CRM Setup & Integration Support
For Forex Brokers

Power up your operations with a Forex-ready CRM built for conversion, compliance, and client management. Automate onboarding, manage leads, and integrate with MT5 — all in one place.

CRM Setup & Integration Support for Forex Brokers

Streamline Your Brokerage with Smart, Scalable CRM Consulting

Power up your operations with a CRM strategy built for conversion, compliance, and client management. At Rotex IT Solutions EST, we help brokers choose, implement, and optimize CRM systems that integrate seamlessly with MT4/MT5 and support your global growth.

Why Your Forex Brokerage Needs a Purpose-Built CRM

A generic CRM may track leads — but it won’t run a brokerage. The forex industry moves fast and demands precision. Brokers need CRM systems tailored to onboarding, compliance, trading data, and affiliate management. That’s where Rotex comes in: we don’t build CRMs — we make them work for you.

Customized for Trading Workflows

We configure automation for client onboarding, KYC, account setup, and platform integration so you’re not juggling disconnected systems.

Built-in Compliance Tools

We help implement KYC/AML workflows, secure document handling, and regulatory checks directly into your CRM.

Integrated Trading Data

We connect your CRM with MT4/MT5 for real-time visibility of account activity, balances, and trade history.

Support for IB & Affiliate Programs

We set up complex referral trees, commission logic, and performance dashboards to scale your partner networks.

Key Features We Help You Implement

Every brokerage is different — your CRM should be too. Rotex helps you tailor and extend your system to match your strategy.

Trader Onboarding & KYC Automation

Streamline registration with smart forms, document uploads, and automated verification.

Lead & IB Management

Capture leads, assign them to sales teams, and monitor IB performance in one dashboard.

Full MT4/MT5 Integration

Sync trading accounts, balances, and transactions in real time — no manual exports needed.

Client Portal (Trader’s Room)

Offer a branded, user-friendly portal where traders manage accounts, deposits, withdrawals, and downloads.

Affiliate & Commission Management

Automate tracking of referrals, commissions, and payouts with real-time analytics.

Role-Based Access & Security

Control permissions across teams, partners, and admins to keep data safe.

White-Label Branding

Fully branded client portals under your identity.

Multi-Language Support

Serve global clients in their native language.

Multi-Level IB Structures

Configure flexible commission hierarchies.

Email & SMS Automation

Engage leads and clients with automated campaigns.

Custom Plugin Integration

Connect to 3rd-party tools or request bespoke add-ons.

Payment Gateway Support

Enable direct deposits and withdrawals within the CRM.

Trader Room Customization

Adapt dashboards and modules to fit your brokerage model.

Why Choose Rotex as Your CRM Partner?

There are many CRM vendors — but few partners who understand forex inside out. Rotex bridges the gap between technology and brokerage operations.

Forex-First Expertise

We specialize in FX operations, from KYC to analytics.

Real-Time MT4/MT5 Integration

We handle the technical syncing so you don’t have to.

Scalable Solutions

Whether you’re small or scaling globally, we configure CRM for growth.

Dedicated Setup & Support

From integration to optimization, we’re by your side.

Compliance-Ready

KYC, AML, GDPR — we ensure your CRM is always regulatory aligned.

Holistic Partner

CRM is one part of our turnkey consulting — we also support licensing, liquidity, payment gateways, and marketing.

What Makes Rotex Different?

If you’re comparing CRM support providers, here’s why brokers choose us:

Built by Brokerage Experts

Our team includes ex-brokerage operators and compliance specialists.

Flexible Yet Streamlined

We configure complex systems without bloating performance.

Transparent Service Model

Clear consulting fees, no hidden charges.

Performance-Optimized

We work with hosting partners to ensure speed and security.

Continuous Evolution

We update strategies as regulations, platforms, and market needs change.

Frequently Asked Questions

What is a Forex CRM service, and why is it different? +

Forex CRM services involve customizing and integrating CRMs to manage clients, affiliates, and compliance. Unlike generic CRMs, they sync trading activity and meet FX-specific needs.

Can Rotex integrate CRMs with MT5 and MT4? +

Yes — we specialize in real-time integrations with both platforms, covering accounts, trades, balances, and compliance data.

Do you support IB & affiliate programs? +

Absolutely. We configure multi-level structures, commission logic, and reporting.

Is white-labeling possible? +

Yes, we fully brand the CRM with your logo, colors, and domain.

Can you connect payment gateways? +

Yes, we integrate secure PSPs for deposits and withdrawals directly in the CRM.

How secure will my CRM be? +

We implement role-based access, encrypted APIs, and compliance modules to keep data safe.

Do you provide technical support? +

Yes — we offer 24/7 support and continuous optimization.

Can you add custom features? +

Yes — we tailor features and plugins based on your operations.

How do I get started? +

Click the “Book a Free Demo” button and our team will schedule a walkthrough within 24 hours.

Ready to Upgrade Your Forex CRM?

Let’s design a CRM strategy that works for your brokerage — not the other way around. Book a free demo today and see how Rotex makes it happen.