Convert More. Retain Longer.
A purpose-built CRM that gives your sales, retention, and support teams a single view of every lead and client — so no opportunity slips through the cracks.
Client Command Center
Live workspace
Active
2,418
+6.4%
Pipeline
$8.9M
+3.1%
Convert
34.7%
+1.8%
Performance · 30d
Aria Okonkwo
Lukas Meyer
Sora Tanaka
Diego Alvarez
Everything your desk needs to grow revenue
Lead Distribution
Route incoming leads to the right desk instantly with rules-based assignment.
360° Client View
See trading activity, deposits, and conversations on one unified profile.
Sales Pipelines
Track every prospect from registration to first deposit with visual stages.
Retention Tools
Trigger targeted follow-ups and re-engage dormant accounts before they churn.
Team Performance
Measure desk and agent productivity with live conversion dashboards.
Granular Permissions
Control exactly what each role, office, and brand can see and do.
Client Command Center
Live workspace
Active
2,418
+6.4%
Pipeline
$8.9M
+3.1%
Convert
34.7%
+1.8%
Performance · 30d
Aria Okonkwo
Lukas Meyer
Sora Tanaka
Diego Alvarez
Stop losing clients between the gaps
Disconnected spreadsheets and siloed tools cost you conversions every day. FXNEX CRM unifies acquisition, conversion, and retention in one platform so your teams act on the same data in real time. The result is faster response, higher first-deposit rates, and clients who stay.
- Real-time sync across sales, retention, and support
- Multi-brand and multi-office structures from day one
- Full audit trail on every client interaction
See the CRM your competitors wish they had
Book a live walkthrough and see how leading brokers convert and retain with FXNEX.