Business CRM
The back-office companion to your trading stack: tasks, projects, customer records, income and expenses — organized so the business behind the brokerage runs as smoothly as the trading floor.
Business CRM handles everything around the trade: internal tasks, project tracking, customer records beyond trading accounts, and the income-and-expense picture of the operation.
It's the system your managers open in the morning — who's doing what, what it costs, and what's moving.
Ideal for
- Brokerage management teams coordinating work across departments.
- Operations managers tracking projects, vendors, and internal deadlines.
- Finance teams that need income and expense visibility in one place.
- Growing firms replacing scattered tools with one operational system.
How it works
- Registration. Teams and departments are set up with roles and permissions.
- Configuration. Task workflows, project templates, and expense categories match your operation.
- Integrations. Connects alongside your trading CRMs so records stay consistent.
- Operational use. Teams run daily work — tasks, projects, expenses — from one dashboard.
- Reporting. Workload, project status, and financial summaries stay visible to management.
Prefer email? Email an expert about Business CRM.
Core features
- Task management with assignments, priorities, and deadlines
- Project tracking across departments and vendors
- Customer records beyond trading accounts
- Income and expense recording with categorization
- Team calendars and internal scheduling
- Document attachment to tasks, projects, and records
- Operational reporting for management review
- Role-based access across the organization
Two ways to deploy Business CRM
Standalone software
License Business CRM on its own — we scope, deploy, and support it around your existing operation.
BridgingFX turnkey
Bundle it into a complete launch package with platforms, liquidity, payments, and support.
Common questions.
Pricing is quoted per deployment based on the modules you need, team size, and whether you take it standalone or as part of a BridgingFX turnkey package. Request a demo and we'll scope it in writing — no hidden tiers.
Related products
See Business CRM on your data.
A scoped demo on your actual workflows — no obligation, no generic slide deck.