Connecting Every Piece – The Complete Forex CRM Integration Checklist
Before your Forex CRM goes live, our integration team gathers key details about your company, brand assets, platforms, PSPs, and infrastructure. This guide explains every item we need to configure your CRM environment properly.
Setting up a Forex CRM integration begins with understanding your business identity, infrastructure, and trading environment. Each detail you provide allows our team to tailor your CRM deployment — from branding and data location to trading platform access and workflow automation.
Below is the information checklist required to complete your integration process with Kenmore Design.
We recommend using Cloudflare for improved performance and protection. It accelerates access for globally distributed clients and mitigates DDoS attacks.
If you have regulatory hosting requirements, such as keeping client data in England or New Zealand, please specify.
Provide your Trading Platform Manager credentials
These details allow us to connect your Trading Platform to the CRM. Permissions guide here.
A functioning company mailbox is required for system notifications (e.g., withdrawal confirmations, password resets).
Example: [email protected]
If not yet set up, we recommend Google Workspace or Zoho Mail for reliability.
Your Trader’s Room integrates directly with your website via Live, Demo, and Contact signup forms.
You can link or embed the forms yourself using the provided code, or we can assist if you share:
Choose whether your system will automatically approve or require Admin approval for selected events (e.g. new live accounts, demo accounts, deposits, withdrawals, transfers). This can be easily adjusted later.
The final stage of your setup is enabling payment systems — allowing your brokerage to accept deposits and, where applicable, process withdrawals. With a wide range of PSPs available, you can choose the option that best fits your business model. Kenmore Design’s built-in Payment System Aggregator offers quick access to multiple providers, or you can integrate any preferred third-party PSP.
Learn more about Forex Payment Solutions here.
The Forex CRM system by Kenmore Design is built for brokerages of any size — connecting traders, partners, and payments into one intelligent operational hub. More than just client management, it integrates onboarding, KYC, trading platforms, and real-time reporting to streamline every stage of your brokerage’s workflow. Discover how our Forex Solutions suite empowers you to launch, manage, and scale your brokerage with clarity and control.
Our onboarding team will guide you through each step — from logo assets and domain setup to trading platform connectivity and registration form embedding.
📩 Contact Kenmore Design to begin your integration process today.
