Built for Prop Trading Firms

Prop Trading CRM Software

Launch, manage and scale your prop trading firm with one platform for trader onboarding, challenge management, performance tracking, payouts and operations.

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Total Funded Account
181total
Challenge Model Supported
5+
Package Upgrade Request
Awaiting review
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John
Your Assigned Manager
John Smith
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Techysquad vs. Traditional CRMs

Trader Onboarding

Trader Onboarding

OthersManual setup
TechysquadAutomated onboarding
Challenge Management

Challenge Management

OthersSeparate tools
TechysquadBuilt-in challenges
Trader Evaluation

Trader Evaluation

OthersManual checks
TechysquadAutomated evaluation
Risk Management

Risk Management

OthersExternal tools
TechysquadBuilt-in monitoring
Funded Accounts

Funded Accounts

OthersManual handling
TechysquadAutomated workflows
Support

Support

OthersTicket support
Techysquad24/7 expert support

By The Numbers

30 minsAverage Setup Time
98%Client Retention
30+Countries served
12+ yrsIn The Industry
Prop Trading CRM

PlatformCapabilities

The comprehensive solution that allows you to focus on your traders and gives you consistent support. Our technology ensures that all of your requirements are managed efficiently.

Admin Portal
Client Portal
Multiple Payment Integration
Email Integration
Trading Platform Integration
Seamless Security
Quick & Reliable Payouts
24/7 Support
What's Included

What is a Prop FirmCRM?

A Prop Firm CRM is software designed to help prop trading firms manage trader onboarding, challenge accounts, funded traders, payouts and daily operations from one platform.

Comprehensive Account Management

  • Manage trader onboarding, funded accounts and performance from one dashboard.

Real-Time Insights & Reporting

  • Track trading activity, payouts and performance with real-time reporting.

Integration

  • Connect MT5 and supported trading platforms through one integrated system.

IB & Affiliate

  • Manage referrals, affiliates and commission payouts from one portal.

Communication

  • Keep traders informed with built-in messaging and notifications.

Performance Evaluation

  • Monitor drawdown, profit targets and trading performance.
Our Process

Three Simple Steps toBuild Your Solution

From consultation to deployment, we deliver secure, scalable, and high-performance solutions tailored to your business.

01

Register

Join the evaluation program.

02

Complete the Challenge

Meet the trading objectives.

03

Get Funded

Start trading a funded account.

Benefits for Your
Prop Trading Business

Get in Touch
1

Faster Trader Onboarding

Automate registration and account creation.

2

Better Risk Control

Monitor drawdown and trading rules.

3

Streamlined Operations

Manage traders, payouts and challenges efficiently.

4

Better Trader Experience

Provide a transparent trader dashboard.

Connected Trading Solutions

Everything Included in
Your Prop Trading Platform

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

Prop Trading CRM software helps prop trading firms manage trader onboarding, challenge accounts, funded traders, payouts and daily operations from one integrated platform. It simplifies workflows and improves the experience for both traders and administrators.

Techysquad Prop Trading CRM is built for prop trading firms, evaluation firms and trading businesses that manage trader challenges, funded accounts and operational workflows.

Yes. Techysquad supports flexible challenge structures, including one-step, two-step and custom evaluation models. Firms can configure trading rules, profit targets, drawdown limits and progression criteria to match their business.

Yes. Traders can register, submit verification documents and complete the onboarding process through a streamlined workflow, helping firms reduce manual administration and improve compliance.

Yes. Traders have access to a dedicated dashboard where they can monitor challenge status, account performance, funded accounts and payout information in real time.

Techysquad integrates with supported trading platforms, including MT5, cTrader, TradeLocker and many more to streamline account management, trader activities and operational workflows. Additional integrations can be discussed based on your firm's requirements.

Yes. Techysquad Prop Trading CRM can be branded with your firm's logo, colours and domain, providing a consistent and professional experience for your traders.

Techysquad Prop Trading CRM helps firms manage the complete evaluation process by tracking trader progress, monitoring performance, applying challenge rules and supporting the transition from evaluation to funded accounts through one centralized platform.

Grow Your Prop Firm

See Techysquad
Prop Trading CRM in Action

Discover how Techysquad helps prop firms manage traders, challenges, payouts and operations from one platform.

Contact Our Team