Forex CRM
A single source of truth for every lead, client and account. Pipelines, tasks, automations and client timelines for sales and retention teams.
- Lead capture & distribution
- Retention journeys & tasks
- Email, SMS and call logging
Forex CRMTrader's RoomIB & Partner ProgramKYC & CompliancePayments & WalletsRisk & DealingReporting & BIMulti-languageMulti-currencyAPI-first
01 / Our expression
One platform for the whole brokerage.
- Intelligent in its structure.
- Human in its language.
- Confident in every detail.
02 / Platform
Every layer of the brokerage, in one stack.
Each module your sales, dealing, finance and compliance teams need: connected, branded and reporting into the same place.
Trader's Room
A branded client portal for registration, deposits, withdrawals, account management and documents, on web and mobile.
IB & Partner Program
Multi-level IB structures, rebates, commissions, referral links and partner dashboards that settle automatically.
Trading platform connectivity
Bridges to the trading platforms your desk runs: account creation, balance operations, real-time trade data and reporting.
Payments & wallets
PSP integrations, multi-currency wallets, internal transfers and configurable deposit and withdrawal workflows.
Compliance & KYC
Document collection, verification providers, risk scoring and audit trails for your regulators and your ops team.
Back office, risk & reporting
Dealing desk tools, exposure monitoring, bonus engines and real-time BI across sales, finance and dealing, from the same login.
Open API
REST APIs and webhooks so your own apps, bots and partners plug straight into the platform.
03 / How it works
From first lead to funded trade.
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01
Onboard
Capture leads from your site, ads and partners. Automated KYC, e-signatures and welcome journeys turn applications into verified clients.
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02
Fund
Clients deposit through your connected PSPs into multi-currency wallets, with approval rules and alerts your finance team controls.
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03
Trade
Trading accounts are created on your platforms. Balances, trades and margin stream back into the CRM in real time.
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04
Scale
IB structures, bonus engines, retention automations and BI dashboards grow with every new region, brand and desk.
04 / Spec sheet
Platform specs.
The detail, laid out clearly.
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Deployment
Cloud-hosted or dedicated environment
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Trading platforms
Connectivity for leading Forex & CFD platforms
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Client portal
White-label Trader's Room, mobile-ready
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Partners
Multi-level IB, rebates, referral tracking
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Payments
PSP & crypto gateways, multi-currency wallets
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Compliance
KYC/AML workflows, document vault, audit logs
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Security
Role-based access, 2FA, encrypted data, activity logs
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Localisation
Multi-language, multi-currency, multi-entity
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Integrations
REST API, webhooks, email, SMS & telephony
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Support
Dedicated onboarding & technical support
Specifications are representative. The exact scope for your brokerage is confirmed during your demo.
05 / Book a demo
See PAPERBOT around your brokerage.
Tell us about your desk and we'll walk you through the CRM, Trader's Room, partner engine and integrations that fit your stack.
- 30-minute guided walkthrough
- Tailored to your platforms and regions
- Migration and go-live plan included
06 / FAQ
Questions, answered.
Still curious? Book a demo and ask us anything.
Is PAPERBOT a white-label solution?
Yes. The Trader's Room, client portal, emails and documents carry your brand, your domain and your languages. Your clients only ever see your brokerage.
Which trading platforms do you connect to?
PAPERBOT is built to connect with the leading Forex and CFD trading platforms. Tell us your stack during the demo and we'll confirm the exact bridges and sync options you need.
Can we migrate from our current CRM?
Yes. We map and import your clients, accounts, partners and history, and can run both systems in parallel until you're ready to cut over.
How long does onboarding take?
It depends on the integrations, branding and data-migration scope you choose. We'll map out a go-live plan for your brokerage during the demo.
Is the platform secure and compliant?
Role-based access, two-factor authentication, encrypted data and full audit trails are standard. KYC/AML workflows are configurable to your regulators' requirements.
Do you support multiple brands or regions?
Yes. Run several brands, entities and regions from one back office, each with its own branding, languages, currencies and partner structures.
Make complex work feel simple.
Run sales, dealing, finance and compliance from one PAPERBOT workspace.