Forex CRM Pricing

​Choose the plan that's right for you

Start Up

(1 - 500 Contacts / 2 CRM Users)

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Beginner

(1 - 1000 Contacts / 5 CRM Users)

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Most Popular

Expert

(Upto 5000 Contacts / 10 CRM Users)

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Yearly No Set-up
3000 USD UpFront"
No Set-up
6000 USD UpFront
No Set-up
12000 USD UpFront
Monthly 1000 USD One Time Set-up 250 USD Per Month
(To be paid quarterly USD 750)
1000 USD One Time Set-up 500 USD Per Month
(To be paid quarterly USD 1500)
2000 USD One Time Set-up 1000 USD Per Month
Add ONs (Third-Party)
SMTP add on inclusive* Upto 10000 Monthly Upto 20000 Monthly Upto 50000 Monthly
AWS DB server add on inclusive*
Website Forms Design & Integration 300 USD 300 USD 300 USD
Open Live Account Form
Open Demo Account Form
Contact Us Form
Support
FAQ
Portal Access
Premium Chat Support*
Training
Pre-Recorded Videos
Live Training 1 Session 2 Session 3 Session
CRM & Cabinet Features
Lead Management
Contact Management
KYC Management
Admin Dashboard
Notification Module
Reports
Live Account Management
Demo Account Management
Tasks, Activities, Comments & Notes
Campaigns (Email Marketing & Insights)
Multi-Currency*
Multi-Lingual*
PSPs Integrated* Upto 5 Upto 10 Upto 15
Advanced filters in each module
IB Module
IB Multi Level* Upto 3 Upto 5 Upto 10
CRM Users/ Team Members 2 5 10
Ticketing Module & FAQ
Tools
E-wallet
Platform Supported (MT4/MT5/Vertex) Any 1 Any 1 Any 2
Ad On Service
Trader's Room Mobile Application (Inclusive of Android and iOS) Set Up USD 1000 + Monthly USD 250 Set Up USD 1000 + Monthly USD 350 Set Up USD 1500 + Monthly USD 500
Additional Training* 100 USD Per Session 100 USD Per Session 100 USD Per Session

Frequently Asked Queries

Efficiently productize reliable paradigms before ubiquitous models. Continually utilize frictionless expertise whereas tactical relationships. Still, have questions? Contact us

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

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Let’s Connect

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.

Phone: +1 (669) 499-3709
Email: info@cloudforexcrm.com
Email: sales@cloudforexcrm.com