Brokerage CRM Platform

The Ultimate CRM for Forex Brokers

Empower your brokerage with a next-generation CRM platform tailored for the Forex and financial markets. From client onboarding to IB structures, risk monitoring, and social trading—TechoCRM unifies everything your business needs to scale effortlessly.

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Product Overview

AI-Powered Market Analysis Assistant

A smart market analysis assistant designed to support traders’ decision-making by delivering AI-driven insights directly on price charts. It provides analytical insights without executing trades, keeping full control in the trader’s hands.

AI Market Analysis Assistant

Protect Your Bottom Line.

Power Your Decisions, Upgrade Your Brokerage. Real-Time Risk Control for Modern Brokerages. The all-in-one intelligence engine that instantly reveals trading risks, analyzes client behavior, and strengthens every decision your brokerage makes——combining automated detection with expert-driven review for smarter, safer operations.

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Core CRM Capabilities

TopFast Tech: Your gateway to cutting-edge brokerage solutions and unmatched performance.

Intuitive User Navigation

Clean and easy-to-use interface designed to improve user experience and reduce friction.

Advanced Admin Settings

Full control over system configurations, roles, permissions, and workflows.

Customer Journey Automation

Automate onboarding, engagement, and retention across the entire client lifecycle.

Task & Ticket Management

Built-in system for handling support requests, internal tasks, and team collaboration.

Multi-Channel Communication Hub

Manage client communication with email, SMS, and in-app notifications from one place.

Comprehensive Reporting & Analytics

Real-time data and insights to monitor performance, user behavior, and business growth.

Forex-Ready by Design

TopFast Tech: Your gateway to cutting-edge brokerage solutions and unmatched performance.

MT4 / MT5 Integration

Seamless connection with MetaTrader 4 and MetaTrader 5 for real-time trading data.

Advanced Copy Trading

Enable users to follow and replicate professional traders with flexible settings.

Dynamic IB Club System

Multi-level IB structure with customizable rules, rewards, and performance tracking.

Automated Commission Logic

Smart and flexible commission calculation and distribution.

Risk Monitoring Tools

Track exposure, detect anomalies, and manage trading risks in real time.

Sales & Marketing Campaign Builder

Create and manage campaigns directly in CRM to boost acquisition and retention.

AI-Based Market Analysis Service

Provide trading signals and insights to help users make smarter decisions

Dashboard

Here are some screenshots of our product dashboard.

Security You Can Trust

TopFast Tech: Your gateway to cutting-edge brokerage solutions and unmatched performance.

Role-Based Access Control

Support retention campaigns through

Audit Logs & Activity Tracking

Support retention campaigns through

Injection-Safe, Enterprise-Grade Security

Support retention campaigns through

Why This CRM?

TopFast Tech: Your gateway to cutting-edge brokerage solutions and unmatched performance.

Built In-House

Full flexibility with no third-party limitations. We control the product end-to-end, so you get faster updates and tailored solutions.

Strong Technical Support

Direct access to the core development team. Fast issue resolution and continuous improvements to support your growth.

Enterprise-Level Security & Permissions

Advanced access control with custom roles, audit logs, and secure workflows to ensure full operational safety.

Comprehensive Monitoring & Reporting

Real-time insights across clients, IB networks, sales performance, risk signals, and financial activity — all in one place.