules, account performance and payouts through a dedicated prop trading platform.

    • Challenge phase automation
    • Equity & drawdown monitoring
    • Trader dashboard
    • Payout and certificate workflows
    Prop Trading CRM
No Per-Lot Fees

Scale your brokerage with fixed monthly pricing and no per-lot charges.

Unlimited Users & IBs

Add unlimited users and IB partners without additional seat fees.

Flexible Development Support

Tailor the platform to your brokerage workflows and business needs.

24/7 Expert Support

Access expert support whenever your brokerage needs assistance.

Frequently Asked Questions

Forex CRM software helps forex brokers manage leads, client onboarding, KYC, trading accounts, payments, IB networks and daily operations from one platform.

Techysquad supports integrations with MT4, MT5, cTrader, TradeLocker, Ark Trader, VertexFX and many others subject to the brokerage setup and project requirements.

Yes. Techysquad Forex CRM supports multi-level IB structures, referral tracking, commission management and partner reporting.

Techysquad offers fixed monthly pricing without additional per-lot CRM charges. Confirm the applicable commercial terms in your selected plan.

Yes. The platform can be branded for your brokerage, including the client-facing Traders Room and supported interfaces.

Techysquad Forex CRM is built for forex brokers, multi-asset brokerages, white-label brokers and prop trading firms looking to streamline operations.

Techysquad Forex CRM is built for forex brokers, multi-asset brokerages, white-label brokers and prop trading firms looking to streamline operations.

Operate Smarter

See Techysquad
Forex CRM in Action

Discover how your brokerage can manage clients, KYC, trading accounts, payments and IB networks through one connected platform.

Book a personalised 30-minute demo with our product team.

Get in touch