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Forex Broker CRM

Forex CRM

OpenForexBroker’s CRM ( Customer Relations Management) is designed exclusively for financial companies that are dedicated to the upscale level of customer experience. OpenForexBroker CRM is on-demand to provide custom Business Management software solutions for startup, midsize, and enterprise businesses.

Our CRM can be scoped and built in accordance with the business’s model and be optimized to meet the firm’s existing operational procedures. It can be easily integrated into MetaTrader4 and MetaTrader5 platforms. The interface offers user-friendly features and modern design to its users. At OpenForexBroker, we do not leave any room for unexpected costs and implementation latencies for customization and configuration.

Forex CRM Client Portal

The OpenForexBroker client area is a completely integrated, fully sensitive online solution that integrates with the OpenForexBroker CRM, your payment systems, and trading network and offers all the required resources for traders. This requires the freedom to open and handle several trading accounts to make immediate withdrawals, demands for withdrawal, and more. An integrated web solution, linking the site to the trader. It means that the consumers are able to access their accounts at any time and at any location, operating on both platforms. In creating and cementing the trust between you and your clients, a robust, flexible, and easy-to-use customer portal is important. Increase the lifespan of customers and give them a pleasurable experience from day one.

OpenForexBroker gathers all the business processes you need together with those needed by regulators and offers a safe portal in a structured format to accept customer requests, routing automatically to the right agency.

Key Features:

Forex CRM IB Portal

Conceived explicitly within the Forex industry, the IB ( Introducing Broker) Management System of Nullpoint enables you to monitor and automate the whole commission and rebate generation process. In addition, you can now build personalized multi-tier campaigns based on your unique requirements by leveraging state-of-the-art technologies specifically embedded in your trading environment. You can also deliver your own curated premium IB platform to your clients with real-time information on their referred customers and results.

Key Features:

Forex CRM Admin Panel

Like in every other business, it is difficult to run a forex broker. OpenForexBroker CRM admin panel allows brokers to perform day-to-day operating duties with speed and precision. As a broker, to give consumers the best experiences and versatile delivery, you need particularly rapid onboarding to be able to adapt quickly enough to the demand. Hence, it is important to find the optimum forex back office.

With OpenForexBroker, experience the power of the forex back office of our broker tools-a tailor-made account management platform based on forex emphasis. You get a stable and powerful framework to handle the info, KYC process, and trading platform setup of your customers with our solution for customer management. In-depth analysis and company intelligence are also open to you. This back-office solution fits well with our Trader’s Room and provides the right mix for you.

Key Features:

Key Features:

Forex CRM Affiliate System

Online brokers in Forex and CFD are gradually recognizing the need to work with affiliate partners. Both online brokers are in high demand for Forex affiliate partners and as such the brokers also go to great lengths to allow the affiliate to collaborate with them. This is why OpenForexBroker has developed a fully integrated affiliate network solution primarily tailored for the management of its affiliate partners by Forex and CFD brokers. The broker is willing to provide a special affiliate partner website that is completely incorporated into the affiliate network as a Forex and CFD broker and OpenForexBroker consumer. All the statistical details of his representatives, including impressions, clicks, leads, conversions, and so on, can be viewed by the affiliate. The affiliate will now be able to display its money received as a CPA, Pips earned, percentage, P&L, and hybrid valuation on a real-time basis.


Dynamic Reporting

Generate various valuable reports using the advanced configurable Reporting Tools provided. Use rich and fully customizable dashboards to visualize comparisons, manage risk and compliance, view patterns and trends in sales, as well as in marketing. Every report you will ever need can be accommodated within your OpenForexBroker Forex CRM.

Integration with MT4 / MT5 and Other Trading Platforms

Seamless two way integration with trading platforms, such as MT4 and MT5, in combination with the "single wallet" concept integrating a single customer profile with multiple trading platforms and multiple trading accounts. OpenForexBroker Forex CRM gives you full access to trading information such as consolidated customer balances, customer transactions and risk indicators. The system is integrated with other Trading Platforms, such as Trade Socio, Trade Smarter and Brokeree.

