Your sales and retention desks,
in one CRM.
Lead management, sales and retention desks, client accounts linked to trading accounts, and deposits and withdrawals with an approval flow — in Arabic and English.
- Handles 20,000+ leads
- Sales & retention desks
- Arabic + English (RTL)
Website leads land
in the CRM automatically.
Every sign-up from your broker website arrives in EVO-CRM with its source, ready for a status, comments and an owner.
The right access
for every role.
Admin, team leader, sales agent and retention agent — each role sees the leads and clients it works on.
Deposits and withdrawals
with an approval flow.
Client accounts are linked to their trading accounts, and every deposit and withdrawal goes through approval.
Everything your desk works in.
Lead management
Statuses, sources, comments and owner assignment.
Sales & retention desks
Separate desks for new clients and funded clients.
Linked accounts
Each client is linked to their trading accounts.
Reports
See how your desks and leads are performing.
Back office & risk built in
Spreads, symbol limits, leverage and account controls in the same system.
Activity log per lead
Every action on a lead tracked.
IP whitelist & security logs
Lock access to approved IPs and see every action your team and clients take.
Follow-up remindersComing soon
Automatic reminders by lead status.
Google login + OTP / 2FAComing soon
Stronger, simpler sign-in for your team.
Phone check & VoIPCustom
Check numbers are real, active and on WhatsApp, and call from the CRM.
Custom features for your workflowCustom
Need something that fits how your desk works? We build any custom feature on top of the CRM.
Everything your brokerage needs,
in one package.
EVO isn’t a single tool. You get the full stack — deployed together on your own server, in your brand, for one flat monthly fee.
- Live in 24 hours
- No setup fee
- Paid in crypto
Launch your brokerage on EVO, fully branded!
No setup fee. No revenue share. Paid in crypto.