Intake & Identity
Convert leads faster, with less manual work
- Contacts Data
- Lead Management
- KYC & Compliance
The #1 Forex CRM for brokers
The CRM Built forModern Forex Brokers.
One platform for client lifecycle, sales automation, retention, and compliance purpose-built for brokers.
10xFaster lead-to-deposit cycles
100+Pre-built PSP & tool integrations
24/7Dedicated broker support
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.
Finance & Trading
Real-time trading data natively, no integrations
- Transactions
- Trading Accounts
- Live Trading Data
Insights & Intelligence
Act on behaviour before clients churn
- Retention & Churn
- Sales Analytics
- Forecasting
Control & Governance
Total visibility for every role in the brokerage
- Admin Logs
- Real-time Dashboards
- Teams & Roles
Engagement & Growth
Reach every client on their channel, at the right moment
- Omnichannel Communications
- IB & Partner Portal
- Social & Copy Trading
The Outcome
Higher First-Time Deposits. Lower Churn. Faster Operations.
+32%FTD conversion
-40%Churn rate
10xFaster workflows
More than a CRM
A standard CRM stores data. Leverate's lifecycle engine generates revenue from it.
A Vault Built for Regulated Brokers
Security
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.
- Auto lead assignment by geography, language, and source
- Multichannel outreach email, SMS, WhatsApp, VoIP
- Live agent KPI and conversion dashboards
- Configurable pipelines with priority scoring
- AI-optimised send times and behavioural sequences
KYC, Compliance & Risk
Move traders from registration to funded status faster with continuous risk monitoring and regulatory reporting built in.
- Automated document request sequencing
- AML audit trails and risk scoring per profile
- Real-time risk alerts with configurable thresholds
- Integrated ID verification Sumsub, Shufti Pro & more
- Multi-jurisdiction workflows ESMA, FCA, ASIC, CySEC
- Automated regulatory reporting with validation
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.
- First-deposit nudge after KYC if no funding
- Automated inactivity check-ins
- Loyalty tiers, VIP content, and milestones automated
- First-trade guidance matched to asset interest
- Reactivation offers calibrated to trading history
IB & Affiliate Management
Automate every layer of partner programmes from commission to reporting with the transparency that drives referral volume.
- Multi-tier commissions up to 5 levels, real-time
- Automated payout reconciliation
- Digital partner agreements with e-signature
- Dedicated IB portal with assets and referral links
- Lead attribution from click to funded volume
Back Office & Financial Operations
Streamline deposits, withdrawals, and reporting without custom infrastructure. 100+ PSPs and reporting your team needs out of the box.
- 100+ PSPs bank, cards, and crypto
- Automated billing and branded invoicing
- Real-time account sync with MT4 / MT5
- Configurable deposit & withdrawal workflows
- Revenue, profitability, and history reports on demand
Reporting & Business Intelligence
Turn operational data into decisions. Real-time dashboards and custom reports give every department the visibility to act quickly.
- Live KPI dashboards for sales, retention, and finance
- Pipeline forecasting and conversion funnel analysis
- Export-ready regulatory and executive summaries
- Custom report builder with scheduled delivery
- Trader profitability and lifetime value tracking
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.
Visit pageIB & Affiliate
Multi-tier partner management with live commissions and reporting.
Visit pageRisk Management
Real-time exposure monitoring, alerting and regulatory reporting.
Visit pageMore 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.
Trading Platforms
Leverate Trading Platform · MT4 · MT5
Payment Gateways
Praxis · CoinPayments · Paytiko · 100+ PSPs
Real-Time Engagement
Solitics
KYC / AML
Sumsub · Shufti Pro
Communication
Email · SMS · WhatsApp · VoIP
Analytics
Mixpanel · TradingView · Webhooks
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.