About Match-Trade CRM
Match-Trade CRM is a broker-grade CRM for FX/CFD brokers and prop trading firms, built to centralize client and partner management and automate core workflows – from lead handling and onboarding to reporting and retention. It supports growth and operations with IB/affiliate management, retention mechanics, and performance analytics. As a Match2Pay technology partner, Match-Trade Technologies helps businesses deploy a more unified payments + CRM stack with less integration effort and faster time-to-market.
Key capabilities include:
- Automated onboarding and conversion-focused lead flow
- Partner management (IB / affiliate-style structures and portals)
- BI/KPI analytics with custom dashboards
- Prop-ready extensions (challenges, leaderboards, rules tracking)
Benefits:
Automated onboarding & conversion workflows: Streamline lead handling and onboarding to improve conversion.
Partner growth tools (IB-ready + affiliate capabilities): Scale acquisition with partner structures and dedicated partner areas.
Custom dashboards + built-in BI/KPI analytics: Track KPIs and cashflows, including partner commissions.
Client activity & finance visibility: Monitor balances, ledgers, and client activity from a single back-office view.
Ecosystem-ready payments (Match2Pay): Support crypto flows and expand payment optionality via supported PSP integrations.
Retention & monetization levers (bonuses, cashback, promo mechanics): Support retention and campaign performance with built-in incentives.
Operational control (roles, notifications): Set roles and automated notifications to speed up operations.
Scalable client portal customization: Adapt client-facing portals and programs as your business grows – especially useful for dynamic offerings.
Prop challenge & competition tooling: Run multi-phase challenges with rules tracking and public leaderboards.
