Your FOREX CRM
The back office with a difference
With our solution, your only job is to attract clients - we'll do the rest
They don’t call us the ultimate forex CRM for nothing. By choosing FX BACK OFFICE, you get to focus on what’s important – attracting, converting and retaining clients.
FOREX CRM & BACK OFFICE
  • Professional solution to manage clients profiles
  • Comprehensive reporting system
  • Wide range of tools and controlling mechanisms for Marketing and Sales departments
  • API connection to PSPs
  • KYC and sophisticated system ensuring the documents are up to date
  • CRM access for IBs (limited as per your request)
  • Simple and instant translation system
  • Customized upgrades on demand
  • Fully EMIR and CySEC compliant
  • CLIENT'S CABINET
  • Fully branded user friendly interface
  • Live/Demo account opening function
  • Deposits / withdrawals / transferring between own accounts
  • Easy access from all mobile devices
  • Internal messages with notifications
  • Fully CySEC compliant background check questionnaire
  • Simple section for uploading documents for KYC
  • Access to the Partnership area from the same place
  • Integrated live chat
  • PARTNER'S CABINET
  • Supports Multi-level partnership program
  • Referral list including search function
  • Full Link Statistics
  • Promotional materials
  • Local > function for IBs
  • Creation of Partnership links option
  • WHAT IS UNDER YOUR CONTROL
    Retain your clients with absolute ease by using our exceptionally unique algorithmic retention tools
    SALES TOOLS
    1. Lead follow up system
    2. Different status allocation of Leads for refining conversion
    3. Customizable accesses for your sales team
    4. VOIP calls directly from the system
    5. Automatic Recording and storing of all VOIP calls
    DEALING WITH FINANCE
    1. Deposits and withdrawals of money or bonuses
    2. Third party transfers prevention mechanism
    3. Various payment systems connected
    4. Internal money transfers between own accounts
    5. IB money transfer to his referrals
    IB MANAGEMENT
    1. Multilevel partnership program
    2. Create different IB schemes
    3. Full access to all IBs with exceptional easy of use
    4. Limit access of employees to your most important client data
    COMPLIANCE
    1. KYC integrated process
    2. Specific and complex Client monitoring
    3. Complete 'company document' area
    REGTECH AND REPOSITS
    1. Reports for the regulator
    2. Any report of your choice is available
    3. Make-your-own customizable report feature
    EXTENSIVE EXPERIENCE IN PROVIDING BACK-END SOLUTIONS:
    REGTECH
    Save time
    With our RegTech solutions you will save huge amounts of time on preparing reports and monitoring your clientele.
    OPTIMIZED
    100% PROVEN Optimized workflow.
    Expect a massively heightened work ethic from all of your departments. Our CRM contains features which will significantly improve day-to-day routine, making all work processes easier.
    MT4/5 COMPATIBLE
    BEST Forex Platforms
    You can use the industry’s most popular Forex trading platforms to their full force with our CRM, with no volume limitations. Additional platforms can be easily connected.
    MOBILE FRIENDLY
    Fully responsive solution on ANY device.
    Your clients and IBs can log in to their Cabinet from ANY mobile device.
    FAST INTEGRATION
    100% integration
    Don’t waste your time. Choose FX BACK OFFICE for the fastest integration the market has to offer.
    TESTED
    100% tested code
    Keep your data safe, secure and protected.

    We are using modern technologies with long-term support to achieve high reliability of our systems.
    REQUEST YOUR SOLUTION
    Everything you need just got easier by choosing the industry's favourite CRM - FX BACK OFFICE!
    Send us a message and our specialists will contact you shortly. We will provide you a presentation of the CRM, Client, and IB back end so you can be assured that our system has absolutely everything you need to run a powerful and lucrative business, in the easiest way possible.
    FILL IN THE FORM


    OUR PARTNERS