AltimaCRM – All-in-One CRM Solution for Forex & CFD Brokers
AltimaCRM is a powerful, fully customizable Client Relationship Management system designed specifically for Forex, CFD, and Crypto brokers. Built to streamline operations, enhance sales performance, and ensure regulatory compliance, AltimaCRM serves as the central hub for managing your entire brokerage ecosystem.
~ Key Features of AltimaCRM
1. Lead & Client Management
Track, segment, and manage leads, KYC-approved clients, and partners across their full lifecycle.
2. Omni-Channel Communication
Built-in VoIP integration, SMS, WhatsApp, email, and push notifications — all from a single interface.
3. Multi-Tier IB System
Support for unlimited Introducing Broker tiers with dynamic commission & rebate structures.
4. Real-Time Dashboards
Custom dashboards for agents, team leads, and admins, offering KPIs, campaign performance, lead status, and more.
5. AI-Powered Instant KYC
Integrated with ShuftiPro, SumSub, and WorldCheck, enabling real-time document scanning and approval using AI.
6. Role-Based Access Control
Fine-grained permissions for teams, departments, and regional offices with audit logs for full traceability.
7. Automated Workflows
Trigger-based automation for lead assignment, email follow-ups, KYC alerts, campaign execution, and more.
8. Promotions & Bonus Engine (in progress)
Create and manage custom promotions for traders or IBs — including welcome bonuses, anniversaries, birthdays, and targeted offers.
9. Advanced Reporting & BI
Drill-down reports on conversions, agent performance, IB earnings, deposit/withdrawal analytics, and campaign ROI.
10. Full Trading Platform Integration
Seamlessly integrates with MT4, MT5, cTrader, Sirix, and Brokeree bridge for account sync, balance updates, and live trading metrics.
11. Client Portal
A trader-facing portal that syncs with the CRM backend for onboarding, document uploads, wallet transactions, and promotion visibility.
12. VOIP & Payment Gateway Integrations
Pre-integrated with top providers like CommPeak, Voiso, SquareTalk, Praxis, CoinPay, and AsiaPay.
~ Why AltimaCRM Stands Out
Tailored for the FX Industry: Unlike generic CRMs, AltimaCRM is purpose-built for the brokerage environment.
Modular & Scalable: Add features as you grow — whether you’re a startup or a regulated brokerage.
Global Compliance Ready: Integrated tools for KYC, AML checks, and audit trail tracking.
Fully White-Labeled: Make it your own with complete branding control.
Proven Track Record: Trusted by brokers worldwide and showcased at leading industry expos.
