Broker Tools · Production

Brokerage CRM Forex CRM for brokers: KYC, traders' room and back office

Brokerage CRM is a customer-account and traders' room system for regulated forex and CFD brokers. It handles KYC document pipelines, TOTP and SMS two-factor authentication, security event timelines, profile and tax-residency management, a document vault and IB and affiliate tracking with tiers and rebates, and connects to your trading platform and back office so every team shares one record.

Request a demo Pricing model
Last updated 2026-11-13 · Typical time to live: Live in three to five weeks
Forex and CFD brokers Prop firms Compliance and onboarding teams

Why teams choose Brokerage CRM

Onboarding that follows your KYC policy automatically

One client record shared by sales, support and compliance

Security controls (2FA, device timeline) that satisfy auditors

Integration with your trading platform instead of a parallel database

IB and affiliate programmes tracked with tiers, rebates and payouts on the same record

What does Brokerage CRM do?

  • KYC and document upload pipeline with reviewer queues
  • TOTP and SMS two-factor authentication
  • Security event timeline per account
  • Profile, address and tax-residency management
  • Document vault with expiry alerts
  • Roles for sales, support, compliance and finance
  • IB and affiliate tracking with partner tiers, rebates and payouts

Specifications

Status
Production
Time to live
Live in three to five weeks
Deployment
Self-hosted · Managed cloud
Integrations
MetaTrader 5 · EntropyX PSP · EntropyX Tickets · Social Copy · Email and SMS providers
Stack
Node.js · PostgreSQL · Next.js
Built for
Forex and CFD brokers · Prop firms · Compliance and onboarding teams

How does Brokerage CRM work?

Live in three to five weeks
01

Map your onboarding policy

Document types, review steps and risk flags are configured to your compliance manual.

02

Connect the platform

Accounts sync with MT5 or your trading platform; funding events flow from the PSP.

03

Go live with your team

Sales, support and compliance work the same record with role-based views.

04

Extend

Tickets, copy trading and AI support agents plug into the same account layer.

How is Brokerage CRM priced?

Brokerage CRM uses the same three components as every EntropyX product: a product licence, a one-time setup for integration, and an optional support plan. Prices are not listed because setup depends on your stack and the licence on your scale; a written quote arrives within one business day of a scoping call.

Request a quote How quotes are built

Licence

A subscription or annual licence. Self-hosted licences cover the software and updates; managed cloud adds hosting, monitoring and backups.

Setup and integration

A one-time, fixed-scope project scoped in writing after discovery: connecting MetaTrader 5, EntropyX PSP, EntropyX Tickets, Social Copy, Email and SMS providers, plus data migration where needed. Typical time to live: live in three to five weeks.

Support

Standard support in business hours (08:00–22:00 IST, Monday to Saturday) is included. Priority support adds a named engineer, response targets by severity and scheduled reviews.

What moves the number

Users, accounts or clients on the product; self-hosted versus managed cloud; the integrations you need; jurisdictions or chains to cover; the support level. Bundles with EA Panel, EntropyX Tickets, EntropyX PSP share one setup and are priced together. Monthly subscriptions carry no long-term commitment; annual licences are discounted; invoicing in USD or INR.

Guides that cover Brokerage CRM

All guides
9 min read

What is a forex CRM? Modules, costs and how to choose one

A forex CRM is the client-management and back-office system a forex or CFD broker runs beside its trading platform. It onboards clients with KYC, opens and funds trading accounts on MT4 or MT5, tracks introducing brokers and affiliates, and gives sales, support and compliance one record per client.

Read
7 min read

Prop firm CRM: what it must track, from challenge to payout

A prop firm CRM must track six records that a sales CRM does not: the trader's identity and KYC state, each challenge as its own object with phases and rules, every rule breach with the price and time behind it, payouts tied to a funded account and profit split, affiliate attribution, and support history on the same record.

Read
13 min read

How to choose a forex brokerage technology provider: what to look for and what to ask

Choose a forex brokerage technology provider by checking what it supplies against what must stay with you: the trading platform, liquidity, licences, client funds and dealing decisions. Then score each vendor on integration with your platform, hosting and data ownership, time to live, support hours, pricing model, security evidence and exit terms, and ask for a demo on your data.

Read
FAQ

Brokerage CRM questions

Answers about Brokerage CRM for buyers and reviewers. For anything else, the contact page reaches an engineer.

What is a forex CRM?

A forex CRM is the system a broker uses to onboard clients, verify identity, manage accounts and funding, and give support and sales one shared record. Brokerage CRM is that layer, built for regulated brokers.

Can we migrate from our current CRM?

Yes. We import clients, documents and account links from your existing system as part of onboarding.

Does it include a traders' room?

Yes. Clients log in to manage profiles, documents, funding and support requests; your team works from the admin side.

Which platforms does it connect to?

MetaTrader 5 out of the box, with connectors for other platforms on request.

How much does a forex CRM cost?

Quote-based, like most of the market. Brokerage CRM is priced as a licence or subscription plus a one-time setup for integration and an optional support plan; bundles with EntropyX PSP or Tickets are priced together. A written quote follows a 30-minute scoping session within one business day. Market ranges are in our forex CRM guide.

Can withdrawals be blocked until KYC is complete?

Yes. Compliance rules gate funding and withdrawal actions on KYC status and risk flags that your team defines.

Does Brokerage CRM track introducing brokers and affiliates?

Yes. Partners are tracked on the same client record as the clients they refer, with tiers, rebate rules and payout tracking, so sales sees where an account came from and finance sees what is owed. Partner terms and commission schedules are yours to set. For most brokers this replaces separate forex IB software.

Is Brokerage CRM a forex back office software?

For the account side, yes: onboarding and KYC with reviewer queues, the traders' room, funding and withdrawal actions gated by compliance rules, documents, partner tracking and support context on one record. Dealing-desk operations (exposure, interventions and account operations on MT5) sit in EA Panel on the same identity layer.

Is there a mobile app for the traders' room?

The traders' room is delivered as a web application. A branded iOS and Android app for your clients is built on request as part of an engagement; ask for scope and timeline on a call.

Does it work as prop firm affiliate software?

Yes. The partner module tracks the affiliates who sell evaluations: referral attribution on the trader's record, tiers, commission rules and payout tracking, so marketing sees which partner brought each trader and finance sees what is owed. Evaluation phases, targets and payouts themselves are a challenge engine built on request on the same identity layer.

Do we need a separate affiliate platform next to the CRM?

Not for partners the CRM manages itself. Brokerage CRM records the referring IB or affiliate on the client's record at sign-up, so deposits, trading and the partner's tiers, rebates and payouts are tracked in one system, with no postbacks between two tools. If you already run an affiliate platform for paid campaigns, we connect it per engagement.

Works with

/eapanel
EA Panel
Operational console for trading desks.
Open
/ticket
EntropyX Tickets
Support that never loses context.
Open
/psp
EntropyX PSP
Stablecoin payments across every chain that matters.
Open

Built for

Forex and CFD brokers Prop trading firms

See Brokerage CRM on your own data.

A 30-minute working session with an engineer. We will show Brokerage CRM against your use case and send a written proposal within one business day.

Book a working session sales@entropyxlabs.com