FOR THOSE LOOKING TO START A NEW BROKERAGE
or take existing business to the next level.
Designed for brokerages of any size, our Forex CRM system connects traders, partners, and payments into one operational hub.
Explore how a set of modern Forex Solutions powers onboarding, KYC, trading integrations, and real-time reporting.
A modern Forex CRM System doesn’t just store client data — it connects every stage of your brokerage’s workflow into one intelligent process. From a trader’s first click to their first funded trade, each module communicates in real time, eliminating delays and keeping your team fully informed.
Visitors register directly through your branded Trader’s Room or website form. Every lead is stored in the CRM instantly, tagged by campaign, and assigned to a sales agent for follow-up. No more spreadsheet imports or missed opportunities — every signup is visible and trackable from the first second.
Approved clients can deposit through integrated PSPs or crypto gateways. The Forex CRM routes payments dynamically, applying the right PSP based on country, currency, or limit. Deposits are instantly reflected in trading accounts — reducing manual reconciliation and ensuring faster activations.
Multi-level IBs and MAM/PAMM systems operate in parallel — rewarding partners instantly and showing profit allocations in real time. Your network grows organically through transparency and trust.
Once the trader uploads documents, your compliance team receives automated alerts. The system supports document review queues, automated sanctions checks, and PEP screenings. Status changes trigger automatic notifications, helping you onboard verified clients in minutes instead of hours.
Once funded, the CRM syncs all trading activity from MT4, MT5, cTrader, or DXtrade via JSON APIs. Account creation, group assignments, and balance updates happen automatically. Managers can monitor exposure, client volume, and profitability directly from the CRM dashboard.
Lifecycle emails, campaign tracking, retention triggers, and visual performance dashboards keep your marketing and operations unified. Each event — from signup to payout — is logged, analyzed, and ready for reporting.
Your brokerage gains a self-operating engine: leads convert faster, KYC friction drops, deposits accelerate, and retention improves. Staff spend less time on repetitive tasks and more time nurturing high-value traders.
That’s the real value of Kenmore Design’s Forex CRM System — transforming every step of your brokerage workflow into a growth-driven, automated experience.
Every brokerage, from startup to enterprise, needs a foundation that keeps traders, partners, and payments connected. Our Forex CRM delivers that foundation through a flexible architecture built around Interfaces, Integrations, and Automation.
Instead of juggling spreadsheets, PSP dashboards, and platform admin panels, brokers gain a single environment where every client interaction, KYC check, deposit, and trade is synchronized automatically. The result: faster onboarding, fewer human errors, and teams that focus on growth instead of manual operations.
Our JSON API and webhook system allow you to integrate the Forex CRM into your entire tech stack — from websites and KYC providers to payment gateways and business intelligence tools. Automate every step, from registration to payouts, and turn your CRM into the operational engine that scales your brokerage effortlessly.
Choosing a robust Forex CRM isn’t just about software — it’s about enabling more signups, simplifying office roles, and creating a brokerage that runs on automation instead of manual work.
With Kenmore Design’s system, your sales, compliance, and support teams collaborate in real time, your data stays synchronized across platforms, and your brokerage operates at peak efficiency — ready to grow without limits.
The Forex CRM Integration Guide explains how to connect your CRM with MT4, MT5, cTrader, DXtrade, and major PSPs — creating a unified workflow between client onboarding, trading accounts, and payments.
White-Label Forex CRM empowers brokers to launch under their own brand while relying on Kenmore Design’s infrastructure — including client onboarding, KYC, IB tracking, and integrated trading platform connectivity.
Forex CRM API Documentation provides developers with ready-to-use JSON and other endpoints for user registration, balance sync, and trading data exchange — ensuring your CRM communicates effectively with MT4, MT5, and external systems.
The Forex CRM Pricing Guide outlines transparent subscription models, setup options, and add-ons pricing models.
Forex CRM Download & Desktop Access provides brokers with a secure Windows and macOS client for managing leads, traders, and reports — even when offline. Perfect for enterprise teams seeking reliable access and data privacy.
Find answers to the most common questions about Forex CRM — from integration steps and IB management to data security, KYC automation, and trader onboarding. Learn how Kenmore Design’s CRM supports brokers of every size.
The Forex CRM ecosystem is part of Kenmore Design’s broader Forex Solutions suite — connecting broker CRM, trader portals, KYC modules, payment integrations, and web design into one efficient infrastructure for launching and scaling FX brokerages.
Have questions about modules, integrations, or data migration? Our team will review your brokerage setup and show how Kenmore Design’s Forex CRM can optimize onboarding, KYC, payments, and partner management.
Contact us for a personalized consultation and guided walkthrough of your CRM configuration.
