Ask your sales team what they need from a CRM. Then ask compliance, finance, and marketing. Now throw your IBs into the conversation.
Good luck getting the same answer twice.
That's the thing about brokerage operations. Everyone has their specific needs, and somehow, they all need to work together.
We've spent years building FXBO CRM around that reality. The result? Seven products, hundreds of integrations, and a growing collection of features.
So, let's take FXBO apart and see what every piece does.
What Is FXBO CRM?
FXBO (FX Back Office) is a customizable forex CRM software and back-office platform that helps brokers manage their operations, clients, employees, and partners from one connected system.
Founded in 2015 by a team active in forex since 2007, we now serve 250+ clients worldwide, with 500+ integrations.
Our ultimate forex CRM offers seven products:
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Forex Back Office: Internal brokerage operations, client management, and administration.
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Client Area: Trading accounts, payments, documents, and client services.
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Partner Area: IB and affiliate management, referrals, and commissions.
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Mobile App: Brokerage services and account access on smartphones.
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Prop Trading CRM: Trading challenges, evaluations, and funded accounts.
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B2B CRM: Customer and operational management for businesses beyond forex.
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Service Desk: Customer support, tickets, and requests.
The first four make up our core Forex CRM ecosystem, so let's start there.
The Four Core Products of FXBO CRM
1. Forex Back Office: Where Your Brokerage Gets to Work
Sales is chasing leads, compliance is reviewing documents, finance is handling transactions, and marketing is preparing the next campaign. Different departments, different responsibilities.
The FXBO Back Office brings these operations together in one workspace.
From lead management, VoIP calls, and automated marketing campaigns to KYC verification, payment processing, and financial reporting, it gives each department the tools to manage its daily tasks.
With customizable workflows, employee permissions, and shared client information, everyone can work from the same system without stepping on each other's toes.
2. Client Area: Now, Let's Look at the Trader's Side
Your employees have the Back Office. Your traders have the FXBO Client Area.
This is the personal portal where clients manage their relationship with your brokerage, from registration to everyday account activities.
They can:
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Register, complete questionnaires, and submit KYC documents.
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Open and manage trading accounts.
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Make deposits, request withdrawals, and access supported internal transfers.
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Check balances, transaction histories, and account information.
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Access available support and referral functions.
The Client Area is also customizable, from branding and language preferences to registration fields and onboarding requirements.
The idea is simple: give clients the tools to handle routine requests themselves, while keeping those activities connected to your brokerage's internal operations.
3. Partner Area: IBs Need Their Own Workspace
Bringing traders to a brokerage is one part of an IB's job. Tracking referrals, managing campaigns, and keeping up with commissions? That's where things get interesting.
The FXBO Partner Area gives Introducing Brokers and affiliates a dedicated place to manage those activities.
IBs can access referral links, campaign banners, real-time statistics, and commission information. They can also monitor referred clients, follow partnership activity, and use supported account and fund management tools.
Meanwhile, your brokerage can configure multi-level partnership structures, commission rules, and campaign conditions.
That gives both sides visibility into the partnership without relying on endless email exchanges to find out who referred whom.
4. Mobile App: Your Brokerage, Minus the Desktop
Your clients already manage half their lives through their phones. Their brokerage accounts can join the list.
The FXBO Mobile App brings supported Client Area services to iOS and Android.
Traders can manage accounts, complete verification, make deposits, request withdrawals, receive push notifications, and access IB tools.
The app also offers biometric authentication, customizable questionnaires, loyalty and contest functionality, and integrated MT5 Web Trader access for supported configurations.
There's something for brokers, too: mobile app analytics.
Through Firebase and Google Analytics 4, brokers can investigate onboarding drop-offs, observable payment failures, and screen usage. After all, knowing that clients downloaded your app sure is nice, but knowing where they encounter difficulties is considerably more useful.
Additional FXBO Features and Modules
Need withdrawals processed according to preset rules? IB campaigns assigned based on performance? Reports delivered before anyone remembers to request them?
There's a module for that. Quite a few, actually.
