B2Core alternative: compare CRM scope and pricing
Compare your B2Core proposal with BrokerTech CRM, IB and mobile pricing. Review integrations, support and a scoped migration plan.
Compare B2Core and BrokerTech around your operation
Start with your renewal schedule and the modules your team actually uses. Separate CRM, partner management, platform connections and any linked provider services so the target configuration is clear.
Compare the current written proposals for the same client count, partner depth, platform connections, PSPs, support coverage and deployment scope. Ask each vendor to separate recurring subscriptions, usage charges, implementation and third-party costs. Contract terms and delivered scope belong alongside the price.
BrokerTech pricing is published below. The competing proposal supplies the other side of the comparison; a universal saving percentage would not describe your operation.
BrokerTech pricing and product scope
| Product | Published monthly price | Scope |
|---|---|---|
| Starter CRM | $3,000 | Up to 1,000 clients; core CRM, portal, KYC and reporting |
| Professional CRM | $5,000 | Up to 10,000 clients; copy trading, PAMM/MAM, journal, advanced analytics and 3 PSP integrations |
| Enterprise CRM | $7,500 | Unlimited clients; Professional capabilities and the full IB system |
| IB Basic / Advanced / Enterprise | $1,000 / $1,500 / $2,000 | Separate IB purchase or an add-on to a CRM plan without IB |
| Mobile CRM | $600 | Branded client account-management app |
Enterprise CRM includes the IB system, including its 6x6 matrix. Count it once when building your budget. Additional products, custom work, hosting and third-party charges are itemized in the proposal.
Standard CRM setup is included. CRM billing is month-to-month, with notice and support terms recorded in the agreement. Revenue-share alternatives are published on the pricing page.
Bring these workflows to the demo
| Workflow | What to demonstrate |
|---|---|
| Onboarding | Required and optional questions, conditional financial fields, KYC and application PDFs |
| Payments | Your enabled providers, deposit status, withdrawal review and refund handling |
| Platforms | Your MT5, cTrader or TradeHawk account creation, linking and funding flow |
| Partners | Hierarchy, commission matrix, reports and the payout approval process |
| Operations | Client tickets, staff roles, retention metrics and email templates |
The CRM, IB and mobile plans have different inclusions. We map your requirements to a named plan and identify any custom integration or configuration work. Copy trading, PAMM/MAM and the journal are Professional and Enterprise CRM capabilities. Mobile CRM is a separate add-on; TradeHawk native mobile remains a separate internal pilot.
Plan the transition
The assessment is free. CRM data migration is flat-priced and capped at $4,000; IB data migration is capped at $3,000. Moving both receives one combined quote based on data complexity. Trading-platform, plugin and mobile work is assessed separately.
We map the source records, import into a separate environment, reconcile balances and partner totals, then test the connected workflows. Your team signs off the scope and change window. For a CRM-only move, trading can remain on the existing platform; the plan separately identifies any temporary restrictions on CRM access, wallet transfers or payments.
Make the decision with comparable information
Bring the B2Core proposal, a list of required modules and a sample export format to a demo. We will walk through the relevant product workflows and prepare the BrokerTech scope. Use the pricing methodology for the cost comparison and the migration guide for the delivery review.