The Forex CRM for record-setting conversions, effortless management & industry-leading retention
AltimaCRM goes beyond Forex administration.
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The Forex CRM
The Prop CRM designed to manage evaluations, automate payouts, and retain high-performing traders
AltimaCRM, Engineered for prop firms focused on scale, compliance, and operational efficiency...
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Prop CRM
The IB System that drives performance across every tier of your partner network
Structure. Automate. Monitor. Everything your IB network needs — at scale and in real time.
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IB System
AltimaCRM’s Client Portal combines speed, security, and control — so traders stay engaged and brokers stay ahead
A seamless portal experience — from registration to KYC to deposits, reporting, and beyond
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Your One Stop Forex CRM Solution

18+ years delivering operational scale and efficiency
for Forex Brokers and Prop firms

With over 18 years of fintech expertise, AltimaCRM has been a trusted forex crm provider offering scalable and efficient solutions tailored for forex brokers and prop firms. Our forex crm system enables brokers to reduce operational complexity by automating client management, compliance and multi-level IB programs. Designed for scale and flexibility, AltimaCRM supports expanding brokerages worldwide, delivering reliable performance and seamless integration with trading platforms such as MT4 and MT5.
1.2M+
Leads Managed
10M+
Transactions Facilitated
45k+
Daily Active Users
250+
Clients
SUPERCHARGE SALES

What’s your highest lead conversion rate?
Let’s raise it.

AltimaCRM makes every second count

  • Fewest clicks to drive the most conversions in the least amount of time
  • Instant VOIP with expansive Caller System
  • Optimise every Custom Journey touchpoint effortlessly

AltimaCRM eliminates administrative drag

  • Centralized multiplatform communication
  • Keep track of thousands of leads easily and automatically
  • Instant automation
  • Effortless tracking
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AltimaCRM
EMPOWER MANAGEMENT

How efficient is your compliance & communication?
Let’s improve it.

Compliance and communication challenges can slow down broker growth and increase risk. As a leading best forex crm provider, AltimaCRM integrates AI-powered KYC/AML verification with VoIP, chat, SMS and email communication—all in one unified system. This allows brokers to automate document checks, maintain audit trails and comply effortlessly with global regulations such as GDPR and PCI DSS. Our platform also centralizes communication history, empowering agents to respond quickly, ensuring client trust while reducing administrative burden.
Friction-free connection with leading compliance platforms
Synergize conversions, data and reporting across all business functions
Eliminate data silos empowering actionable insights
Remove throttling with end-to-end automation
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EMPOWER MANAGEMENT
OPTIMISE LTV

What’s your highest retention goal?
Let’s exceed it.

Customer retention hinges on personalized, timely interactions and relevant client insights. AltimaCRM’s forex crm system leverages omni-channel marketing, AI-driven segmentation and performance dashboards to optimize client engagement. Brokers can manage customized client journeys with flexibility to send targeted offers, reminders and updates via SMS, WhatsApp, email and in-app notifications. The result: improved loyalty, longer client lifecycles and measurable increases in lifetime value.

AltimaCRM optimises retention data relevancy

  • Instantly identify the most important trading and monetary data
  • Flexible CRM system prioritizes most important data for Retention Team
  • Centralize data displays exactly what Retention Team Members need in real time
AltimaCRM optimises retention data relevancy

AltimaCRM drives maximum LTV

  • Instant insights on all account data including tractions, margins and balances
  • Custom queries and filters provide deep insights
  • Intelligent systems empowers your team to help traders make better decisions
AltimaCRM drives maximum LTV

Your All in One Forex CRM Suite to bring method into operational chaos

Forex CRM
Your 360° command center for brokerage ops.
All-in-one KYC, deposits, trades, and compliance with real-time insights and 24/5 control.
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Broker Backoffice
Prop CRM
Launch, track, and scale prop-trading challenges.
Launch challenges, track drawdowns, and automate scaling and payouts — all in one console.
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Prop CRM
Partner Portal
IB growth. Recruit, reward, and retain partners.
Brokers and affiliates run campaigns and track multi-tier rebates to drive referral growth.
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Partner Portal
Client Portal
Built to provide everything a trader needs.
Mobile-first account access for seamless onboarding, funding, and self-service in seconds.
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Client Portal

Total Integration. Maximum value.

