Engage Your Clients and Manage Your Back Office with Confidence
The CRM market for FX/CFD brokers is vast, with solutions ranging from $1,000 to $20,000. These systems vary in functionality—from basic CRM/IB portals to comprehensive platforms that run the entire back office, automate bonuses, and attract clients with social trading tools. Stability also differs significantly; some CRMs frequently crash, preventing deposits and causing major headaches for brokers.
Once a CRM is integrated into a brokerage’s operations, switching becomes difficult. Clients get accustomed to the system, migrations are complex, and the sunk cost fallacy makes change even harder. That’s why choosing the right CRM from the start is crucial.
At Brokers8, we’ve seen countless CRM solutions in action, and we’re here to help you make the best choice.