TenaxCode
Lead & Pipeline
Ownership, statuses, follow-ups, and conversion reporting.
KYC & Compliance
Review queues, approvals, roles, and audit trails.
Finance & Wallets
Deposits/withdrawals, transfers, exports, reconciliation logs.
Trading Account Ops
Trading account ops with connected client visibility.

What’s inside our Forex CRM

Explore the key interfaces your team and clients use every day.

Mobile App

A fully automated and highly customizable back-office solution tailored exclusively for forex brokers.

Learn more

Client Area

Partner Hub

Back Office

Mobile app preview

Deep Dive: Workflows by Department

A simple end‑to‑end view of how TenaxCode handles clients from first touch to long‑term retention.

01

Acquire & Convert

Bring leads in, assign ownership, and convert with clear activity history.

Marketing Sales
  • Source tracking and campaign attribution
  • Statuses, follow-ups, reminders, and conversion reporting
  • Lead notes and activity timeline
02

Onboard & Verify

Collect documents, run checks, and approve users with audit trails.

Compliance
  • KYC uploads, review queues, and approvals
  • Role-based access for sensitive actions
  • Audit trails and action history
03

Fund & Operate

Manage deposits, wallets, and trading account operations from one control center.

Finance Operations
  • Deposit/withdrawal requests with approvals
  • Wallet balances, transfers, and reconciliation exports
  • Trading account operations with connected visibility
04

Grow & Retain

Scale IB programs and keep clients engaged with unified service workflows.

IB Management Sales Support
  • IB tree, commissions, and performance reporting
  • Unified client profile for faster resolution
  • Reporting for retention signals and outcomes

Works with your trading stack

Designed to integrate cleanly with platforms and services you already use.

CRM Web Admin highlights

Built for brokers: run daily operations, approvals, and reporting from one secure web admin.

Workflows & Approvals

Queue-based actions for KYC, finance, and operational requests with clear ownership.

Roles & Permissions

Granular access control so teams see only what they need—across every module.

Client & Partner Management

Unified profiles, IB structures, and activity history to support fast handoffs.

Audit & Reporting

Track sensitive actions with audit trails and generate reports for operations.

CRM deployment packages

Pick a rollout plan for your brokerage—then we tailor modules, integrations, and white‑label.

Launch

  • Lead pipeline and client profiles
  • KYC workflow with review queues
  • Finance requests (deposit/withdrawal) basics
  • Standard integrations onboarding
  • White‑label branding (baseline)

Scale

  • Automation, routing, and SLA follow‑ups
  • Advanced reporting and dashboards
  • IB structure, commissions, and controls
  • Multiple integration pathways
  • Extended white‑label (portals + comms)

Enterprise

  • Custom workflows, roles, and approvals
  • Security hardening, audit, and compliance needs
  • Trading account ops and finance controls
  • Dedicated integration engineering
  • Migration, data mapping, and rollout planning

Feedback from operations teams

See how it fits your workflow

Share your requirements and we’ll map the modules, integrations, and rollout approach for your brokerage.

Request a demo