AltimaCRM compliments and enhances the tech stack of forex brokers worldwide.

Our platform seamlessly integrates with major forex trading platforms like MT4, MT5, cTrader and payment gateways worldwide, ensuring real-time data flow across all critical brokerage operations. As a top forex crm provider, AltimaCRM’s API-driven architecture supports the rapid addition of third-party tools, including compliance providers and VoIP systems, delivering unparalleled flexibility and ROI for brokers regardless of size.

Trading Platforms
and many more +
Payment Gateways
and many more +
VOIP Providers
and many more +
Trading Tools
and many more +
KYC & AML
and many more +
AltimaCRM

Value Drivers Across Organizational Departments

Management

Connect with the right prospects in seconds, not hours. All the right tools in place to ensure maximum client conversion.

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Management

Sales Desk

Connect with the right prospects in seconds, not hours. All the right tools in place to ensure maximum client conversion.

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Sales Desk

Customer Success & Retention

Connect with the right prospects in seconds, not hours. All the right tools in place to ensure maximum client conversion.

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Customer Success & Retention

IB & Affiliate Desk

Connect with the right prospects in seconds, not hours. All the right tools in place to ensure maximum client conversion.

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IB & Affiliate Desk

Compliance

Connect with the right prospects in seconds, not hours. All the right tools in place to ensure maximum client conversion.

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Compliance

Finance

Connect with the right prospects in seconds, not hours. All the right tools in place to ensure maximum client conversion.

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Compliance

Marketing and Growth

Connect with the right prospects in seconds, not hours. All the right tools in place to ensure maximum client conversion.

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Marketing and Growth
ManagementSales DeskCustomer Success & RetentionIB & Affiliate DeskComplianceComplianceMarketing and Growth
OUR TESTIMONIALS

What our Clients say

Daniel R.
AltimaCRM completely transformed our sales pipeline. With automated lead routing and real-time trader activity, our conversion rate jumped by 27% in the first 30 days. No more guesswork — just actionable insights
Alex M.
AltimaCRM is built for serious compliance. Instant OCR, sanctions checks, audit trails — it’s everything you want in one place. We passed our last audit in record time.
Alise N.
The integration with MT5, VOIP, and our KYC provider was seamless. We used to juggle 5 different systems — now it’s all in one dashboard. AltimaCRM helped us cut onboarding time in half.
Mark E.
Finally — a CRM that actually connects marketing to revenue. The campaign attribution and built-in outreach tools let us track every click to every deposit. Clear ROI, no extra tools.
Daniel R.
AltimaCRM completely transformed our sales pipeline. With automated lead routing and real-time trader activity, our conversion rate jumped by 27% in the first 30 days. No more guesswork — just actionable insights
Alex M.
AltimaCRM is built for serious compliance. Instant OCR, sanctions checks, audit trails — it’s everything you want in one place. We passed our last audit in record time.
Alise N.
The integration with MT5, VOIP, and our KYC provider was seamless. We used to juggle 5 different systems — now it’s all in one dashboard. AltimaCRM helped us cut onboarding time in half.
Mark E.
Finally — a CRM that actually connects marketing to revenue. The campaign attribution and built-in outreach tools let us track every click to every deposit. Clear ROI, no extra tools.

Frequently Asked Questions

What is AltimaCRM?

AltimaCRM is an all-in-one forex CRM solution designed to streamline brokerage operations and boost conversions.

Why choose AltimaCRM as your forex CRM provider?

It offers seamless integration with popular trading platforms, multi-channel communication, and AI-powered automation.

Can AltimaCRM integrate with MT4 and MT5?

Yes, AltimaCRM integrates smoothly with MT4, MT5, and other trading platforms for real-time data sync.

How does AltimaCRM improve client management?

By centralizing client data, automating workflows, and providing personalized communication tools.

Is AltimaCRM secure?

Yes, it uses advanced encryption and complies with global regulations like GDPR and PCI DSS.

Is AltimaCRM scalable for growing brokerages?

Absolutely, it supports brokers of all sizes with customizable features and multi-currency support.

How do I get started with AltimaCRM?

Schedule a demo with our team to explore a tailored forex CRM system for your brokerage.

Exceed your goals. Schedule a demo.

It's time to take the first step towards your most important KPIs.
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