Cloud Forex CRM

 A PHEASANTECH product, developed in 2016 to provide forex brokers & traders with a completely reliable solution that looks after the confidential information in a very organized way. The product was launched with an aim to provide a solution to startups & established brokerage firms.

The FxCRM has a built-in structure to track all your trader's data (deposits, withdrawals, money transfers, etc). The multi-level IB system is aimed at focusing the maximum no. of traders forming the hierarchy.

Trader's Room is a solution that is integrated with the MT4/MT5 platform. It’s basically a profile access given to every trader so they can easily operate. It provides all the necessary tools which traders need to manage their money transfers, deposits, affiliate system, etc.

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Types of FOREX CRM We Offer

There are variants, Cloud Forex CRM and self hosted CRM.

  • Cloud Forex CRM

    Cloud FxCRM is hosted on our server, providing the client with the front end. This model aims at serving all kinds of brokerages (startups to established) with its various packages. The cloud server is secured with the encrypted algorithm.

  • Self Hosted CRM

    Self hosted FxCRM is hosted on the client’s server along with the backend. The self hosted Forex CRM came into existence after the client wanted to have their database on their own server which makes it more secure.


Features of Cloud Forex CRM

Want to know more about our FxCRM features?

Client Management

The Trader management system is efficiently designed with great flexibility. Through this Trader management system, the traders can easily post their queries and other necessary information on the portal. Every trader has unique portal access which is linked with the trading account. The traders can also directly upload important documents like Identification proof and Residential proof.

Client Management

Support Management

To maintain the support system efficiently, the ticketing system options are provided in the FxCRM panel. With the help of the ticketing system, every query of the clients will be registered automatically on the server.

For the compatibility, it is also feasible to modify the structure of the ticketing system. Apart from the ticketing system, it is also feasible to change the front website settings. Thus, with the help of our support management system, it is easy to provide the best support to your traders.

Sales Management

In the Forex and Binary industries, it is very important to focus on the sales strategies. If proper plans are not maintained, then it is hard to achieve the sales target. To enhance the sales, the CRM system is designed with necessary features.

You can simply manage all the information regarding the marketing campaigns on the CRM platform with reminder facilities. Even Auto Email features are also efficiently added in our platform. With Cloud Forex CRM, it is easy to send emails to your clients, partners, and your teammates.

Task Management

It is very important to track the working status of the staff. To ensure the completion of each assigned work, proper reminders and mail system are also provided in the panel. The task management system in Cloud Forex CRM also includes a security check, which restricts the internal access without prior security permissions.

MT4/ MT5 Sync

To ensure proper details of the transaction and trading, all the data are synced with the MT4/MT5 account. Clients can easily manage their funds in their MT4/MT5 account. Also, multiple levels IB affiliate system can be easily maintained in the panel as per the requirements.

MT4 - MT5 Sync

Supports Both Platforms

Deploy your own brokerage mobile App on both the platforms IOS as well as Android.

Robust Account Management

Robust Account Management

Active traders can use the Mobile app to monitor their positions, orders, accounts, and to modify trading orders through their smartphones.



Your General Reports, as well as Your IB Reports, will be easily downloaded in your Mobile App in form of CSV or Excel.



Not only our FxCRM & Trader's Room is multilingual but also our Trader's Room Mobile Application supports multi-language.

One Click Payment

One-Click Payment

Fund your account using a credit card, PayPal or bank transfer. So, you can use different payment gateways integrated with your system.

Go Deskless

Supports Both Platforms

Deploy your own brokerage mobile App on both the platforms IOS as well as Android.

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