LeadX CRM
Turn ad clicks and registrations into funded accounts: capture every lead, route it to the right salesperson, automate follow-ups, and see exactly where each prospect stands — from first click to first deposit.
LeadX CRM is the sales engine for brokerages: every lead captured, scored, assigned, and followed up — with nothing slipping through silence.
It connects your marketing (landing pages, campaigns, lead sources) to your sales floor (pipelines, tasks, call follow-ups) so the journey from registration to funded account is visible end to end.
Ideal for
- Brokerages running paid acquisition that need every lead worked, not just collected.
- Sales teams juggling follow-ups across calls, WhatsApp, email, and SMS.
- Marketing teams that need source-level visibility on which campaigns fund accounts.
- Growing firms adding salespeople who need structured pipelines from day one.
How it works
- Registration. Leads flow in from your landing pages, campaigns, and imports — deduplicated automatically.
- Configuration. Pipelines, assignment rules, and follow-up sequences mirror your sales process.
- Integrations. Marketing tools, telephony, and messaging channels connect to the activity timeline.
- Operational use. Salespeople work prioritized pipelines with scheduled follow-ups and full history.
- Reporting. Conversion by source, rep, and stage shows exactly what fills the funnel.
Prefer email? Email an expert about LeadX CRM.
Core features
- Lead capture from landing pages, campaigns, and manual entry
- Pipeline stages mapped to your sales process
- Lead assignment and round-robin distribution across sales teams
- Follow-up tasks, reminders, and activity timelines per lead
- Call, WhatsApp, email, and SMS touchpoint tracking
- Lead source attribution from first click to funded account
- Sales performance reporting by rep, source, and stage
- Nurturing automation for cold and no-deposit leads
Two ways to deploy LeadX
Standalone software
License LeadX 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 LeadX on your data.
A scoped demo on your actual workflows — no obligation, no generic slide deck.