The CRM Built for Modern Forex Brokers.

One platform for client lifecycle, sales automation, retention, and compliance purpose-built for brokers.

Faster lead-to-deposit cycles

1 x

Pre-built PSP & tool integrations

1 +

Dedicated broker support

How it works

Convert More Traders. Retain Them for Life.

Leverate CRM maps the full client journey and automates the work at every stage from first touch to long-term loyalty.

Capture & Qualify

Leads flow in from any source and are instantly scored by the platform’s intelligence engine.

Assign & Engage

Auto-assign to the right agent by language, region, or potential value with sequenced multichannel outreach.

Onboard & Verify

KYC and AML checks completed inside the CRM no third-party detours or manual chasing.

Convert & Fund

Sales workflows guide agents to the right actions to close, fund and activate trading accounts.

Retain & Grow

Retention alerts and upsell triggers keep clients active and balances growth across their lifetime.

One Platform. Every Layer.

Replace your entire brokerage stack with one revenue engine

Onboarding, trading, retention, compliance, partners and communications unified on a single intelligence layer that turns every client signal into revenue.

Intake & Identity

Convert leads faster, with less manual work

Finance & Trading

Real-time trading data natively, no integrations

Insights & Intelligence

Act on behaviour before clients churn

Control & Governance

Total visibility for every role in the brokerage

Engagement & Growth

Reach every client on their channel, at the right moment

The Outcome

Higher first-time deposits. Lower churn. Faster operations.

FTD conversion

+ 1 %

Churn rate

- 1 %

Faster workflows

0 x

More than a CRM

A standard CRM stores data. Leverate's lifecycle engine generates revenue from it.

Security

A Vault Built for Regulated Brokers

Data security is paramount when running a brokerage. Leverate’s CRM is built on a high-security Vault architecture that isolates and encrypts sensitive client information meeting the highest standards for data integrity and global compliance.

Encrypted Vault Architecture

Sensitive PII is isolated from the operational layer a dedicated, encrypted black-box for client data.

Strict Access Control

Tiered permissions ensure private data is only ever visible to authorised personnel, with every access logged.

Encryption At Rest & In Motion

Industry-standard encryption protocols protect data continuously across storage, transport and integrations.

Full MT5 Synergy

Secure data synchronisation with your trading environment — without compromising speed or reliability.

Core Features

A Complete Operational Stack for Brokers

Lead Management & Sales Automation

Give your sales team the tools to move faster and close more. Automated routing, sequencing, and follow-up so agents focus on high-intent conversations.

KYC, Compliance & Risk

Move traders from registration to funded status faster with continuous risk monitoring and regulatory reporting built in.

Behavioural Triggers & Re-Engagement

The window between intent and inactivity closes fast. The CRM monitors trader behaviour continuously and acts before the opportunity is lost.

IB & Affiliate Management

Automate every layer of partner programmes from commission to reporting with the transparency that drives referral volume.

Back Office & Financial Operations

Streamline deposits, withdrawals, and reporting without custom infrastructure. 100+ PSPs and reporting your team needs out of the box.

Reporting & Business Intelligence

Turn operational data into decisions. Real-time dashboards and custom reports give every department the visibility to act quickly.

Explore the suite

Explore connecting products

The Client Portal connects directly to Leverate’s purpose-built broker tools each available as its own dedicated workspace.

Client Portal

The branded trader area for onboarding, funding and account management.

IB & Affiliate

Multi-tier partner management with live commissions and reporting.

Risk Management

Real-time exposure monitoring, alerting and regulatory reporting.

More than a CRM

How Leverate CRM Compares

Capability	Standard CRM	Leverate CRM
Lead-to-deposit automation	✕ Manual follow-up	✓ Automated trigger flows
Inactivity detection	✕ Manual review	✓ Auto-triggers on behavioural windows
KYC workflow	✕ Manual document chasing	✓ Sequenced + integrated providers
IB management	✕ Spreadsheets	✓ Multi-tier portal, real-time payouts
Trading platform sync	✕ Custom API build	✓ Native MT4 / MT5
Client data security	✕ Single database	✓ Isolated encrypted Vault

Integrations

Connected to The Tools Your Brokerage Already Uses

All integrations are pre-built and maintained by Leverate. No middleware, no custom development, no ongoing maintenance burden.

Leverate Trading Platform · MT4 · MT5

Praxis · CoinPayments · Paytiko · 100+ PSPs

Solitics

Sumsub · Shufti Pro

Email · SMS · WhatsApp · VoIP

Mixpanel · TradingView · Webhooks

Common questions

Frequently Asked Questions

How is Leverate's CRM different from a general-purpose CRM like Salesforce or HubSpot?

General-purpose CRMs are built for contact management and sales pipelines. They are not designed for trading platform integration, multi-tier IB structures, regulatory KYC workflows, or real-time trader behavioural automation. Leverate’s CRM connects natively to MT4 and MT5 without custom development, understands the distinct stages of the trader lifecycle, and acts on behavioural data automatically. A standard CRM stores data; Leverate’s lifecycle engine generates revenue from it.

Does the CRM support both CFD and Prop trading environments?

Yes. Leverate’s CRM operates across CFD and Prop environments from a single Broker Portal. Operators running both models do not need separate systems or parallel data sets behavioural triggers, inactivity campaigns, IB automation and personalisation all function from one unified interface.

How is sensitive client data protected?

Client PII is stored in a dedicated, encrypted Vault isolated from the operational database. Data is encrypted at rest and in transit, access is governed by tiered permissions, and every action is logged. The architecture is designed to meet the highest standards expected of a regulated brokerage.

What does KYC automation cover?

The full onboarding compliance workflow: automated document request sequencing, ID verification with integrated providers (Sumsub, Shufti Pro, and others), AML risk scoring, audit trails, and real-time status updates for both client and back-office team.

How long does implementation take?

Most brokers go live in weeks, not months. The CRM ships pre-configured with core lifecycle flows onboarding is configuration, not build. A dedicated implementation team and 24/7 support are included from day one.

Is Leverate's CRM compliant with major regulatory frameworks?

Yes. Workflows are aligned to ESMA, FCA, ASIC and CySEC requirements, with multi-jurisdiction support, audit trails on every action, and automated regulatory reporting with built-in validation.

See Leverate's Forex CRM in Action

Walk through the platform with our team. Tailored to your brokerage's stack and growth model.

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