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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.

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Powerful Features of the Mobile App

  • Manage Clients
  • One-click Payments
  • Account Management
  • Multilingual Support
  • Access Reports
  • Manageable IB Account

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Unleash the Power of Trader's Cabinet Today!

Our user-friendly trader's cabinet offers seamless integration and enhanced functionality for forex traders.

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Robust Features of Trader’s Cabinet

  • Account Management
  • Payment Processing
  • Trading History
  • KYC Verification
  • Reporting Dashboard
  • Multilingual Support

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3rd Party Integration

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Elevate your business with seamless integration: our CRM integrates with popular third-party forex tools and platforms for maximum efficiency.

Clients From Across The Globe Love Cloud Forex CRM!

See why brokers rave about our comprehensive Forex CRM solution

Frequently 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.

Looking for a robust Forex CRM?

We seamlessly integrate any third-party APIs, our system to any platform and of course deploy it to your own server for a more secure effect.

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