One CRM for capture, conversion, retention and email.
17 modules built for forex brokers, prop firms and financial marketing teams — all in the same workspace, all sharing the same lead record.
Get every lead in fast and to the right agent.
Every lead source, one live inbox.
Web forms, Facebook Lead Ads, landing pages, imports and API — in the pipeline within seconds.
Route by country, language and team — automatically.
Rules, round-robin and manager queues put every lead in front of an agent who speaks their language.
A pipeline your sales floor actually uses.
Kanban pipeline, custom statuses, tasks, reminders and saved views for every desk.
Email, WhatsApp and calls — all logged against the lead.
Campaigns and automation journeys, inside your CRM.
Visual journey builder, A/B tests, WhatsApp steps, deposit goals and full analytics.
WhatsApp conversations, logged against every lead.
Meta Cloud API, Gallabox and MENAGroup — one unified inbox with templates and read receipts.
Click-to-call, screen-pop and call analytics with 3CX.
Every call is journaled to the lead and every rep is measured on call discipline.
Track deposits, retention, partners and invoices.
From first deposit to lifetime value.
A deposit pipeline for FTDs and a retention desk for re-deposits and win-backs.
Run IBs and affiliates without spreadsheets.
Per-lot IB commissions, CPA affiliate rewards and a self-service partner portal.
Send invoices and get paid online.
Branded invoices with online card payment links and full payment history.
Know what works, from ad click to first deposit.
Tell Meta which leads actually deposit.
Server-side Lead, QualifiedLead, ConvertedLead and Purchase events — for better ad optimisation.
Every KPI your managers need — and a Monday email.
Live dashboards, regional reports, rep scorecards and automatic weekly digests.
Launch campaign pages in minutes.
Landing page builder with AI copy, hosted forms and your own custom domain.
An AI co-pilot for your sales floor.
Ask questions about your leads and pipeline, draft messages and write landing-page copy.
Roles, compliance and security built for regulated brokers.
KYC built into the client record.
Proof of identity and address uploads, approval workflow and dedicated compliance roles.
Granular roles and enterprise-grade security.
Admins, regional sub-admins, managers, sales, compliance, support and email marketers — with MFA and alerts.
Connects to the tools you already run.
Marketplace with Meta, WhatsApp, 3CX, Zoom, Zapier, Resend and a full REST API.
Your brand, your workspace.
Custom branding, workspace settings, onboarding emails and multi-brand setups.
See every module in a 30-minute walkthrough.
We'll set it up around your desks, regions and lead sources.