Trusted by the fastest growing companies
View More
About Cloud Forex CRM
Cloud Forex CRM is a revolutionary cloud based CRM solution designed to meet the needs of startups and established brokerage firms. Launched with a vision to provide a powerful tool for managing customer relationships, our software is tailored to the unique demands of the Forex industry. Our commitment to innovation and customer satisfaction sets us apart as a leader in the field.
Benefits of CRM
Leverage Forex CRM Solution to boost sales and customer retention for your brokerage.
FX Chatbot
Our CRM includes an AI-powered chatbot that can provide quick and accurate responses to customer inquiries.
Automated Marketing
Automate your marketing campaigns to send targeted messages to the right customers at the right time.
Our Commitment to Data Security
Your data is safe with us. We use encryption, access controls, and regular audits to ensure its protection and minimize any risks. Trust us to keep your information secure.
Improved Collaboration
Collaborate with your team more effectively by assigning tasks, sharing information, and tracking progress.
Analytics and Reporting
Our Forex CRM has powerful analytics and reporting features to help you gain insights into your business operations.
Robust Features of Cloud Forex CRM
Experience unparalleled control over your Forex brokerage with CRM for Forex Brokers- the ultimate solution for boosting sales, and improving customer satisfaction.
Role Management feature allows you to assign specific roles and permissions to different team members, ensuring that everyone has the right level of access and accountability.
Our Ticketing Support System feature enables you to streamline your customer support process, ensuring that customer inquiries are tracked, assigned, and resolved in a timely manner.
With MT4/MT5 and Vertex Integration, you can integrate your Forex trading platform with our CRM, and manage customer accounts, trades, and other key data from one centralized location.
Our Payment Gateway feature allows you to securely accept payments from customers via multiple third-party payment methods, to make payments convenient.
We offer a multi-level introducing broker feature that enables brokers to efficiently manage their IB network and track commissions across various levels.
Join the Growing Community of Forex Brokers Scaling with Cloud Forex CRM!
Over 200 brokers and counting trust our CRM for boosting sales, improving customer satisfaction, and streamlining their operations.
Trade on the Go with Cloud Forex CRM Mobile App
FManage your business from anywhere with our powerful and intuitive Mobile App.
Request free DemoPowerful Features of the Mobile App
- Manage Clients
- One-click Payments
- Account Management
- Multilingual Support
- Access Reports
- Manageable IB Account
Download The App
Unleash the Power of Trader's Cabinet Today!
Our user-friendly trader's cabinet offers seamless integration and enhanced functionality for forex traders.
Request free DemoRobust Features of Trader’s Cabinet
- Account Management
- Payment Processing
- Trading History
- KYC Verification
- Reporting Dashboard
- Multilingual Support
Download The App
3rd Party Integration
Request free DemoElevate your business with seamless integration: our CRM integrates with popular third-party forex tools and platforms for maximum efficiency.
MT4 Integration
MT4 integration allows you to seamlessly connect your Forex trading platform with our CRM, enabling you to manage your customer accounts, trades, and other key data from one centralized location.
MT5 Integration
MT5 integration provides the same seamless connectivity and centralized management as our MT4 integration, with added features and functionality for advanced Forex traders.
Payment Getaways
Payment Gateway integration enables you to securely accept payments from customers via multiple payment methods. This ensures that your customers can make payments conveniently and securely.
Vertex
Our CRM's integration with Vertex provides you with a multi-level online and auto trading platform, used by Forex trader’s room, liquidity providers, exchanges, market makers, and brokerage firms.
Beginner
(1 - 1000 Contacts / 5 CRM Users)
$ 1,000 One Time Set-up
/$500 Per Month (To be paid quarterly USD 1500)
What’s Included:
- 1 Live Training Sessions
- Upto 5 PSPs integrated
- Upto 3 multi IB level
Most Popular
Expert
(Upto 5000 Contacts / 10 CRM Users)
$ 2,000 One Time Set-up
/$1000 Per Month (To be paid quarterly USD 3000)
What’s Included:
- 2 Live Training Sessions
- Upto 10 PSPs integrated
- Upto 5 multi IB level
Enterprise
(Upto 10000 Contacts / 15 CRM Users)
$ 2,000 One Time Set-up
/$1500 Per Month (To be paid quarterly USD 4500)
What’s Included:
- 3 Live Training Sessions
- Upto 20 PSPs integrated
- Upto 10 multi IB level
Beginner
(1 - 1000 Contacts / 5 CRM Users)
$ 0 / No Set-up
6000 USD UpFront
What’s Included:
- 1 Live Training Sessions
- Upto 5 PSPs integrated
- Upto 3 multi IB level
Most Popular
Expert
(Upto 5000 Contacts / 10 CRM Users)
$ 0 / No Set-up
12000 USD UpFront
What’s Included:
- 2 Live Training Sessions
- Upto 10 PSPs integrated
- Upto 5 multi IB level
Enterprise
(Upto 10000 Contacts / 15 CRM Users)
$ 0 / No Set-up
18000 USD UpFront
What’s Included:
- 3 Live Training Sessions
- Upto 20 PSPs integrated
- Upto 10 multi IB level
Clients From Across The Globe Love Cloud Forex CRM!
See why brokers rave about our comprehensive Forex CRM solution
Cloud Forex CRM is a fantastic app. This App eases the flow for my Forex Client...be it open live account, demo or in fact, the IB module is quite easy to understand.
James Malone
Forex BrokerAs a beginner, they provided me with all relevant information, and I contacted their customer support several times, and they were always helpful and patient. Thank you so much for providing such excellent forex CRM services.
Amelia Dylan
Forex TraderThis is a fantastic Application, I still haven't completely explored all the potential and possibilities of this app. I am waiting for every month's update.
Moses Aaron
Content WriterDeposit Functionality is so smooth in this application. Within minutes I can deposit my amount in my live account. Download and you try yourself.
Christopher Yardley
Marketing ManagerFrequently Asked Questions
Don't let unanswered questions hold you back. Get the information you need by browsing our FAQs.
As we respect the data privacy of the client’s data, we never host any database on our server, it's always hosted on the client’s server but as the core application has our proprietary rights we host it on our server. So ideally we never share the source code.
The minimum tenure to continue the CRM subscription is 3 months, which is the first 3 months as we accept payments only Quarterly basis. If you want to discontinue after 3 months, you need to inform us at least before two weeks of the expiration of the first quarter.
We get one documents signed which is called EULA, this document protects the rights and obligations of both the parties.
As our company is continuously working on new updates, any new feature included in the product will be given at no extra cost.
We have a prerequisite list of different components needed to integrate the CRM with your Trading Platform & Website, once we have all this information in place it takes about 5 working days to integrate the system.
Currently, we already have 5 languages integrated apart from English, if you need any other languages to be integrated, we will get it done for you with no extra cost, provided you give us the translation.
Our Latest Blogs
Get some insights and information about the Forex Industry with the perspective of Cloud Forex CRM.
AI-Driven Insights: The Future of Forex CRM Mobile Applications
The interaction between brokers and traders demand...
Top 5 Ways IB Modules Empower Introducing Brokers
Introducing Brokers (IBs) portrays a crucial ident...
Leverate and Cloud Forex CRM: Setting New Standards in Client Lifecycle Management for Brokers
As always, the competitive landscape of the Forex ...
Customer Experience 2.0: Personalization in Forex CRM
For any Forex Brokerage, customer experience is a ...