Forex CRM, Retention & Back Office
AltCRM
The forex CRM and operation platform behind your brokerage — sales floor, compliance, finance, risk, and reporting in one place. Every lead gets worked, every dollar moves through maker-checker approval, and every action lands in the audit trail.
Leads & Sales Automation
Every lead worked. No lead wasted.
AltCRM runs the full lead lifecycle. Bulk-import from Excel, or let scheduled Google Sheets auto-ingestion pull your Meta ad campaign feeds in on their own. Auto-assign plans balance new leads against each agent's capacity, configurable scoring surfaces the hot ones, and a pre-leads pipeline keeps unqualified contacts out of the floor's way.
- Meta ad campaign feeds land automatically via scheduled Google Sheets ingestion
- Stale leads auto-retire on your staleness rules — with a recovery path back
- Duplicate detection and per-day agent lead-request caps keep the floor honest
- Color-coded lead tags in three modes: plain labels, approval-gated, or automation-triggering
Campaigns & Email
Campaigns that prove their cost per lead.
Nested parent/child campaigns roll up side by side, compared on member counts, conversion rate, budget, and cost per lead — so you know which spend is working before the month closes. A step-by-step email blast wizard with a template library handles outreach, and every send is logged and searchable.
- Compare campaigns on members, conversion rate, budget, and cost per lead
- Step-by-step blast wizard with reusable templates
- Searchable send logs for every blast
- Campaign cohort conversion report shows which campaigns actually convert
Customer 360 & Retention
One customer. One screen. The whole story.
Each client gets a single profile with Compliance, Finance, Trading, and CRM hubs plus a graphical activity timeline. When support needs to see what the client sees, Investor View gives audited, read-only impersonation — no shared passwords, no guesswork. Retention floor management and inactive-customer detection make sure nobody quietly drifts away.
- Investor View: audited, read-only customer impersonation for support
- Retention floor management and inactive-customer detection
- Per-customer feature gating — switch capabilities on and off per client
- Product-usage analytics sit right alongside trade stats
Finance Operations
Maker-checker money movement, with SLAs you can see.
Deposits, withdrawals, and transfers move through a three-phase lifecycle: the agent records, a manager approves, finance executes. No single person touches money alone. The Finance Approval SLA report shows medians and p90s by method and by approver — and an oldest-pending queue so nothing sits forgotten.
- Agent records, manager approves, finance executes — on every movement
- SLA medians and p90s by payment method and by approver, plus the oldest-pending queue
- Balance Correction Insights tracks every manual balance change with before/after values
- Execution-type settings configurable per category
Risk & Surveillance
See risk before it becomes a loss.
A tabbed risk dashboard covers the whole book: overview, per-symbol exposure, accounts at risk, open positions, limits and rules, an audit log, and historical VaR. Suspicious Flow detection flags abnormal profit patterns with the reasons spelled out — and thresholds you tune to your risk appetite, not someone else's.
- Suspicious Flow flags abnormal profit patterns, with reasons and tunable thresholds
- Live margin-call feed keeps the risk desk ahead of blow-ups
- Margin cascade settings per account — the guardrails AltTrade enforces on the floor
- Limits, rules, and a full risk audit log in one place
Reporting & BI
The numbers owners actually ask for.
An executive dashboard tracks money in and out across projects, Broker P&L, AUM, prior-period comparison, and a project league table. Behind it sit 14+ purpose-built reports — Client Funds balance sheet, swap report, IB commission, and an active-trading-hours heatmap you can drill into in 15-minute slices.
- Cross-project money in / money out with prior-period comparison
- Client Funds balance sheet, swap report, and IB commission reports
- Active-trading-hours heatmap with 15-minute drilldown
- Engagement leaderboards and inactive-customer breakdowns
Sales Floor Energy
Put the floor on the big screen.
A live Sales Floor TV broadcasts deals as they land, with real-time flash bonuses and celebration clips that keep the room loud. Activity and employee leaderboards keep score all day, and per-employee lead targets make the goal concrete for every seat on the floor.
- Deals broadcast to the floor TV the moment they land
- Flash bonuses and celebration clips fire in real time
- Activity and employee leaderboards keep the floor competitive
- Lead targets set per employee
And the Back Office
Call center, permissions, and people ops — built in.
PBX Call Center
Per-agent extensions with full call history and call recordings managers can pull up and review — right inside AltCRM.
Scored Call Reviews
Calls reviewed and scored 0–10 with types and tags, rolled up into per-employee call rating reports.
Agent Contact Timeline
See where each agent’s day went — time on phone, email, and chat in a single timeline.
Permissions, Not Roles
Every button, page, and action is gated by fine-grained permissions bundled into custom permission groups — no fixed roles. A company-wide audit trail records who did what.
Directory & Hierarchy
An employee directory and team hierarchy that mirror how your floor is actually organized.
Time & Attendance
Check-in/check-out timecards, break management, and a leave, attendance, and holiday calendar — people ops without another system.
AltCRM is the broker-side half of the Altrogi Suite — it supervises the trading your clients do in AltTrade and the accounts they manage in AltCore, with tenant-level controls in AltOps. Every workflow above is documented in the Altrogi Help Center.
The Altrogi Suite
Explore the rest of the platform
Further Reading
Guides from the blog
See it live under your brand.
Book a demo and walk through the platform with our team — configured the way your brokerage would run it.