The Forex CRM That Runs Your Entire Brokerage
From first touch to funded account and beyond — Astra Tech is the white-label forex CRM and back office for forex brokers that gives your sales, retention, compliance and operations teams a single system of record, with real-time trading context, AI-assisted onboarding, and automation that scales with you.
Run every desk, brand and client from one white-label CRM.
Astra Tech CRM gives your brokerage a single, fully branded workspace for sales, retention, compliance and back office — built to shorten onboarding, lift trader engagement and keep every team moving in the same direction.
Most CRMs were never built for brokerages.
Forex and CFD brokers operate under constraints that generic CRM platforms simply cannot handle. Your teams need live trading context alongside client profiles. Compliance requires jurisdiction-aware document workflows, not just a file upload field. Your teams need to see who's trading, who's dormant, and who needs attention — without switching between five different screens.
Retrofitting a horizontal CRM costs months in custom development and still leaves gaps: no native payment processing integration, no IB commission trees, no awareness of your trading platform's account states.
Purpose-built for the brokerage industry
Astra Tech CRM was built as white-label forex CRM software for this industry from the ground up. Every module, automation rule, and report reflects the operational reality of running a brokerage — because that is the only thing it was designed to do.
The engine behind your brokerage.
Speed, control and security — engineered into every layer of the CRM.
Native Platform Connectivity
Plugs straight into the trading platforms, payment providers and data feeds your brokerage already depends on — so adding a new market never means rebuilding.
Security by Design
Role-based access, full audit trails and protected client data are built into the core — not added as an afterthought.
Open API Architecture
Connect Astra Tech CRM to your internal systems and third-party tools through an API-enabled architecture built for custom integrations.
Shaped Around Your Workflows
Desks, stages, permissions and automation rules configured to match how your brokerage actually operates — not a generic template.
Designed for Daily Use
A clean, fast interface that agents learn in hours, so they spend their day on clients instead of on the software.
Three pillars of Astra Tech CRM
Run several brokerage brands from one platform while keeping every brand fully separated, configured and measurable on its own.
- One control centerCreate and switch between brands from a single interface, each with its own identity, setup and operating rules.
- Brand-level configurationSeparate domains, KYC requirements, payment providers, trading conditions and permissions for every brand.
- Portfolio-wide reportingCompare live metrics across brands to spot trends early and shift resources where they perform best.
- Launch without duplicationAdd a new brand on the existing infrastructure — faster go-live, consistent standards.
Move every client from lead to funded account and beyond without manual chasing — while agents focus on high-value conversations.
- Automated client journeysBranching flows for every stage: registered, verified, funded, active, VIP, dormant and reactivation.
- Smart assignment & routingLeads reach the right agent by language, region, skill or priority, with SLA escalation built in.
- Rules on live dataTrigger actions from client profile, behavior, account state and time windows.
- Tasks that create themselvesFollow-ups, reminders and manager alerts generated automatically at every milestone.
Verify clients faster without compromising on control — with jurisdiction-aware workflows and a complete audit trail.
- Jurisdiction-aware KYCDocument requests tailored automatically by region and client profile.
- AI-assisted quality checksBlur, glare, cropping and legibility issues caught before documents reach compliance.
- Policy-gated actionsDeposits and trading unlock only when verification requirements are met.
- Full audit historyEvery review, status change and decision recorded and ready for inspection.
Automate the entire client lifecycle — from lead to VIP to reactivation.
Manual follow-ups and spreadsheet-driven processes do not scale. Astra Tech's automation engine lets you define rules that move clients through every stage without human bottlenecks — while keeping your teams focused on high-value interactions.
Automated Client Journeys
Define branching journeys that orchestrate each transition: lead → registered → verified → funded → active → VIP → dormant → reactivation. Every stage triggers the right action automatically.
Intelligent Assignment & Routing
Automatically assign leads and clients to the right agent based on skill, language, region, book size, round-robin distribution, or priority rules. Reassignment triggers and SLA escalation ensure nothing falls through the cracks.
Unlimited Branching Rules
Build automation rules based on any combination of conditions across four dimensions: client profile, client behavior, account state and time windows.
Task & Event Automation
Generate follow-up tasks, internal reminders, manager alerts, and milestone-based escalations without manual intervention.
If client is in EU jurisdiction + balance exceeds $5,000 + no trades in 14 days → reassign to retention team, send personalized SMS, create follow-up task for assigned agent, escalate to manager if no action within 48 hours.
Every agent becomes your best agent.
When an agent opens a client record in Astra Tech CRM, they see everything — not a summary from last night's batch sync, but a live, contextual view of what that client is doing right now.
Live Behavior Feed
See what your clients are doing in real time: pages and screens viewed, funnel stage, deposit attempts, trading events.
Live Trading Context
Agents see login activity, last trade times, executed trades and volume by instrument, current balance, equity, margin level, open positions, and net exposure — all without leaving the CRM.
Agent-Ready Insights
Real-time notifications and "next best opportunity" prompts directly in the agent's view — act on intelligence as it emerges, not after the fact.
KYC onboarding that clients actually complete.
Every day a client waits for verification is a day they might fund a competitor's account. Astra Tech combines a frictionless client experience with AI-assisted quality checks to compress onboarding from days to minutes.
Frictionless Document Collection
Clients upload documents from any device. Upload requests are tailored by jurisdiction and client profile, with automated tracking and self-serve resubmission.
AI-Powered Quality Checks
Before a document reaches your compliance team, Astra Tech's AI layer checks for blur, glare, cropping issues, and unreadable content — reducing rejection cycles and time-to-verification.
Policy-Driven Workflow Automation
Define verification policies that gate account actions until requirements are met. Automated reminders prompt clients, and a full audit trail records every change.
• Image blur or low resolution
• Glare or reflections obscuring text
• Document edges cropped or cut off
• Unreadable or partially covered text
• Expired document dates
• Mismatched document type
Scoring & Loyalty
Dynamic segments, lead/client scoring, next-best-action alerts, and a configurable loyalty rewards engine.
Explore feature →Omnichannel Comms
One conversation across every channel — email, SMS, chat and calls — unified in a single client timeline.
See integrations →See the CRM in action.
Book a demo with our team and see how Astra Tech CRM runs lifecycle automation, real-time trading context and AI onboarding for your brokerage.
Book a Demo →