Powerful Forex CRM System for Brokers & Financial Services

The Ultimate Customizable Solution for Forex Brokers to Streamline Operations and Boost Lead Conversion

Do you need a breakthrough to advance your forex marketing and business flow?

IT-Flow CRM for financial services is the perfect option for Forex brokers who want to stay
in control and optimise their work. This highly customisable CRM allows you to improve
workflows and implement winning sales strategies. Relying on automation for data
monitoring and tracking, IT-Flow Forex CRM system is compatible with any interface to
help you work smarter and faster.

Watch Your Forex Brokerage Grow to Its Full Potential and Beyond

Do you need a breakthrough to advance your forex marketing and business flow?
Discover IT-Flow CRM for financial services– the essential tool to streamline operations and tap into a global client base.


Make your daily tasks simpler and reduce operational costs. See your sales grow without increasing your working hours.


More than a tool for brokers, the IT-Flow Forex CRM system is a full-scale marketing and data platform, bringing together all the information you need at your fingertips.


You can develop your Forex operations with:

Multi-level IB management
Auto KYC and compliance
Flexible reporting
Scale Up Revenues

T-Flow CRM for forex brokers works for you to increase customer conversions and help you
increase revenues.

Put Your Team in Sync

Offer your team a multitasking tool that helps them drive success.

Let Automation Work for You

Speed up your business processes with automation. From data management to customer
reporting, IT-Flow CRM for financial services works for you.

Get Secure Software
Use Timeline to plan projct right how the pieces fitether.

IT-Flow Forex CRM System Key Features

Streamline Sales Processes

Automate lead generation, conversion tracking and every aspect of the customer journey to
maximise your revenues.

Omnichannel Marketing

Launch your Forex marketing campaign on every communication channel. Use A/B testing and get real-time data about your campaigns’ performance.

VoIP Integration

IT-Flow CRM offers a fully integrated VoIP system, allowing your team to talk to clients
directly and boost conversions.

Automated KYC and Compliance

Streamline compliance verification and automate document verification through Google
Cloud Vision Services.

IT-Flow CRM – the New Gold Standard for CRM Tools across Fast- Growing Industries

IT-Flow CRM for financial services offers integration with multiple payment gateways,
online trading platforms and VoIP providers