PROP Firm CRM Solutions

Launch your proprietary trading firm with automated evaluation phases, robust risk management, and scalable infrastructure.

Basic Prop CRM

Ideal for new Prop Firms. Get your challenge business off the ground with manual oversight and essential metric tracking capabilities.

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Trader Dashboard: Simple portal for traders to view their daily loss and maximum drawdown limits.
Challenge Setup: Configurable 1-step or 2-step evaluation parameters (Profit target, Drawdown).
Manual Account Creation: Admin manually issues MT5 credentials upon challenge purchase.
Read-Only MT5 Integration: Fetches trade data to display equity and balance charts on the dashboard.
Standard Payment Gateway: Support for 1-2 basic payment methods (Crypto/Bank Wire) for challenge fee collection.

Built for scaling Prop Firms. Fully automate the trader lifecycle from challenge purchase to phase progression and profit payouts.

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Automated Account Issuance: Instant MT5 account creation and email dispatch upon successful payment.
Auto-Phase Progression: System automatically upgrades a trader to Phase 2 or Funded status when targets are met.
Live Risk Management: Automated account disabling/breach flagging the second a drawdown rule is violated.
Payout Management Module: Streamlined dashboard for traders to request profit splits and admins to process them.
Certificates Generation: Automated PDF certificates for traders passing challenges or receiving payouts.
Advanced Affiliate System: Reward users for bringing new traders to your Prop Firm.

Create a unique Prop Firm experience. Tailor complex trading rules, custom metrics, and unique UI/UX to stand out in a competitive market.

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Bespoke Dashboard UI: A completely custom-designed portal that perfectly matches your branding.
Custom Evaluation Logic: Unique rules like consistency rules, lot size limits, or news trading restrictions.
Multi-Platform Support: Connect your CRM to multiple trading platforms (MT4, MT5, cTrader) simultaneously.
Custom Risk Algorithms: Integrate your own proprietary risk management scripts or third-party B-book plugins.
Scaling Plans: Custom logic to automatically increase a funded trader's capital based on ongoing profitability.
Dedicated Tech Support: Direct communication with our backend team for rapid feature deployment and updates.