Leads that assign themselves
Round robin, weighted or fewest open leads. Duplicate checks, follow-ups, tags and a full activity timeline for every lead.
FxOpsPro CRM
Built for the daily work of a broker
Clients, leads, IBs, payments and MT5 in one workspace. Every broker runs on a private site, database and domain. This CRM is part of the FXOps Pro stack.
- Clients
- Leads
- Wallets
- Trading accounts
- KYC documents
- Referral network
- Symbol rates
- Trade report
- Account ledger
- Internal transfers
- Cashback
- Commission rebate
- Monthly incentive
- Payment gateways
- Email templates
- Tickets
- Ask AI
- Activity logs
Core CRM
Leads, wallets, trade and support in one system
Sales, back office, dealing and support share one system, each with the access their role needs.
Live MT5 connection
Open accounts, move balances and sync trades through the MT5 Web API. Every 5 minutes, or when you ask.
- AccountsOpen and update MT5 logins
- BalancesDeposits and withdrawals on MT5
- DealsClosed trades for reports and IBs
- LeverageChange it per account
IB commission on autopilot
Per-symbol rates, multi-level shares and client rebates, paid to wallets after each sync.
Payment gateways ready
CoinPayments, Network International, Cregis, ePay, bank and cash cards. Turn on the ones you use.
KYC review in one place
Upload, review and approve documents. The client gets the result by email.
See every referral tree
Levels, deposits and commission across the whole IB network. Start the tree from any IB and go as deep as you need.
Money movement
Money takes the same safe path every time
Deposits, withdrawals and transfers move only through one ledger, with checks, holds and approvals.
Request
The CRM checks KYC, limits and open requests before it saves anything.
Hold
The amount and fee are held in the wallet. A balance can never go below zero.
Approve
Finance approves it, or your auto-approval rules do.
Settle
Wallet and MT5 change in one step. If MT5 fails, nothing is left half done.
Ask your data in plain words
“Which IBs brought the most deposits this year?” Ask AI writes the query, shows the result and explains the answer.
- Shows every query it runs, with the rows it read.
- Never sees passwords, 2FA keys or MT5 secrets.
- Read-only, with a 5 second limit on each query.
Each broker's data stays separate
The CRM isolates every site at the database level and logs what every staff member does.
A database per site
No shared tables between brokers.
Encrypted secrets
Database URLs, MT5 and gateway keys use AES-256-GCM.
Two-factor sign-in
Authenticator apps for every staff account.
Roles and permissions
View, create, edit and delete rights per module.
Full audit trail
Activity, sign-in and email logs you can export.
Read-only AI
One SELECT at a time, with a timeout and no secrets.
Getting started
From contract to first client in a day
Tell us about your brokerage. We set up a demo site, connect a test MT5 server and walk your team through it.
Add a site
Pick a subdomain or bring your own domain. The CRM creates a private database for it.
Connect MT5
Enter the manager login of your MT5 server and test the connection in one click.
Invite your team
Create roles with exact permissions, import your clients and leads, and start working.
See the CRM with your own setup
We reply within one business day.