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Best-in-class XCritical CRM is designed explicitly for the brokerage segment. It enables sales and retention teams to drive more revenue via numerous built-in features based on our 15+ years of brokerage business expertise.

The product allows users to determine the sales KPI and efficiency of each brand, project, team, or manager. CRM includes various financial analysis tools and an integrated risk management system.

The CRM forms reports for each client and provides control over withdrawals and deposit replenishment. CRM is configured using many parameters and integrated with the XCritical platform and popular trading platforms, MetaTrader4 and MetaTrader5. The product is easily scalable so that you can adjust it to the needs of any company.

Advantages of XCritical CRM:

  • On-premises installation
  • Smart duplicate accounts tracking system
  • High level of security: every interaction is logged and attributed to 2FA logins
  • VOIP click2call
  • Built-in ERP functionality
  • PCI DSS Certification Level 1
  • Integration with MT4/MT5/XCritical Trading Platforms
  • Multibrand structure
  • Multi-hierarchy organization structures support
  • Notification system
  • Ability to create trading accounts with any base currency
  • Scalability
  • Supports various business models and organizational structures

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CRM XCritical: customer service automation

Third section

On-premises installation

XCritical CRM supports on-premises access to computing resources. The platform can be installed on your servers, which increases data security and gives the broker full control over the software.

Smart duplicate accounts tracking system

The system tracks duplicate accounts by monitoring various features: e-mail, name, phone number, etc. With its help, you can quickly check each lead's uniqueness, significantly reducing marketing costs.

Integration with MT4/MT5/XCritical trading platform

CRM works in complete synchronization with the MetaTrader4, MetaTrader5, and XCritical platforms. All data is updated in real-time, enhancing control and ensuring fast analytics.

Built-in ERP functionality

CRM has an ERP system, which fully supports marketing, compliance, sales, dealing, and business process management. The product facilitates interaction between different units of the company, increasing the manageability and productivity of the broker.

Processing in PCI DSS

CRM maintains the highest security standard for payment card processing — PCI DSS Level 1. It is used to identify sellers of goods and services who process more than 6 million transactions annually.

The certificate makes it easier to replenish deposits, allowing you to save basic information about customers' payment cards. To deposit funds into the account, you must undergo security checks: enter the CVV code and 3D secure one-time password. This option allows brokers to increase the number of deposits by 15-25%.

Notification system

CRM simplifies the processing of information. The option to receive notifications of customer actions helps managers react promptly in any situation. Because of this, it is possible to increase the efficiency of the whole department significantly. The platform also supports sending notifications to clients via SMS, e-mail, or directly to the trading terminal.

Multiple accounts per client

CRM supports opening multiple accounts per client in different base currencies, a convenient option for users who want to diversify their risks. For each account, a trader can use different strategies or use any type of financial instrument. This makes cooperation with brokers flexible and comfortable.


XCritical CRM is easy to scale. The system can be adjusted to suit any business structure, even if unconventional. The product is adapted for the White Label model. It allows you to effectively establish cooperation with partners, provide customer support, and use all the advantages of a cloud service to form unified reporting and analytics. CRM facilitates control over business conduct and simplifies the implementation of the selected business strategy.

High level of security

One of the main advantages of XCritical CRM is its flexibility in setting security parameters. It is possible to assign different access rights to partners, internal company departments, and individual employees while maintaining complete confidentiality of personal client data. Staff access to information can be easily restricted, including through two-factor authentication. Every interaction with the system is logged.

Multibrand structure

XCritical CRM is a flexible product to manage multiple brands, which supports work on the desk/brand/locale model. It simplifies information accounting, processing, and analysis, with product functionality that allows brokers to develop several brands simultaneously while providing full control over all processes.

Support for various business models

The system allows brokers to work on different brokerage business models, with the CRM adapted for Forex. The same CRM can also use it to manage and promote cryptocurrency exchanges, exchangers, and other financial services.

VOIP click2call

The VOIP-telephony module provides a reliable connection that improves the quality of communication and its efficiency. Broker managers can communicate with leads on time, which significantly increases conversion, and the VOIP click2call module also enhances the quality of customer support by, for example, preventing margin calls. The proprietary developed mobile trading applications, at the same time, are also improved by the WebRTC calls feature, giving the ability to reach clients, saving expenses on VOIP.

