Choosing a forex CRM in 2026: a workflow comparison
Evaluate broker CRMs with a consistent demonstration of onboarding, payments, partner commissions, reporting and delivery scope.
Choose a CRM by the workflows it can demonstrate
The best CRM for a brokerage is the one that matches its onboarding, funding, partner and operating requirements at an understood cost. A vendor shortlist becomes useful when every demo covers the same examples.
Build a practical evaluation matrix
| Workflow | Evidence to request |
|---|---|
| Onboarding | Configurable questions, document review and completion state |
| Payments | A completed deposit, withdrawal approval and a refund example |
| Trading accounts | The broker's actual MT5, cTrader or other required platform flow |
| IB management | A multi-level commission calculation and partner report |
| Client service | Support tickets, staff notes and roles |
| Reporting | FTD, retention and revenue definitions behind the dashboard |
| Implementation | Exports, provider dependencies, testing and change window |
Use this matrix with BrokerTech, B2Core, Leverate, FXBO or any other shortlisted vendor. Mark a capability as demonstrated, included in the proposal or separately scoped. Product names alone do not prove equivalent behavior.
What to evaluate in BrokerTech
BrokerTech CRM connects onboarding, KYC, payments, client support and trading accounts. It supports MT5, cTrader and TradeHawk connectivity. Configurable financial questions and branded application PDFs help keep the account-opening record together.
Professional and Enterprise add copy trading, PAMM/MAM, the trading journal and advanced reporting. Enterprise includes the full IB system. Mobile CRM is a separate client account-management product. The behavioral AI digest and native TradeHawk mobile app have pilot scopes and should be discussed as such.
Match the price to the demonstration
| 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.
Ask each vendor for a current quote covering the demonstrated configuration. Review recurring charges, implementation, hosting, provider usage and support together.