What is FxCore CRM?

FxCore CRM is a tailored customer relationship management platform specifically created for forex brokers, CFD brokers, proprietary trading firms, and various financial service providers. It significantly improves the efficiency of processes such as client onboarding, KYC/AML verification, and the management of affiliates and introducing brokers while adeptly managing deposits and withdrawals to ensure adherence to regulatory standards. Users enjoy seamless integration with popular trading platforms like MT4 and MT5, enabling them to track trading accounts and activities in real-time, supported by robust role-based access controls and detailed reporting functionalities. Furthermore, the system includes revenue tracking dashboards that empower users to evaluate their financial performance effectively. This suite of features not only enhances operational efficiency but also positions FxCore CRM as an essential asset for businesses navigating the fiercely competitive landscape of the financial industry. By streamlining complex processes, it allows firms to focus on growth and client satisfaction.

Pricing

Price Starts At:
999
Price Overview:
FxCore CRM pricing starts at $999/month and scales based on the number of users, integrations, and trading volume. Custom enterprise plans are available for larger brokerages and prop trading firms with advanced compliance, reporting, or white-label needs. Contact us for a tailored quote.
Free Version:
Free Version available.
Free Trial Offered?:
Yes

Integrations

Offers API?:
Yes, FxCore CRM provides an API
All FxCore CRM Integrations
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Screenshots and Video

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Company Facts

Company Name:
FxCore CRM
Date Founded:
2020
Company Location:
United Arab Emirates
Company Website:
fxcorecrm.com
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Product Details

Deployment
SaaS
Windows
Mac
Linux
iPhone
iPad
Android
Chromebook
Training Options
Documentation Hub
Online Training
Webinars
Video Library
Support
Standard Support
24 Hour Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

FxCore CRM Categories and Features

Forex Trading Platform

FxCore CRM Customer Reviews

Write a Review
  • Reviewer Name: Devid R.
    Position: Business Development Executive
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Reliable All-in-One CRM for Forex Brokerage Operations

    Updated: Jul 02 2026
    Summary

    FxCore CRM has been a solid choice for managing our brokerage's day-to-day operations. Between the MT5 integration, IB management, and KYC automation, it's brought a lot of our previously manual processes into one platform. A few rough edges early on, but nothing that outweighed the overall value it's added to how we run things.

    Positive

    MT5 integration was quick to set up. IB/partner tracking has cut down a lot of manual work — commissions and partner activity are all in one place instead of spreadsheets. KYC automation noticeably speeds up client onboarding, and the dashboard gives a clean overview of trading activity and client data. Support has been responsive whenever we needed help with setup or customization.

    Negative

    There's a small learning curve when first setting up all the modules and getting familiar with the dashboard. More detailed documentation or guided walkthroughs for advanced features would help new users ramp up faster.

    Read More...
    Official FxCore CRM Response
    Date: Jul 03 2026
    Thank you Devid for this detailed review! Really glad to hear MT5 integration and IB management automation have made a genuine difference to your daily operations. Your feedback on documentation is noted — we are actively building more guided walkthroughs for advanced features. Appreciate you taking the time to share your experience with FxCore CRM. — Karan, FxCore CRM Team
  • Reviewer Name: Prajval P.
    Position: Business Development Executive
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Easy to use CRM for managing forex clients

    Updated: Jul 28 2026
    Summary

    My overall experience with FxCore CRM has been positive. It helps our team organize customer information, track sales activities, and manage follow-ups more efficiently. The setup was straightforward, and the platform has become part of our daily workflow. Overall, it has improved our productivity.

    Positive

    We use FxCore CRM every day to manage leads, customer information, and follow-up tasks. The interface is easy to understand, and the automation features help reduce manual work. The reporting tools and customer support have been helpful for our team.

    Negative

    The software works well overall. I would like to see more report customization options and additional integrations with third-party tools. These improvements would make the platform even more flexible.

    Read More...
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