Lead and sales CRM
Capture, attribute, assign and progress leads with pipelines, tasks, follow-ups and conversion visibility.
Forex CRM software for brokers
Connect the complete broker-client journey.
Paperbot designs Forex CRM systems around the way your brokerage acquires, onboards, supports and grows client and partner relationships.
One operational layer
From first enquiry to informed client service.
Client 360
Bring client identity, documents, communications, accounts, service history and operational status into one profile.
Digital onboarding
Shape application journeys, declarations, document collection and integrations with approved KYC providers.
IB and partner management
Support referrals, partner hierarchies, attribution, performance views and commission information.
Funding operations
Coordinate deposit and withdrawal requests through controlled review, status and audit-friendly workflows.
Connected communications
Link business calling, WhatsApp, email and support conversations to the relevant client record.
Built around your operating model
A tailored system, not another disconnected tool.
Paperbot begins with your teams, jurisdictions, customer journeys, providers and existing technology. Modules and integrations are then prioritised into a controlled implementation roadmap.
- DiscoveryMap users, workflows, systems, controls and commercial priorities.
- Solution blueprintDefine modules, roles, data flows, integrations and delivery phases.
- ImplementationDesign, build, integrate and test with regular stakeholder demonstrations.
- Launch and supportTrain teams, document the system and improve it using operational evidence.
Frequently asked questions
Clarity before implementation.
What does a Forex CRM connect?
A Forex CRM can connect lead management, client profiles, onboarding and KYC workflows, trading-account operations, partner management, communications, funding request workflows and operational reporting.
Can Paperbot integrate with our existing systems?
We can assess integrations where the relevant trading platforms, KYC providers, payment providers, telephony services and other systems provide suitable authorised APIs.
Does Forex CRM software provide regulatory authorisation?
No. Software does not provide regulatory authorisation. Each client remains responsible for the licences, approvals, legal advice and compliance controls required for its activities and jurisdictions.
Plan your connected CRM