Prop Firm CRM Software
A purpose-built CRM and back office for prop trading firms. Manage your entire operation — trader onboarding, challenge management, funded accounts, risk monitoring and payouts — from one unified platform.
Why Generic CRMs Do Not Work for Prop Firms
General-purpose CRMs like Salesforce or HubSpot were not built for the nuances of prop trading — challenge evaluation, drawdown tracking, MT4/MT5 account integration or multi-phase funding programs. Prop firms that use generic CRMs end up building expensive custom workarounds or managing critical data in spreadsheets. Our CRM is designed specifically for how prop firms actually operate.
Key Features of Our Prop Firm CRM
- Trader Lifecycle Management — from registration to funded status in a single workflow
- Challenge Phase Tracking — monitor each trader’s progress through evaluation phases in real time
- Drawdown & Risk Monitoring — automated alerts and account suspension when limits are breached
- MT4 / MT5 Account Management — create, manage and close accounts directly from the CRM
- KYC & Compliance — document verification and AML checks for funded account holders
- Payout Management — track profit splits and process trader payouts
- Retry & Reset Handling — manage challenge retries, resets and restarts automatically
- Reporting & Analytics — pass rates, active traders, revenue and risk exposure dashboards
Scales With Your Prop Firm
Whether you have 100 traders or 50,000 active challenge accounts, the platform scales without you needing to hire a larger operations team. Automated rules handle routine decisions — pass/fail, suspension, payout triggers — so your team focuses on growth, not administration.
Explore our full Prop Challenge Broker System to see the complete feature set including the trader dashboard, challenge configuration and leaderboard modules.
See the Prop Firm CRM in Action
We will demo the CRM with your specific challenge structure and operational workflow.