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Shark CRM

Power Your Business With A Comprehensive Forex & Crypto CRM

Handle your Customers, Platform Admins, and even Introducing Brokers all through a single software, specially designed to serve exchange and brokerage businesses.
Let’s Begin!
0 +
Customers
0 +
Trading Pairs
0 24/5
Trading hours
Shark Traders
Shark Connect
ST White Label
Bridge/Gateway
Tools4Brokers
MetaTrader 4
MetaTrader 5
About Shark CRM

A Feature-Packed, Reliable Platform for Brokers & Exchanges

From trading to withdrawals, deposits, and everything else, this all-in-one management solution can help you manage everything.

Admin Area

An Excellent CRM to manage all your business operations

Internal affiliate program

Easier partner management to support continuous growth

Enhanced client experience

Create an optimal trading environment with a streamlined client interface.

Mobile app accessibility

Also available as a mobile app for added convenience

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

Request A Free Demo!

High-Performance

Forex/Crypto CRM By Shark Technologies

Top-notch Quality

At SharkTechnologies, we have resourced the most advanced tech stack to build the powerful CRM solution, Shark CRM.
  • Rely on powerful Web APIs for data retrieval.
  • Use innovative design frameworks.

Dependable Service

We take special care of framework development and carry out multiple testing phases to deliver the final product.
  • Serving the industry for years.
  • Provide guides and educational sessions.

Security-Focused

We prioritize the security of your funds and business information. Thus, from initial setup to ongoing maintenance, our team checks for vulnerabilities and resolves them on time.
  • Provide an advanced monitoring system
  • Practice robust security protocols.

Starting A Brokerage From The Ground Up Takes A Lot Of Work!

In-house Forex/Crypto broker CRM demands to:

  • Hire and pay a team of 20+ employees
  • Fund infrastructure and equipment
  • Annually, spend on cloud hosting
  • Put up with the license hassle
  • Make the required tax payments
  • Wait for at least two years
  • Pay maintenance costs

With Shark Technologies' CRM solutions, you can skip it all.

Get a powerful and affordable crypto/forex broker CRM ready to launch in no time!

  • Trusted by worldwide customers
  • Backed by a team of 250+ professionals
  • Provide end-to-end support
  • Upgraded services and products

Frontend for Maximum Convenience

client_profiles

Provide client information, including their trading activities, payment methods, and more.

trader_dashboard

A customizable dashboard provides complete market analytics with live updates.

manage_payments

Support secure payments from all the major payment service providers.

service_desk

Address client concerns promptly and deliver comprehensive customer support.

trading_platforms

Not only create accounts on various platforms but also provide information for each.

wallets

Deliver complete balance information and transaction details across all accounts and platforms.

Robust Backend For Smooth Operations

client_profiles

Develop a detailed table citing complete information about your clients.

configuration

Set up various permissions and control user access to the brokerage system.

reporting

Produce comprehensive reports for better monitoring and analysis.

requests

Get to manage client activity requests for on-time detection and resolution.

bonuses

Attract new clients and reward existing ones by providing different trading incentives.

accounts

Manage finances with a detailed insight into different account types, wallets, and other factors.

transactions

For thorough and accurate financial analysis, provide tracking access to user transactions.

All Set To Start Your Crypto Brokerage?

Make it easier with Shark Technologies’ Crypto/Forex CRM software.
Get Started Now!

Integrations

Smart Integrations For Efficient Brokerage Management

Desktop-Level Functionality In Our Mobile Application

We not only build and configure but also provide the necessary upgrades to ensure best-in-class service.
  • Simple and user-friendly interface
  • Easy and flexible to customize
  • Multi-currency deposits
  • Smooth and handy operations
Request A Free Demo!

Frequently Asked Questions

What is a Forex CRM?
Basically, a Customer Relationship Management (CRM) system is software that helps businesses manage their customer information and business operations to improve customer experience. A Forex CRM, specifically, is a software solution designed to handle client accounts in the foreign exchange market. It allows businesses to check client needs and provide the best possible service.
Shark Technologies supports all types of data import. You just need to specify the necessary migration, such as user data import and we will ensure an efficient and secure transfer to Shark CRM.
We will assign you a personal account manager during the project onboarding process, who will supply all the required documentation detailing the CRM’s features. Furthermore, you will receive a thorough explanation of the platform’s features and capabilities from one of our product managers in person.
Just enter the API key in the admin panel to connect the payment systems, and the chosen payment method will be linked immediately.
In case of any bug in the product, you can reach out to our 24/7 active service desk for immediate help. Your personal account manager will also be available to help resolve any problems you may have.
Delivering multi-asset liquidity and innovative fintech solutions to brokers, exchanges, and financial institutions globally.

Liquidity

TurnKey Solutions

Products

Company

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