Eximus CRM & Back Office
The Complete Forex CRM
Built for Brokers
Lead capture to funded account, KYC to commission payouts, MT4/MT5 to PSP aggregation — every workflow your brokerage runs, unified in one branded back office. Launch in 30 days.
CLIENTS
277 totalWhat's Inside
Every Module Your Brokerage Needs
Eight tightly integrated modules — one source of truth for leads, traders, partners, payments, and compliance.
Pipeline · today
Inbound leads — 32 active
SLA timer · live
First-touch in seconds
00:41
Avg response · last hour
18% of 4-min target
Acquisition · 7d
Lead source mix
Pipeline · today
Inbound leads — 32 active
SLA timer · live
First-touch in seconds
00:41
Avg response · last hour
18% of 4-min target
Acquisition · 7d
Lead source mix
The Trader Lifecycle
From Cold Lead to Funded Trader, on Autopilot
The CRM orchestrates every step — so your team focuses on closing, not on stitching tools together.
Lead Capture
Embed forms, import lists, or pipe leads from ad platforms. Every contact lands in one place with full source attribution.
Auto-Routing & KYC
Score, segment, and route leads to the right desk in seconds. Trigger KYC, AML, and document workflows automatically.
Funded Account
Clients deposit through 40+ PSPs into multi-currency wallets, then open MT4/MT5/cTrader accounts in one click.
Retention & Upsell
Behavior-triggered email, SMS, and WhatsApp campaigns plus IB rewards keep funded traders active and growing.
Capabilities
Built for the Depth Brokers Actually Need
Not a generic CRM rebadged for finance — every feature is designed around the way a Forex brokerage runs.
Real-Time Dashboards
Live KPIs for deposits, withdrawals, FTDs, open positions, and conversion at every funnel stage. Drag-and-drop widgets per role.
Multi-Level IB Engine
Build infinite-depth partner trees with flexible commission schemes — CPA, revenue share, hybrid, sub-IBs, and master IBs included.
MT4 / MT5 / cTrader Bridge
Native bi-directional sync for accounts, balances, trades, and groups — create live and demo accounts straight from the CRM.
PSP Aggregation
40+ pre-integrated PSPs with intelligent routing, auto-reconciliation, and configurable withdrawal approval chains.
KYC, AML & Compliance
Liveness checks, document OCR, PEP & sanctions screening, GDPR-compliant retention, and full audit logs out of the box.
SLA-Based Ticketing
Omnichannel inbox (email, SMS, WhatsApp, live chat) with auto-routing, canned replies, and SLA escalation rules.
Marketing Automation
Behavior-triggered campaigns across email, SMS, and WhatsApp — segment by lifecycle stage, deposit history, or trading activity.
Audit Trail & Compliance
Every action timestamped and immutable: who edited what, when, and from where. Export to your compliance officer in one click.
100% White-Label, Down to the Database
Your brand, your domain, your colors, your terminology, your emails. Localize per market in 30+ languages, configure fields, roles, workflows, and approval chains — without ever touching code. Eximus stays invisible; your brand stays front and center.
- Custom domain + SSL
- Role-based permissions
- Configurable workflows
- 30+ language packs
- Brand-themed emails
- Per-market policy rules
KYC
Approved
Deposit
+$2,500
Client Mobile App
Put a Branded Trading Hub in Every Client's Pocket
Traders open accounts, verify identity, move money, track every statement, and respond to surveys — entirely from a white-labeled app under your own brand. No support tickets for things they can self-serve.
Self-Service KYC
Clients upload documents, complete liveness checks, and watch their verification status in real time — no email back-and-forth.
One-Tap Deposits
Top up accounts via any of your 40+ PSPs with saved payment methods. Auto-reconciled and visible in the trader's wallet instantly.
Withdrawals & Approvals
Submit a withdrawal, track each approval stage, and get notified the moment funds are released — full transparency.
Statements & History
Trade history, deposit/withdrawal logs, tax statements, and IB commission reports — downloadable in CSV or PDF.
Smart Notifications
Margin alerts, KYC reminders, promo eligibility, and account status updates — push, in-app, email, or SMS.
iOS & Android Native
Fully white-labeled native apps published under your brand on the App Store and Google Play — not a web wrapper.
Real-Time Visibility
Run Your Brokerage from One Live Dashboard
No more stitching reports across spreadsheets, PSP portals, and MT5 admin. Every signal you need to make a decision is one glance away.
Active Leads & Funnels
Watch leads move through every stage in real time. Spot stalls instantly and re-route to the right desk before they go cold.
Deposits & Withdrawals
Live cash-flow visibility per PSP, per currency, per market. Approve withdrawals in-CRM with multi-level approval chains.
IB & Affiliate Performance
Track every partner's referred clients, commissions, and lifetime value in one transparent statement — visible to you and them.
Funnel & Conversion Analytics
Lead-to-FTD conversion, time-to-deposit, retention cohorts, churn predictors — every metric your COO asks for, already built.
Grow Your Business with No Constraints
Eximus CRM is fully integrated to cover all your needs — trading, KYC, payments, voice, and customer support — wired up on day one.
CRM
Trading
Payments
Support & CRM
News
KYC
Voice & Chat
4
Trading Platforms
12
Payment Gateways
33
Total Integrations
MetaTrader 4
Trading
MetaTrader 5
Trading
cTrader
Trading
TradingView
Trading
Stripe
Payments
PayPal
Payments
Visa
Payments
Mastercard
Payments
Skrill
Payments
Neteller
Payments
Wise
Payments
Klarna
Payments
Apple Pay
Payments
Google Pay
Payments
Coinbase
Payments
Praxis Pay
Payments
Sumsub
KYC
KYC
Voiso
Voice & Chat
CommPeak
Voice & Chat
Zendesk
Support & CRM
Intercom
Support & CRM
LiveChat
Support & CRM
HubSpot
Support & CRM
Mailchimp
Support & CRM
Mixpanel
Support & CRM
Hotjar
Support & CRM
Telegram
Voice & Chat
Voice & Chat
Discord
Voice & Chat
Economic Calendar
News
News Services
News
Newsletter
News
MetaTrader 4
Trading
MetaTrader 5
Trading
cTrader
Trading
TradingView
Trading
Stripe
Payments
PayPal
Payments
Visa
Payments
Mastercard
Payments
Skrill
Payments
Neteller
Payments
Wise
Payments
Klarna
Payments
Apple Pay
Payments
Google Pay
Payments
Coinbase
Payments
Praxis Pay
Payments
Sumsub
KYC
KYC
Voiso
Voice & Chat
CommPeak
Voice & Chat
Zendesk
Support & CRM
Intercom
Support & CRM
LiveChat
Support & CRM
HubSpot
Support & CRM
Mailchimp
Support & CRM
Mixpanel
Support & CRM
Hotjar
Support & CRM
Telegram
Voice & Chat
Voice & Chat
Discord
Voice & Chat
Economic Calendar
News
News Services
News
Newsletter
News
Don't see the one you use? Our team builds custom connectors as part of onboarding — at no extra cost.
Ready to Run Your Brokerage on One Platform?
See Eximus CRM live with your own data. We’ll show you the lead-to-deposit funnel, IB engine, KYC workflows, and PSP routing in a 30-minute walkthrough.
Get Exclusive Demo Access