The complete Forex Prop CRM for launching and scaling a proprietary trading firm. Sell challenges, run multi-phase evaluations, promote traders to funded accounts, automate payouts, manage KYC and affiliates, and enforce risk rules in real time — all from one platform. Native integration with MetaTrader 4, MetaTrader 5 and cTrader.
Forex Prop CRM is a purpose-built CRM and back-office for modern prop trading firms. Where a generic broker CRM stops, Prop CRM begins: challenge plans, evaluation rules, breach detection, scaling plans, profit splits, certificates, leaderboards and payouts are all first-class citizens.
Traders get a polished portal to buy challenges, see their objectives, track equity, request payouts and download certificates. Your team gets a unified admin to manage accounts, KYC, rule breaches, payouts, IBs and affiliates — with deep analytics on every cohort and campaign.
Create unlimited challenge plans — 1/2/3 phase, instant funding, scaling — with full rule sets.
Profit targets, max daily loss, max overall loss, min trading days, consistency and news filters.
Auto-promote passing traders to live funded accounts with proper credentials and groups.
Configurable splits, payout cycles, requests, approvals and withdrawal automation.
Document upload, verification workflow, contracts and e-signature for funded traders.
Multi-tier IBs and affiliates with custom commissions on challenge sales and payouts.
Plug in cards, crypto, bank, wallets — full PSP routing for challenge fee collection.
Live exposure, pass/fail ratios, payout liability and cohort performance dashboards.
Segments, email/SMS, discount codes, drip campaigns and lead-to-trader attribution.
Trader picks a plan, pays via card or crypto, instantly receives credentials.
Trades on MT4/MT5/cTrader while CRM enforces rules in real time.
Objectives met — trader uploads documents and signs the trader agreement.
Live funded account is provisioned automatically with the right group & leverage.
Trader requests payout, finance approves, profit split is paid out on schedule.
One, two or three-phase evaluations. Instant funding. Scaling plans. Refundable fees. Add-ons like no-time-limit, weekend holding or EA allowed. The rule engine handles it all — and traders see their objectives in real time.
Per-phase profit goals with optional weekly minimums.
Equity or balance based, with tick-level enforcement.
Hard ceiling that auto-breaches and closes positions.
Optional minimum active days before completion.
Single-day profit caps, lot consistency and martingale checks.
Block or allow trading around news events and over weekends.
Native bridges for accounts, deals, risk events and live equity.
Stripe, PayPal, regional PSPs and crypto rails for challenge fees & payouts.
Sumsub, Onfido, Shufti Pro and others — or your own provider via webhook.
SendGrid, Mailgun, Twilio, HubSpot, Zapier and webhooks for any third-party tool.
Not a broker CRM with bolted-on challenges — every flow is designed for prop.
Run multiple prop brands or geographies from one platform with separate branding.
Take full ownership and customise the platform end to end when you're ready.
Real-time breach detection and forced close — no waiting for end-of-day reports.
We host, monitor and update the whole platform. You focus on growing your prop firm — onboarding traders, marketing and risk.
Get the full source code of Forex Prop CRM, deploy on your own infrastructure and customise every screen, rule and integration.
All traffic encrypted; trader and admin credentials stored encrypted at rest.
Role-based access for admins, risk, finance, marketing and support, with mandatory 2FA.
Every payout, rule breach, KYC decision and admin action logged with actor and IP.
Breaches detected on tick — accounts paused, trades closed, traders notified automatically.
Talk to our team about a hosted Forex Prop CRM environment or a full source-code license — branded, integrated and ready to scale.