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Forex CRM Integrated with Client Portal

Our Client Office application (also known as Traders’ Room) is expanded with a CRM feature to help brokers manage all of their clients’ and IBs’ activities in one place.
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Key Features

Streamlines your onboarding

Our CRM is tailored for forex brokers, combining lead management, KYC tracking, IB commission monitoring, and multi-tier client segmentation in one system. It offers real-time status updates, automated notifications, and integration with trading platforms and payment gateways.
  • Streamline registration, KYC checks, and account creation with minimal manual input.
  • Track commissions, referrals, and multi-level structures with real-time reporting.
  • Send emails, alerts, and updates directly from the CRM to clients and partners.

Why Choose Our CRM Solutions for Forex Brokers

Our CRM is purpose-built for the needs of forex brokerages, offering seamless integration with MT4/MT5, real-time client tracking, and automated operational workflows. Unlike generic systems, our solution is designed around the daily processes of FX teams — from onboarding to retention — ensuring speed, compliance, and performance at every step.:
  • Built for FX – Tailored features for trader behavior, IB structures, and regulatory needs
  • End-to-End Automation – Automates KYC, deposits, account actions, and reporting
  • Customizable & Scalable – Adapts to your business size, branding, and workflow
  • Seamless Platform Integration – Syncs with trading platforms, PSPs, and marketing tools
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About us
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Gourd Brother Professional Limited is a software development and technology integration company and is not subject to financial regulatory oversight. It is not a brokerage firm, does not offer trading services, and does not hold or manage client funds. Gourd Brother Professional Limited does not provide financial, investment, exchange, or advisory services, nor does it engage in cryptocurrency trading. The content on this site is intended solely for informational purposes and does not constitute financial advice or consider any individual's financial goals or circumstances. Our services are not available to residents of jurisdictions where foreign exchange trading is restricted or prohibited. Use of the information on this website is at your own discretion and risk; we accept no liability for any losses or damages resulting from such use.

Gourd Brother Professional Limited is a company registered in RM 1552, 15F, Amiata Industrial Building, 58 Kei Muk Road, Kwai Chung, Hong Kong, with company number 72548155. The office address is 8-2609, Wuxi Fortune Center. Jinrong 3 Street, Taihu New City, Wuxi, Jiangsu, China.

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