Lead
Management
One sales desk for every Forex lead — one-click account conversion, tagging, notes, CSV import/export, smart routing, scoring and a full audit. Built for high-velocity Forex sales floors.
1-click
Account conversion
AI
Lead scoring
∞
Custom fields & tags
20+
Routing rules
<60s
CSV import
The full lead lifecycle
From form fill to funded account.
Capture
Web forms, landing pages, API, Meta/Google ads, affiliates, IBs, manual entry, CSV.
Qualify
Auto-score, tag, dedupe, validate phone/email, check country & language.
Route
Round-robin, country, language, source, performance-weighted to desks/agents.
Engage
Call, email, SMS, WhatsApp, Telegram — every touch logged automatically.
Convert
One-click → live MT4/MT5 account, KYC inherited, IB and UTM preserved.
One-click conversion
Lead to live account in one click.
Click Convert. A live MT4 or MT5 account is provisioned in seconds — KYC documents inherited, IB and UTM attribution preserved, welcome email & login credentials sent automatically. Zero re-entry.
- Pick group, leverage and currency in the same modal
- Optional welcome bonus auto-applied by rule
- KYC docs inherited from the lead profile
- IB & UTM attribution preserved end-to-end
- Login credentials emailed instantly
- Full audit entry in the lead timeline
Lead
John Doe · UAE · john@example.com
Power inbox
Every lead, every detail.
| Lead | Country | Source | Status | Score | Owner | Last touch | ||
|---|---|---|---|---|---|---|---|---|
| John Doe | UAE | Google Ads | Hot | 92 | Sarah | 2h ago | Convert → | |
| Maria S. | Spain | New | 71 | — | — | Convert → | ||
| Ali R. | KSA | IB #1024 | FTD pending | 88 | Omar | 1d ago | Convert → | |
| Liu W. | SG | Landing | Callback | 64 | Mei | 5h ago | Convert → | |
| Anna K. | DE | Affiliate | Converted | 95 | Lukas | 3d ago | Convert → |
CSV / Excel import
Drag & drop a CSV or Excel file, map columns visually, validate phone/email, auto-detect duplicates and import thousands of leads in under a minute.
- Visual field mapping & save as template
- Phone & email validation
- Duplicate detection & merge rules
- Auto-assign on import
- Per-row error report
- Re-run on failures only
CSV / Excel / PDF export
Filter to exactly what you need, then export the whole view in CSV, Excel, PDF or via API. Save views and schedule recurring email exports for managers.
- Export filtered view in 1 click
- Column picker per export
- Saved views & shared views
- Scheduled email delivery
- API & webhook export
- GDPR-aware redaction
Smart routing
The right lead to the right agent.
By country / language
Auto-route Arabic leads to Arabic desk, EU to EU shifts, APAC to APAC.
By source / UTM
Different rules per ad campaign, landing page, affiliate or IB tree.
Round-robin
Fair allocation across active agents on shift.
Performance-weighted
More leads to top performers automatically.
Shift & timezone
Only route to agents currently on shift in matching timezone.
Re-assign on idle
Auto re-assign if no touch within SLA.
AI lead scoring
Focus on the leads most likely to convert.
Our scoring model ranks every lead 0–100 based on country, source, response time, engagement, KYC stage, IB tier and 30+ other signals — so your desk works the right leads first.
Built-in communications
Every conversation, in one timeline.
Click-to-call
VOIP integration with recording, dispositions and auto-logging.
Templates, A/B, scheduling, opens & clicks tracked in the lead timeline.
WhatsApp & Telegram
Official WhatsApp Business + Telegram bots logged to the lead.
SMS & push
Multi-provider SMS, web push and in-app notifications.
And so much more
30+ extra lead-ops features, all included.
FAQ
Lead Management questions, answered.
What is FXCRM Lead Management?
A complete sales-desk system for Forex brokers — capture, route, score, nurture and convert leads into live trading accounts in one click, with full CSV import/export, tagging, notes and audit.
Does it support CSV import and export?
Yes. Bulk CSV / Excel import with field mapping, duplicate detection and validation. Full CSV / Excel / PDF export of any filtered view, with saved views and scheduled email delivery.
How does one-click conversion work?
From a lead profile, click Convert. A live MT4 or MT5 account is provisioned, KYC inherited, IB and UTM attribution preserved, and welcome credentials emailed automatically.
Can leads be auto-routed?
Yes — round-robin, country, language, source, performance-weighted, shift- and timezone-aware routing with SLA-based re-assignment.
Is lead scoring included?
Yes. An AI model scores every lead 0–100 based on 30+ signals and refreshes in real time as new touches happen.
Do conversations get logged?
Every call, email, SMS, WhatsApp and Telegram touch is logged automatically to the lead timeline, searchable and exportable.
Convert more leads, faster
The best Forex lead system.
One-click conversion, smart routing, CSV import/export, AI scoring and a full sales-desk workflow — built for Forex brokers.
Convert more leads
From first click to funded account.
Auto-assignment, smart pipelines, FTD tracking and integrated calls — built for forex sales teams that close.
Built for scale
Enterprise-grade infrastructure.
Single-tenant deployments, dedicated databases and 99.9% uptime — designed for brokers handling millions in volume daily.
White-glove onboarding
Migrate from any CRM. Free.
Our team handles data migration, MT4/MT5 bridge configuration and staff training so you go live in days, not months.
Compliance ready
KYC, AML and audit trails.
Built-in integrations with SumSub, Shufti Pro, IDenfy and Onfido. Every action logged, every report exportable.