EVO CRM for forex brokers: leads, desks and deposits in one place

Why leads, desks and deposits belong in one place

A typical brokerage stack grows by accident: a CRM from one vendor, a trading platform from another, a spreadsheet for payments and a chat group for approvals. Information never flows cleanly between them, and clients notice the delays.

EVO CRM takes the opposite approach. The lead, the client, the trading account and the transaction are the same record seen from different angles. When a lead registers on your website, it appears in the CRM. When it becomes a client, the client is linked to their trading accounts. When that client deposits, the request arrives in the same system with an approval step. There is no second login and no data to copy across.

Leads: from website sign-up to an owner

Every registration on your broker website lands in EVO CRM automatically, with its source attached. From there your team works each lead with the tools a sales desk actually uses every day:

• Statuses so everyone knows where a lead stands, from first contact to follow-up.
• Sources so you can see which campaigns and pages bring the best leads.
• Comments so the context of every call stays with the lead, not in an agent's head.
• Owner assignment so each lead has one person responsible for it.
• An activity log per lead that tracks every action taken on it.

EVO CRM is built to handle 20,000+ leads, so the desk stays fast as your marketing grows. Reports show how your desks and leads are performing, so managers can see where conversion is strong and where it stalls.

Some features are on the way. Follow-up reminders by lead status and Google login with OTP / 2FA for your team are coming soon. Phone checks and VoIP, to verify that numbers are real, active and on WhatsApp and to call from the CRM, are available as custom development.

Sales and retention desks, with the right access for every role

A brokerage has two very different jobs: turning new leads into funded clients, and keeping funded clients active. EVO CRM gives each its own desk. The sales desk works new clients, and the retention desk works funded clients.

Access follows the role, so each person sees the leads and clients they work on:

With roles and permissions, you decide who on your team can see and change what. New team members are invited by email with a role and can start on day one.

Deposits and withdrawals with an approval flow

Money movement is where trust is won or lost. In EVO CRM, every client account is linked to its trading accounts, and every deposit and withdrawal goes through an approval flow, so finance signs off on each transaction before it is completed.

You can accept deposits by any payment method: USDT and other crypto, cards, bank transfer or local payment methods. Any method can be connected, and all of them feed into the same approval flow. Clients request deposits and withdrawals from the client area in EVO WebTrader, and your team reviews each one as approved, waiting or rejected.

If an account needs to be paused, the back office lets you suspend it, so the client can still log in and see the account but cannot trade, deposit or withdraw.

Back office and risk, inside the same CRM

EVO CRM is not only a sales tool. The back office is part of it, which means the people who manage risk work in the same system as the people who manage clients. EVO runs execution in-house with built-in risk management:

• Spread control on every symbol.
• Limits per symbol: volume and trading limits for each instrument.
• Leverage per client.
• Margin call and stop out at your levels, handled automatically.
• Take profit and stop loss on every order, with full control over client positions.
• Suspended accounts (no trading, deposits or withdrawals) and disabled accounts (no login at all).

Risk groups and a dealing room for your dealers are coming soon. For a deeper look at the risk side, see our EVO CRM and back office guide.

Security: isolated server, IP whitelist and security logs

Your leads and clients are your most valuable data, and EVO protects them on three levels. Every broker runs on its own isolated server, a dedicated VPS, so your data never touches another broker's. You can whitelist the IP addresses allowed into the CRM and back office. And the security logs record every click and action by CRM users and clients: who did what, when and from which IP.

A day on an EVO CRM desk

Here is how the pieces fit together in a normal working day:

1. 1A visitor signs up on your website. The lead appears in EVO CRM with its source and is assigned to a sales agent.
2. 2The agent calls, sets a status and leaves a comment. Every step is recorded in the lead's activity log.
3. 3The client verifies their details in the client area and requests a USDT deposit.
4. 4Finance sees the deposit waiting for approval, reviews it and approves it. The linked trading account is funded.
5. 5The client trades on EVO WebTrader. Spreads, limits and leverage follow the settings in your back office.
6. 6The client moves to the retention desk, and the team leader checks the reports at the end of the day.

Getting started with EVO CRM

EVO CRM comes with every EVO plan, together with the branded EVO WebTrader, the back office, a price feed with 250+ symbols, a dedicated VPS and 24/7 support. It is fully white-label, so your team and your clients see your brand, not EVO. The CRM works in English and Arabic with full right-to-left support, and the platform also runs in German.

You can be live in less than 24 hours: you pay, we deploy, and your desk can start working leads the next day. EVO plans start from $2,500 per month. See pricing for what is included, or read our white label forex CRM buying guide to compare your options.

Need a feature that fits how your desk works? We build custom features on top of the CRM. Message us 24/7 on Telegram at @evoplatforms or contact us to see EVO CRM in action.

Frequently asked questions