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Shark CRM
Powering Brokerages With an Enterprise-Grade Forex & Crypto CRM
Designed exclusively for regulated brokerage houses, licensed exchange operators, and proprietary trading firms. Manage brokerage onboarding, platform administrative teams, and Introducing Broker partnerships through a single secure CRM system.
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Brokerage Partners Worldwide
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Asset Types Supported
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24/7
System Uptime
About Shark CRM
Feature-Packed CRM for Forex and Crypto Brokerage Operations
From trade operations tracking to Client operational fund processing and everything else, this all-in-one back-office management solution equips your team to oversee every aspect of brokerage and exchange operations.
Internal affiliate program
Simplify Introducing Broker and institutional partner management
Enhanced client experience
Enable brokers to deliver a streamlined client management interface
Mobile app accessibility
Secure admin mobile app to access key brokerage management functions.
FOREX Brokers
Wallets
Mobile Apps
Banks
Hedge funds
PSPs/EMIs
Crypto CFD Brokers
Crypto Spot Brokers
Crypto Spot Exchanges
Crypto Margin Exchanges
Multi-Assets Brokers
Converters
High-Performance
Brokerage-Focused Forex & Crypto CRM By Shark Technologies
Top-notch Quality
At Shark Technologies, we have sourced the most advanced technology and tools to build Shark CRM, specifically for forex and crypto brokerage firms.
- Rely on powerful Web APIs for data retrieval.
- Use innovative design frameworks.
Our team employs an agile development process and conducts multiple testing phases to deliver a robust CRM architecture.
- Serving the forex and crypto brokerage industry for years.
- Provide guides and educational sessions for brokerage teams.
Shark Technologies aligns its reputation closely with that of your brokerage. We prioritize the security of your operational funds and sensitive business information.
- Provide advanced monitoring systems
- Implement robust security protocols
Launching Brokerage Operations Can Be Both Tricky and Costly
In-house Forex/Crypto broker CRM demands to:
- Hiring and managing a team of 20+ skilled professionals
- Investing heavily in IT infrastructure and equipment
- Funding secure cloud hosting annually
- Managing complex licensing & compliance processes
- Handling tax payments, financial reporting, and more
- Committing years to infrastructure development
- Covering ongoing maintenance, security, and upgrades
Turnkey CRM solution By Shark Technologies
Get a powerful and affordable crypto/forex CRM for brokers ready to launch in no time!
- Trusted by brokers worldwide
- Backed by a team of 250+ professionals
- Provide end-to-end support
- Upgraded services and products
Intuitive Frontend for Maximum Convenience
Client Profiles
Dashboard
Fund management
Service desk
Trading platforms
Wallets
Client Profiles
Dashboard
Fund management
Service desk
Trading platforms
Wallets
Powerful Backend for Seamless Brokerage Management
Clients
Configuration
Reporting
Requests
Bonuses
Accounts
Transactions
Clients
Configuration
Reporting
Requests
Bonuses
Accounts
Transactions
Ready To Launch Your Licensed Brokerage?
Simplify Brokerage Operations with the Crypto/Forex CRM Software from Shark Technologies!
Integrations
Smart Integrations to Power Crypto & Forex Brokerages
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Mobile CRM Application with Full Desktop Functionality
We not only build and configure but also provide the necessary upgrades to brokerage CRM software to meet the highest operational and regulatory standards.
- Intuitive interface for brokerage teams
- Customizable to brokerage workflows
- Multi-currency account support
- Optimized for back-office operations
Frequently Asked Questions
What is a Forex CRM?
A Customer Relationship Management (CRM) system is software that allows brokerages and financial institutions to manage their customer information and operations. A Forex CRM specifically manages brokerage client accounts in the foreign exchange market, allowing businesses to assess client needs and deliver optimal service.
How do I transfer users from my existing system?
Shark Technologies supports all types of brokerage data import. Simply specify the necessary migration, such as client account data import, and we will ensure an efficient and secure transfer to Shark CRM.
How can I learn more about Forex/Crypto CRM functionalities?
During onboarding, we assign a dedicated account manager who provides complete documentation of the CRM’s functionalities. Our product managers will also walk your brokerage team through the platform’s features to ensure smooth CRM solution implementation.
How to connect the payment systems?
Enter the API key in the admin panel to connect the brokerage payment systems, and the chosen payment method will be linked immediately.
What should I do if there is a problem with the CRM?
In case of any issue, your brokerage team can contact our 24/7 enterprise support desk for immediate assistance. Moreover, your dedicated account manager will also coordinate to resolve any issues that may arise.
Delivering multi-asset liquidity and innovative fintech solutions to brokers, exchanges, and financial institutions globally.
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