XCritical CRM increases deposit conversion by an average of 65%. Conversion increase

XCritical CRM is a powerful tool for increasing sales and stimulating subsequent deposit replenishment by providing you with full access to all pertinent personal, marketing, and sales data. Call customers directly from the CRM with VOIP and record the entire history of company and client interactions. Keep track of customers currently on the website, or those who had just visited the deposit replenishment page. Call them at the exact right moment!

XCritical CRM increases deposit conversion by an average of 65%. Ad optimization

XCritical CRM provides advanced customer acquisition capabilities. You can enhance your advertising effectiveness by automatically assigning statuses, selecting different advertising channels, and taking advantage of pre-designed landing pages.

XCritical CRM increases deposit conversion by an average of 65%. Workflow optimization

XCritical CRM gives your staff flexible access to the system. Any employee (or a group of employees) may be assigned a ‘position’ according to the functions they perform. For instance, a sales manager, group leader, customer retention manager, etc. Access to information is then determined by the assigned position. XCritical CRM ensures that sensitive data is secure without impeding workflow efficiency, by allowing your staff to share tasks and responsibilities.

Boost your results with the XCritical CRM

Nearly 50% of teams improved their performance after using a Forex CRM system. The software helps various departments in multiple ways. For instance, the sales department could quickly get all the required information about leads to turn them into a customer. Support specialists also benefit from being connected to the platform.

You will also be able to analyze all the data available to understand how traders interact with your ads, promotions, sales, and applications. It’s all stored in one place, simplifying access for every member of the team. As a result, everyone saves time and focuses on more important tasks. Cost reduction is the major benefit you’ll get. XCritical’s Forex CRM software is available at reasonable rates and provides all necessary features in one place. Your sales and customer support departments will get to a whole new level, speeding up processes and helping traders with their needs. Besides, your client data will be stored without duplicates and errors.

Control all processes

XCritical’s CRM for Forex brokers brings in maximum transparency, meaning that you will control all the processes occurring at each department. Managing permissions and access levels is a matter of several clicks – it’s much better than sending separate files to every team member. As the business owner, you will clearly see the work every department does. There will be no need to distract employees by making them fill out sheets and reports. Our Forex CRM system provides all necessary data in one place. It’s definitely an analyst’s dream!

A sales team will be able to control lead status, increasing the efficiency of their work. The marketing team gets insights into conversion rates, understanding when to apply new strategies. Also, the support team will have all the necessary info to provide maximum assistance to your clients. Everyone benefits from this win-win software.

4 steps to get your own forex CRM

Follow these four steps to get the best Forex solution for your business. It’s very simple!

At the very bottom of this page, there is a contact form. Fill it out and leave a message so we can get in touch with you using any convenient option. It takes 24-48 hours to process your request.
Now that we’ve discussed your request, it is time to build CRM software that would meet all your needs. Nothing excess, only all must-have features used by your teams. XCritical’s manager will help you choose the right options to get a cost-friendly and efficient system.
After completing the customization process, our team will install the Forex CRM system. We integrate every component of your brokerage services so that you wouldn’t have to deal with it yourself. You can be sure that everything works as intended.
Finally, the CRM solution is ready to use! All that is left is to teach your specialists to work with this software. We shall demonstrate the navigation and every feature so your team can use the platform confidently.


  • How can a Forex CRM help my business?

    About 91% of companies use CRM software. XCritical’s solution helps different departments communicate, simplifies the work process, and speeds up routine actions. It’s especially noticeable when working with sales and support.

  • Can I work without a CRM platform?

    Yes, you can. However, you will lose a lot of time and resources trying to do so. Your teams won’t be able to handle all the customers unless they use software of this kind. A CRM solution will help them track progress and work much faster.

  • Is using a CRM safe?

    Yes, XCritical is a Forex CRM provider that applies the newest security technologies in all software. It is guaranteed that there will be no data leaks, hacks, or any other similar issues as long as you use our solutions.

  • Can you integrate your CRM with my platform?

    Of course! XCritical’s CRM can be integrated with a wide variety of trading platforms, including MT4 and many others. If you’ve got a custom platform, we shall do our best to make the integration process fast and smooth.

  • How much does a Forex CRM cost?

    The final price is calculated after discussing all the details with the client. Giving rough estimates is possible, but these prices won’t be correct. Every payment is calculated individually based on the required features, services, and task complexity.

See our products in action

We’d love to hear from you! Whether you’re curious about XCritical features or would like to see a demo — we are here to answer all your questions.

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