Forex CRM

Forex CRM

DivulgeTech
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+

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About

DivulgeTech Forex CRM is a CRM platform for forex brokerages, developed by a team with 18+ years of industry experience and based in Limassol, Cyprus. It centralises client, partner, and back-office operations in a single platform that integrates natively with MetaTrader 4 and MetaTrader 5. The platform covers the full operational lifecycle: client onboarding with KYC/AML verification, IB and affiliate management with multi-tier commission tracking, deposits and withdrawals, role-based access control, and two-factor authentication. Payment gateway integration supports multiple funding methods, and a modular API architecture allows extensions including PAMM, social trading, and copy trading. Client and partner portals give end users self-service account management and referral tracking. Administrators manage all operations through a centralised dashboard.

About

The Future Of Back-Office & Accounting Software. One small step for you — One Giant Leap For Your Back Office. Do more with less! Save time and money with the one of a kind, full-featured back-office and accounting platform designed for forward-thinking real estate brokerages. Automated compensation plans, disbursement overview, agent management and advanced reporting. General ledger, chart of accounts, invoicing, billing, advances, bank feeds and reconciliation. Electronic funds transfer (EFT), commission payouts, earnest money deposits, credit card processing and check printing. BROKERS. Simplify management and accounting Cut administration and accounting workloads with our automated suite of back-office tools. Our commission tracking, calculating and disbursement tools handle even the most advanced commission profiles. AGENTS. Maximize productivity Give your agents the tools they need to measure and manage their success via our goal and deal tracking features.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Forex brokers

Audience

Real estate agents and brokers looking for a back-office and accounting platform that simplifies the entire transaction lifecycle

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$1500 / Month
Free Version
Free Trial

Pricing

$5
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

DivulgeTech
Founded: 2024
Cyprus
divulge.tech/forex-crm/

Company Information

Zipi
Founded: 2017
United States
zipi.app

Alternatives

Alternatives

Lone Wolf

Lone Wolf

Lone Wolf Technologies
MoxiBalance

MoxiBalance

Moxiworks
TotalBrokerage

TotalBrokerage

Brokerage Management Solutions

Categories

Categories

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Real Estate Transaction Management Features

Accounting
Appointment Scheduling
Commission Management
Contract Management
Critical Date Alerts
CRM
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

Integrations

MetaTrader 4
MetaTrader 5
dotloop

Integrations

MetaTrader 4
MetaTrader 5
dotloop
Claim Forex CRM and update features and information
Claim Forex CRM and update features and information
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Claim Zipi and update features and information