Purpose-built for regulated brokerages

A CRM Built for Forex Brokers — Not Adapted to Them

Most CRMs are retrofitted for brokerages. CRM Central was built from day one for onboarding, trading, compliance, and partner operations - with reconciliation and AML built in.

Explore the Platform
Live in ~2 weeks Compliance included No per-module fees
Clients
MT4 / MT5
Payment Providers
KYC / e-KYC
Partners / IBs

CRM

Central

Back Office
Client Area
Copy Trading
Compliance Tools
Partner Area
Ticketing
Onboard
Manage
Comply

One platform for every brokerage operation

Kama
Globicap
Future Solutions
RawForex
Kama
Globicap
Future Solutions
RawForex
Kama
Globicap
Future Solutions
RawForex
Kama
Globicap
Future Solutions
RawForex
Kama
Globicap
Future Solutions
RawForex
Kama
Globicap
Future Solutions
RawForex
Mobile App

Manage Your Brokerage On The Go

The CRM Central mobile app gives your clients a full-featured portal — account management, deposits, withdrawals, IB tracking, and more.

CRM Central mobile app — Dashboard
Dashboard
CRM Central mobile app — Accounts
Accounts
CRM Central mobile app — IB Portal
IB Portal
Get it onGoogle Play
Account Management Deposits & Withdrawals IB Tracking Real-time Notifications
Deep Dive

Everything Your Brokerage Needs — Nothing It Doesn't

Click through the core modules to see what each one brings to your brokerage.

Back Office

Your brokerage’s operational core - from KYC to trading and compliance. Manage client onboarding, accounts, transactions, and monitoring in one unified system, with role-based access for every team. No silos, no duplication - just seamless operations.

Learn More
Client Profile Management — full control over documents, contacts, and transaction records
Automated Onboarding and Compliance with KYC document tracking
Ticketing system integrated directly into the CRM
Migration-ready APIs — import client data, documents, trading accounts, and activity history from legacy CRMs
Real-time analytics and reporting dashboards
Implementation

Live in Weeks, Not Months

Most CRM migrations drag on for months. Ours is designed to get your brokerage operational quickly, with minimal disruption to your team.

01

Discovery Call

We review your current setup, trading platforms, PSPs, and compliance requirements. No generic sales pitch — just a technical conversation about your infrastructure.

Day 1
02

Configuration & Migration

We connect your trading platforms , configure payment providers, set up KYC workflows, and migrate existing client data. Your team stays involved at every checkpoint.

Week 1–2
03

Go Live & Support

Launch with dedicated onboarding support. Your operations team gets hands-on training, and our support team stays available 24/7 during the transition period.

Week 2–3
What Brokers Say

Trusted by Regulated Brokerages

“Moving to CRM Central was one of the smoothest transitions we have been through. The team migrated our entire client database, IB structures, and MT5 integrations without a single hour of downtime. Our operations team was fully autonomous on the platform within the first week.”
Imad MortadaInformation Technology Manager, KAMA Capital
Case Study

Zero-Downtime Migration from Legacy CRM Infrastructure

A regulated brokerage needed to move off an aging, fragmented CRM without disrupting live trading operations or client access. The CRM Central team completed the full migration in under three weeks — with zero downtime and zero client impact.

What Was Migrated

  • Complete client database — profiles, documents, and KYC questionnaires
  • Full IB hierarchy — partner structures, deal rebates, and commission plans
  • e-KYC verification data and compliance history
  • Activity logs, internal comments, and audit trail
  • MT5 credentials and client portal login passwords — fully restored

How It Was Done

  • Custom API connectors built to extract data from the legacy CRM database
  • Pre-built migration APIs that handle 90% of generic legacy CRM database structures
  • Data validation at every checkpoint — client records, IB trees, financial data
  • Parallel running period to verify accuracy before cutover
  • Live operations continued throughout — no maintenance windows, no client-facing disruption
0Hours of Downtime
100%Data Integrity
<3 WeeksFull Migration
90%Legacy CRM Compatibility

See how CRM Central handles your brokerage workflows.

Book a 30-minute walkthrough - No Obligations!

Request a Demo