Forex CRM

Forex CRM will streamline the processes at every step of Forex Broking Business

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Why choose PheasanTech Forex CRM?

Amazing Features


  • Allows your sales teams to execute the tasks digitally
  • Integrates widgets and tools as per the requirements
  • Prepares the foundation for automation with RPA & AI

Total Customization


  • Customized CRM as per the scale and target audience
  • Easy upgrades/ updates to finetune the functionalities
  • Constant insights & reports to monitor the performance

Ease of Using


  • Simple and straight forward user interface for the team
  • Designed to save the time and efforts of the sales teams
  • Easy to learn processes; and easier to use on daily basis


Choose the plan that's right for you

Start Up

(1 - 500 Contacts / 2
CRM Users)

Get Started Now

(1 - 1000 Contacts / 5
CRM Users)

Get Started Now

Most Popular


(Upto 5000 Contacts /
10 CRM Users)

Get Started Now


No Set-up
3000 USD UpFront ( 12 Months + 2 Months Free)
No Set-up
6000 USD UpFront ( 12 Months + 2 Months Free)
No Set-up
12000 USD UpFront ( 12 Months + 2 Months Free)


1000 USD One Time Set-up 250 USD Per Month
(To be paid quarterly USD 750)
1000 USD One Time Set-up 500 USD Per Month
(To be paid quarterly USD 1500)
2000 USD One Time Set-up
1000 USD Per Month
Add ONs (Third-Party)      
SMTP add on
Upto 10000 Monthly Upto 20000 Monthly Upto 50000 Monthly
AWS DB server add on inclusive*
SSL Setup For CRM & Cabinet*      
Website Forms Design & Integration 300 USD 300 USD 300 USD
Open Live Account Form
Open Demo Account Form
Contact Us Form
Portal Access
Premium Chat Support*
Pre-Recorded Videos
Live Training 1 Session 2 Session 3 Session
CRM & Cabinet Features      
Lead Management
Contact Management
KYC Management
Admin Dashboard
Live Account Management
Demo Account Management
Tasks, Activities, Comments & Notes
Campaigns (Email Marketing & Insights)
PSPs Integrated* Upto 5 Upto 10 Upto 15
Advanced filters in each module
IB Module
IB Multi Level* Upto 3 Upto 5 Upto 10
CRM Users/ Team Members 2 5 10
Ticketing Module & FAQ
Platform Supported (MT4/MT5/Vertex) Any 1 Any 1 Any 2
Ad On Service      
Trader's Room Mobile Application
(Inclusive of Android and iOS)
Set Up USD 1000 +
Monthly USD 250
Set Up USD 1000 +
Monthly USD 250
Set Up USD 1000 +
Monthly USD 500
Additional Training* 100 USD Per Session 100 USD Per Session 100 USD Per Session

Benefits of

PheasanTech Forex CRM For Forex Broking Businesses

Saves time and money

Saves time and money

Forex CRM allows a small sales team to handle all the sales and support tasks effectively, within deadlines.

Works 24 X 7 X 365

Works 24 X 7 X 365

Forex CRM allows you to reach out to the world without worrying about time zones and boundaries.

Builds positive impression

Builds positive impression

Forex CRM makes the interaction with the customer seamless and it creates a lasting impression in the mind.

Gives amazing RoI

Gives amazing RoI

Forex CRM is an investment that will keep on churning out money and boost your revenue in the long run.

The result speaks

Forex CRM has changed
the way
forex broking is done!


Improvement in sales of the company


Improvement in team’s productivity


Improvement in customer satisfaction

PheasanTech Forex CRM gives you a totally secure, customized and scalable forex CRM system that will allow your team to achieve the targets, within given timeline.

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