1. [Home](https://www.g2.com/) 2. ... 3. [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) 4. [CRM for Forex and CFD brokers Discussions](https://www.g2.com/products/crm-for-forex-and-cfd-brokers/discuss) [ ![CRM for Forex and CFD brokers](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_63d191e4ebd81e7811cf7eb278818d19/crm-for-forex-and-cfd-brokers.png "CRM for Forex and CFD brokers") ](/products/crm-for-forex-and-cfd-brokers/reviews) # CRM for Forex and CFD brokers Discussions Cutting edge CRM for Forex and CFD Brokers UpTrader СRМ was developed specifically for brokerage firms taking into account the specifics of online retail services in Forex. The new CRM is designed to speed up the task solving process and make the learning curve less steep for the staff. UpTrader CRM includes the trader’s area, back office (interface for the company’s employees), admin cabinet with flexible access settings for the manager, additional functionality for the staff and clients. Admin - you (general settings: payment systems, management, departments, 7 languages, google analytics, notification, trading platforms, specification, KYC, partnership rewards, etc.) Back office - your staff (bonuses and advertising campaign management, client support, deposit/withdrawal and partnership program management, etc) Client interface - your customers (trading and financial tools, comprehensive data) Partners - your partners (reports, marketing tools, management) Sales module - your perfect sales team (very friendly interface, good structure, planning deposits, charts, mails, calls, well organized clients’ data. Investment service for MT4, MT5 (pamm, mam, social trading) ![CRM for Forex and CFD brokers](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_63d191e4ebd81e7811cf7eb278818d19/crm-for-forex-and-cfd-brokers.png "CRM for Forex and CFD brokers") CRM for Forex and CFD brokers Discussions Most CommentedMost HelpfulCommon QuestionsNewest Showing **1** discussion ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • about 3 years ago More Options - Share [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=What+is+CRM+for+Forex+and+CFD+brokers+used+for%3F&title=What+is+CRM+for+Forex+and+CFD+brokers+used+for%3F&url=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fwhat-is-crm-for-forex-and-cfd-brokers-used-for) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=What+is+CRM+for+Forex+and+CFD+brokers+used+for%3F&url=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fwhat-is-crm-for-forex-and-cfd-brokers-used-for&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fwhat-is-crm-for-forex-and-cfd-brokers-used-for) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=What+is+CRM+for+Forex+and+CFD+brokers+used+for%3F&body=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fwhat-is-crm-for-forex-and-cfd-brokers-used-for%0aWhat+is+CRM+for+Forex+and+CFD+brokers+used+for%3F) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=What+is+CRM+for+Forex+and+CFD+brokers+used+for%3F&body=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fwhat-is-crm-for-forex-and-cfd-brokers-used-for%0aWhat+is+CRM+for+Forex+and+CFD+brokers+used+for%3F) - Copy link - [ ## What is CRM for Forex and CFD brokers used for? ](/discussions/what-is-crm-for-forex-and-cfd-brokers-used-for) What is CRM for Forex and CFD brokers used for? [ Financial Services CRM Software ](https://www.g2.com/tags/financial-services-crm-software) Show More (Upvote this discussion)\<0\>0\> (Downvote this discussion) 0 (0 Comments) Add a comment [ View discussion ](/discussions/what-is-crm-for-forex-and-cfd-brokers-used-for) ## Browse by popular topics [Financial Services CRM Software](/products/crm-for-forex-and-cfd-brokers/discuss?filters%5Btags%5D%5B%5D=financial-services-crm-software)