Lead Management and Automation

Increase sales, save time, and grow your business by improving prospect and customer experiences through all existing touch points of your business. Automate Lead Attribution with OpenForexBroker Sales Desk App

Customer / Account Management

Managing your customers becomes easier and more efficient than ever before. Keep your customers happy and loyal by maintaining top level support throughout your business.

Maintain Compliance

Control information flow and account opening procedures using advanced intelligent risk detection filtering tools. Control compliance documents uploaded from the Traders Room using Workflow Engine. Provide status reports, improve operations and organise information. Have it ready when required.

Marketing Automation

OpenForexBroker Marketing Automation Auto Responded module is configurable via a modern, user friendly control panel. Emails/SMS messages can be sent based on intelligent criteria. You will be able to set a combination of criteria for following up with your leads and customers in a modern, personalized, intelligent, targeted way.

Multi-Tier IB System

The OpenForexBroker IB System makes the management of IB simple and easy. It is a 3-M system: multi-tier, multi-campaign, multi-schemed. The system is assimilated to your business needs through your CRM, making it an easy-to-manage tool.

Information Security

Your customer information is your most valuable asset! You now have the option to keep critical customer data in a secure environment and with a trusted vendor within your premises or on our highest security hosted environment. Dynamic Works is certified with ISO9001 and ISO27001 for Information Security.

Auto KYC & AML

The AI-based verification services, allow you to fulfil your Automated KYC and AML compliance obligations. OpenForexBroker is embedded with a rich selection of approved automated Document, Name, ID, Address, Date of Birth, Face, and AML verification. Users can be verified within 30-60 seconds.

A single point from which the MetaTrader Server Group Settings are configured

Financial Institutions are now able to configure all their MetaTrader Server Group settings – keeping daily operations simple by consolidating the important parts of their business into one backend portal, OpenForexBroker. The smooth interaction between Group Management and Multi-tier Rebate Module leads to the ultimate flexibility and control over Account Opening and Multi-Tier Rebate structure.

Expandable and scalable CRM through the App Store

Dynamic Works has introduced a fully integrated and rich App Store. The App Store is powerful yet easy to use, providing the ability to the Broker to change or expand the entire system in no time.

MiFID II/MiFIR Reporting

With the increased obligations of the financial institutions set out by the Markets in Financial Instruments Directive (MiFID II) along with Markets in Financial Investments Regulation (MiFIR), OpenForexBroker offers MiFID II/MiFIR Reporting which covers many relevant requirements.

Meta Trader Terminal with possibly less than 1ms latency in a SaaS format

DGM RemAPP is a solution that delivers the MetaTrader Terminal in a SaaS format, with possibly less than 1ms latency; operable on iOS, Android, Linux, MAC and all browsers. Financial institutions can now monitor and manage their customers’ DGM RemAPP subscriptions through OpenForexBroker, reducing their administration costs.

Automated Sales Pool Channels – Automation and flexibility in client management

With the Sales Pool Module customers are automatically assigned to the various sales pools, streamlining the sales processes within the enterprise. The sales and retention pools are easily configurable.

Zendesk Tracking

OpenForexBroker is fully integrated with Zendesk, keeping all communication with potential and existing customers made through Zendesk Chat, consolidated into each customer’s record. The brokerage firm can analyse the history of communication with clients from all members of the team, be it by phone, chat, email and ticketing.


While the backend user’s eyes are not on the dashboard, push notifications bring backend users to action important client related pending tasks promptly, trimming down the wait time.

Campaign Module

Full monitoring of leads, conversions and metrics. Leads and Customers can sign up to Events or Webinars, through forms and APIs.


API is made available for “read/write” data to OpenForexBroker.