Forex CRM & Client Portal
Forex CRM built around how brokerages actually operate
The CIS Forex CRM brings the client relationship, the client portal, built-in commission structure calculations, copy trading, payment configuration and the partner portal into one coordinated workspace.
Clients
1,284
Partners
86
Open requests
23
Recent clients
Funding workflow
Commission run
Calculated
The challenge
Why it matters
When client records, partner commissions, payment settings and copy trading live in separate tools, teams spend their day reconciling spreadsheets instead of serving clients. Visibility suffers and small configuration errors travel far.
Capabilities
What it provides
Client relationship management
Keep each client’s profile, account activity and interactions in one record so sales, support and back-office teams work from the same picture.
Client portal
Give clients a branded space to manage their accounts and requests, aligned with the workflows your team defines in the CRM.
Built-in commission calculations
Define commission structures once and let the CRM calculate them, reducing manual spreadsheet work for partner and finance teams.
Copy trading capabilities
Administer copy trading relationships from the same environment where client accounts are managed.
Payment configuration
Organise payment methods and the internal steps for deposit and withdrawal requests according to your brokerage’s procedures.
Internal partner website & portal
Give introducing brokers and partners their own portal to follow referrals and commissions, connected to the CRM records.
How it works
The workflow, step by step
- 1
Client registers
A new client signs up through the client portal or is created by your team.
- 2
Account & partner link
The client is associated with the right partner so commissions can be attributed.
- 3
Funding workflow
Deposit and withdrawal requests follow the payment configuration you defined.
- 4
Ongoing visibility
Operations, partner and management teams follow activity from one place.
Who it helps
By team
- Sales & retention
- See a client’s full context before every call and hand over cleanly between team members.
- Back office
- Process client requests against consistent, documented workflows.
- Management
- Gain centralised visibility across clients, partners, payments and copy trading.
Questions to discuss with CIS
- Which client and account workflows do you need to replicate from your current setup?
- How are your commission structures defined today?
- Which trading platform environment will the CRM work alongside?
- What branding and languages should the client portal support?
- How should data be migrated from existing tools?
Frequently asked questions
What is included in the CIS Forex CRM?
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Client relationship management, a client portal, built-in commission structure calculations, copy trading capabilities, payment configuration and an internal partner website and portal.
Can I try the CRM before committing?
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Yes. Free trials are available on all CIS software products. The CIS team confirms trial access, scope and configuration with you.
Does the CRM integrate with my trading platform?
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Platform connectivity depends on your environment. Discuss your setup with CIS so supported configurations can be confirmed for your case.
Free trials on every CIS software product
Tell us what you want to evaluate. The CIS team confirms trial access, scope and configuration with you directly.
Related products
- Partner Portal & Commission ManagementA partner portal with built-in commission calculations for IB and multi-agent structures.
- Copy Trading TechnologyAdminister strategy providers, copy configuration and participating accounts from one control layer.
- Payment ConfigurationOrganise payment methods and deposit and withdrawal workflows to match your procedures.