Are You Looking for the Best Forex CRM for Your Forex Brokerage?
Presenting our cutting-edge CRM solution for Forex Brokers, expertly tailored for the Forex/CFD industry and designed to elevate your white label partnership. This cloud-based SaaS platform enables financial brokers to effectively manage and engage with prospects/clients, fostering superior sales outcomes.
Introducing Our Forex CRM for Brokers, Sales, Back Office and Client Retention – LogixCRM
Seamlessly create leads manually or via API, configure staff permissions across all levels, and harness the power of our comprehensive analytics suite to gain valuable insights into team performance.
Revolutionise the way you track, manage, and interact with your clients using our sophisticated trading CRM, specifically crafted to optimise, automate and support your Forex/CFD and Affiliate client relationships.
Benefits of using LogixCRM
Manage and nurture your traders the way you want
Data, statistics, and analytics, and risk management options for deeper insights
Set up tasks to promote customer engagement
Integrate your compliance, sales and back office teams to facilitate collaboration
Seamless experience and automation let's you focus on your business
Actively tracks and manages demo & live accounts, deposits, KYC and IB Business
Customise the dataset including trading platforms, based on your needs
Create leads manually or generate from an API with simple integration
Automate the lead cycle workflow to suit all FX brokers
Robust permissions management for your staff
Dedicated reporting dashboards in the CRM system for sales insights
Track all marketing and affiliate campaigns and Introducing Brokers with ease
Take Your Forex Brokerage to the Next Level with the Best Forex CRM Solution
Choosing the right CRM provider is crucial for the success of your firm. LogixCRM is a customisable, scalable, and easy-to-use management system designed to streamline operations, enhance client engagement, and optimise trading accounts and deposits to maximise sales and client retention.
Whether you're looking to improve onboarding, gain deeper insights into your business, or seamlessly track and manage leads, deposits, and IB networks, our Forex CRM solution is built for brokers who demand results from their teams.
Why Choose The Easy to Use LogixCRM for Your Brokerage?
LogixCRM is a fully customisable and user-friendly platform, meticulously crafted to address the distinct requirements of Forex brokers. Its design ensures your brokerage operates with client deposits and client retention in mind.
Your team will have deep insights into each lead, allowing them to engage in targeted conversations with clients instead of guessing their interests.
Tailored for the Forex Industry to Manage Traders
LogixCRM is specifically engineered for the Forex sector, integrating essential features such as built-in KYC verification for seamless compliance reporting and comprehensive back- office management tools. This specialisation guarantees you adhere to industry regulations (like ASIC) while maintaining operational excellence.
Scalable CRM Trading Platform
As your brokerage expands, LogixCRM scales effortlessly to accommodate growing teams and an increasing client base. Its robust infrastructure and adaptable architecture ensure your operations remain smooth and efficient, regardless of size.
User-Friendly Interface & Fast Onboarding
With an emphasis on ease of use, LogixCRM offers an intuitive interface that simplifies daily tasks for your team. The platform's design minimises the learning curve, allowing your staff to focus on core activities, like making calls and updating daily tasks.
Comprehensive Management Tools, Simple Integration & Analytics
LogixCRM provides a suite of management tools that enhance both client deposits and retention efforts. Features such as business intelligence analytics deliver actionable insights, empowering your Account Managers and management to make informed decisions that drive growth and client satisfaction.
Advanced Marketing Attribution and Automation
Understanding the impact of your marketing initiatives is essential. LogixCRM provides custom UTM tracking, last-view URL tracking, and a suite of powerful attribution tools, giving your marketing team full visibility into campaign performance. With real-time insights, they can pinpoint which strategies are driving the best results, ensuring optimal resource allocation and maximising your marketing ROI.
Incorporating LogixCRM into your operations means choosing a solution that is not only tailored to the FX industry's unique demands but also one that supports your business's growth through scalability, usability, and comprehensive management features.
Request a Demo
See how LogixCRM can streamline your firm with powerful tools for sales, compliance, marketing attribution, and client management. Schedule your personalised demo today and discover how our customisable, user-friendly CRM can give your team a competitive edge. Fill out the form below and our team will be in touch.
World Finance
Best Partnership Programme Australia, 2020
Foreign exchange and derivatives trading carry a high level of risk. Before you decide to trade foreign exchange, we encourage you to consider your investment objectives, your risk tolerance and trading experience. It is possible to lose more than your initial investment, so do not invest money you cannot afford to lose. ACY Securities Pty Ltd ( AFSL. 403863) and ACY Capital LLC (Company number. 2610 LLC 2022) provides general advice that does not consider your objectives, financial situation or needs. The content of this website must not be construed as personal advice; please seek advice from an independent financial or tax advisor if you have any questions. The FSG and PDS are available upon request or registration. If there is any advice on this site, it is general advice only.
403863). Registered address. Level 18, 799 Pacific Hwy, Chatswood NSW 2067. AFSL is authorized us to provide our services to Australian Residents or Businesses.
2610 LLC 2022). Registered address. Suite 305, Griffith Corporate Centre, Beachmont, Kingstown.
2610 LLC 2022). Al Bilad is licensed by the Jordan Securities Commission to provide financial services by introducing Jordanian clients to foreign brokers, while ACY LLC remains the principal and issuer of its products.
© 2018 - 2025 ACY Securities is a brand name of ACY Securities Pty Ltd and ACY Capital LLC. All rights Reserved.