Beyond the core products, FXBO offers specialized modules that brokers can add according to their needs. Here's a closer look:
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Bonuses, Cashback, and Contests: Configure bonus conditions, automate cashback calculations, launch trading competitions, track performance, and select winners automatically.
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Advanced IB Management: Open Network IB lets clients choose their IB when opening an account, while Automatic IB Campaign Allocation adjusts campaign tiers based on referrals, deposits, and trading activity.
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Payments and Account Rules: Instant Withdrawals automates eligible requests within configured limits, Local Depositor handles transactions through designated agents, and Account Fees Rules automates applicable deductions.
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Marketing and Communication: Manage corporate emails, launch targeted mass-mail campaigns, send SMS notifications, and connect instant messaging platforms directly to the CRM.
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Client Experience: Add custom Client Area pages, enable social media registration, and provide trading calculators for pip values, margins, and spreads.
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Reporting and Compliance: Schedule reports for automatic delivery and use dedicated regulatory tools for CySEC reporting, ECB rates, and risk categorization.
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Automation and Expansion: Add custom workflow rules, more CRM managers, or additional MT live server connections as your brokerage grows.
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Tiered Loyalty Program: Reward traders with points for eligible trading activity, deposits, and referrals. Traders progress through customizable loyalty tiers, unlock higher point multipliers, and redeem their points for cash or cryptocurrency. Brokers control the tiers, badges, and reward conditions, giving clients another reason to stick around.
And here's the beauty of a modular system: you choose what your brokerage needs today and add more when tomorrow comes knocking.
Explore the full modules on our FXBO CRM Features page.
FXBO Integrations: Connecting the Dots
What good is a CRM if it can't communicate with the other technology your brokerage depends on?
FXBO offers over 500 integrations, including 400+ payment providers, covering the main parts of the brokerage technology ecosystem.
These include:
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Trading platforms: MetaTrader 4 and 5, cTrader, Match-Trader, TradeLocker, Devexperts, X Open Hub, Condor, Your Bourse, and Helio.
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Payment service providers: Connections supporting configured deposit, withdrawal, and transaction workflows.
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KYC and AML: Providers such as Sumsub, Shufti Pro, and Muinmos for identity verification.
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VoIP: Solutions such as Voiso for integrated calling and recording.
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Additional services: Brokeree PAMM and Social Trading, reporting tools, and other brokerage technologies.
For more specific technical requirements, we also provide a REST API for supported CRM operations and a Client API for building customized client-facing experiences.
And when a required integration isn't available, our team can evaluate its development.
Beyond the Forex CRM: Three More FXBO Products
Our core CRM is designed for conventional brokerage operations, but our portfolio doesn't stop there.
FXBO Prop Trading CRM
Prop firms need more than client management. They need challenges, evaluation rules, and ways to monitor trading performance.
Our Prop Trading CRM allows firms to create free or paid multi-stage challenges, configure profit targets and risk limits, monitor activity, and manage progression to funded accounts.
It also supports account restrictions when conditions are breached and real-time performance reporting.
FXBO B2B CRM
What about businesses outside the forex industry?
Our B2B CRM provides lead management, customer histories, marketing tools, document storage, automated communication, reporting, and employee permissions.
It's designed for businesses that need a configurable workspace for managing customer relationships and internal operations.
FXBO Service Desk
Customer requests have a habit of piling up when nobody knows who's handling what.
The FXBO Service Desk organizes these requests through tickets, priorities, statuses, and team assignments.
It also includes live chat, attachments, internal comments, and FAQ tools for managing support communication.
So, That's FXBO CRM!
With all these products and features, how much of FXBO does your brokerage need?
That depends on your requirements. You can configure workflows, permissions, client-facing interfaces, and selected modules around your operations.
We're also ISO 27001:2022 certified for information security management, with technical support available 24/5 and emergency support 24/7.
Seven products, hundreds of integrations, and a collection of features designed around the different needs of a brokerage. There's plenty more to explore, but now you know how the pieces fit together.
Want to see what FXBO CRM could look like for your brokerage?
Request a free FXBO CRM demo and let's find out.
