Lead ManagementEvery Forex lead. One sales desk. Zero leaks.
Capture leads from every channel, score them with AI, route them to the right agent in the right timezone, and convert them into a funded MT4 / MT5 account in a single click — with KYC, IB and UTM attribution carried through end-to-end.
Average uplift on desks moving to FXCRM Lead Management.
<90s
First response
SLA-timed routing plus click-to-call cuts response to under a minute.
2.4×
Agent capacity
Auto-scoring and inbox filters double the leads worked per agent per shift.
+22%
Recycled revenue
Re-engagement campaigns and lead recycling recover otherwise-dead leads.
The full lead lifecycle
From form fill to funded account.
Five stages, one system. Every lead flows through the same disciplined pipeline — from the first click on an ad to a funded MT4 or MT5 account.
01
Capture
Web forms, landing pages, API, Meta & Google Ads, TikTok, affiliates, IBs, manual entry, CSV, Zapier and Make.
02
Qualify
Auto-score, tag, dedupe, validate phone & email, verify country and language before an agent ever touches the record.
03
Route
Round-robin, country, language, source, performance-weighted, shift-aware routing to the right desk and agent.
04
Engage
Call, email, SMS, WhatsApp, Telegram — every touch logged automatically to the lead timeline.
05
Convert
One click → live MT4/MT5 account, KYC inherited, IB & UTM attribution preserved, welcome credentials sent.
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 and 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
Auto-assign account manager on conversion
Trigger onboarding email drip immediately
Convert modal · preview
John Doe → Live MT5
Group
Standard.USD
Leverage
1:500
Currency
USD
Welcome bonus
$50 (auto)
IB
Master IB · #1024
UTM
gold-2024
Estimated time: ~2 seconds · Audit entry: yes
Power inbox
Every lead, every detail.
A high-density inbox tuned for Forex sales floors — filters, saved views, bulk actions and one-click conversion, all inline.
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 on the fly
Duplicate detection & merge rules
Auto-assign on import by rule
Per-row error report with fix-in-place
Re-run on failures only
Encoding auto-detect (UTF-8, latin1, CP1251)
Excel .xlsx, .xls and Google Sheets support
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 one click
Column picker per export
Saved views & shared team views
Scheduled email delivery (daily/weekly)
REST API & webhook export
GDPR-aware PII redaction
S3 / SFTP / Google Sheets sync
Public secure share links
Smart routing
The right lead to the right agent.
Twenty-plus routing rules combine into a single engine — geo, language, source, performance, shift and SLA — with automatic re-assignment when a lead sits idle.
By country / language
Auto-route Arabic leads to the Arabic desk, EU to EU shifts, APAC to APAC — with fallback rules for coverage gaps.
By source / UTM
Different rules per ad campaign, landing page, affiliate or IB tree — segment every acquisition channel.
Round-robin
Fair allocation across active agents on shift, with skip logic for full pipelines or overdue callbacks.
Performance-weighted
More leads to top performers automatically — weighted by FTD rate, retention or custom KPI.
Shift & timezone
Only route to agents currently on shift in the matching timezone — no lead cools while a desk sleeps.
Re-assign on idle
Auto re-assign if there's no touch within SLA — with escalation to the desk manager.
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.
Official WhatsApp Business API + Telegram bots — 2-way conversations logged to the lead.
SMS & push
Twilio, Vonage, MessageBird for SMS; web push and in-app notifications with segmentation.
Ad platforms & sources
Capture leads from everywhere they live.
Native connectors for the ad platforms Forex desks actually use — plus webhook and API in for anything else.
Meta Lead Ads
Google Lead Ads
TikTok Lead Ads
LinkedIn Ads
Landing pages
Web forms
Chatbot
WhatsApp inbound
Facebook Messenger
Zapier
Make (Integromat)
Webhook / API
And so much more
30+ extra lead-ops features, all included.
Every switch, filter and workflow a modern Forex sales desk needs — no add-on pricing.
Mark / unmark leads Add notes & files Custom fields ∞ Tags & categories Lead statuses & pipelines Dispositions Callbacks & reminders Calendar sync Duplicate detection Merge leads Lead history & audit Bulk edit Bulk assign Bulk tag Bulk delete Bulk email/SMS Sales scripts Call dispositions Voicemail drop Email signatures Lead aging alerts SLA timers Lead pools Re-engagement campaigns Lead source attribution UTM tracking Affiliate tracking GDPR consent log Webhooks & API Zapier / Make Meta & Google Lead Ads TikTok Lead Ads Landing pages Chatbot capture Facebook Messenger Lead recycling Blacklist / blocklist IP geolocation Device fingerprint
Sales-desk playbook
A workflow tuned for Forex conversion.
Built with retention managers, dealing-desk leads and compliance in the same room — this is how a high-performing Forex sales floor actually works.
Under-90-second first response
Inbound lead → auto-scored → routed → agent's queue with sound cue and pre-filled script. Every second past 90 hurts FTD rate — we optimize for that.
Disposition-driven pipelines
Every call ends in a disposition — hot, callback, no-answer, do-not-call. Pipelines and re-engagement fire from the disposition, not manual status changes.
Lead recycling that actually works
Dead leads aren't dead — they go into cool-down pools and re-enter the queue at the right moment for a different agent, with fresh context.
Why Forex is different
Generic CRMs weren't built for a dealing desk.
Forex leads move fast, live global, and buy on trust. That's why a Forex lead management system needs different primitives from a generic SaaS CRM.
Multi-language, multi-timezone
Your desks work Arabic, Spanish, Chinese, English shifts on the same lead pool — routing has to respect all of it.
KYC / AML woven in
Every lead carries KYC state, sanctions status and consent — not a bolted-on integration but a first-class field.
IB attribution is sacred
A lead brought by an IB stays credited through conversion, deposit and every future action — the commission engine depends on it.
Voice is the primary channel
Forex closes on the phone. Click-to-call, recording, dispositions and voicemail drop are core, not optional add-ons.
Compliance-grade audit
Every touch, script version and disposition is auditable — regulators expect it and so do you.
Live sync with MT4 / MT5
The lead's live trading state is one field away — no context switch, no separate tool for the dealer to check.
FAQ
Lead Management questions, answered.
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.