CRM for MT5 brokers

The broker CRM you can test before you talk to us.

Trader's room, sales pipeline and back-office on the MT5 Manager API. Open a live sandbox in one click, no sign-up.

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Three portals, one sandboxEnglish and Arabic (RTL)
demo.fonzu.net/sales/kanban
Sales pipelineTrader's roomBack-officeCommissions
3portals: client, sales, admin
7Kanban stages from lead to converted
EN · ARtrue RTL, not a translation overlay
MT5Manager API, outside the order path
Live demo experience center

Pick a portal. You are already logged in.

Each visitor gets a private copy of the data. Approve a deposit, move a lead, change a setting: nobody else sees it, and it resets daily.

demo.fonzu.net/client
Client portalSales & retentionAdmin back-office
Launch instant test drive: Client portal No sign-up. Pre-logged-in sandbox, fictional data, resets daily.

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The platform

Nine modules that cover the whole broker workflow.

Trader's room

A trader's room your clients actually use.

Multi-account MT5, deposit proofs, built-in live chat, mobile-first layout and full Arabic/English with true RTL.

  • Open new MT5 accounts and see live balances
  • Deposits with proof upload; withdrawals confirmed by a one-time code
  • Live chat built in (Tawk.to): clients write from inside their room, your team answers from the Tawk.to dashboard
  • Daily market analysis published to every client
  • Works on a phone without a separate app

Open in the sandbox

Client portal dashboard
Sales pipeline

See every lead's next step.

A 7-stage Kanban, round-robin or quota assignment, and follow-ups with overdue flags.

  • New, contacted, demo, KYC, deposit, converted, lost
  • Drag and drop with role-based permissions
  • Tasks due today in Baghdad time
  • Bulk lead upload with automatic assignment
  • A notes drawer with dated history, edit and undo, on every client, lead and Kanban card

Open in the sandbox

Sales Kanban board
Sales commissions

Commissions that match your contract.

Per-lot rates, monthly net-deposit tiers and Baghdad-time cutoffs, calculated for your sales team.

  • Personal and company lot rates
  • Monthly net-deposit target with live progress
  • Only deposits after assignment count
  • Same numbers for sales and admin

Open in the sandbox

Defaults - configurable per contract
$1.00
per personal lot
$0.50
per company lot
$10,000monthly net-deposit tier
UTC+3Baghdad-time month cutoffs
IB network

An introducing-broker program you can actually run.

Plans with levels, a multi-level referral chain, commissions credited by a live engine, and a dashboard for every IB.

  • Plan levels with four rates: three for FX and metals by account type, one for every other instrument
  • Up to 5 referral levels with an editable descending split
  • Closed deals credited by a live engine, with duplicate protection per deal
  • IB dashboard for the client and commission withdrawal requests

Open in the sandbox

IB dashboard in the trader's room
Copy trading

Copy trading that respects your risk.

Lot sizes floor-quantized to 0.01, with a minimum clamp, a max-lot ceiling and ticket-based full close.

  • Fixed multiplier or equity-proportional mode
  • Max-drawdown stop per follower
  • Masters apply from the trader's room; your team approves
  • Performance-fee ledger per master

Open in the sandbox

Example - how a copied lot is calculated
Master opens0.37 lot
Follower equity ratio× 0.12
Raw size0.0444
Floor to 0.01 step0.04
Clamp: min 0.01 / max ceiling0.04 lot
PAMM and MAMM

Managed accounts, both models, in one back-office.

PAMM pools investors into one fund priced per unit. MAMM mirrors one manager's trades into separate sub-accounts.

  • PAMM: NAV-per-unit accounting, units per investor, periodic repricing
  • MAMM: four allocation modes and a max-lot limit per sub-account
  • Performance fees that respect the high-water mark
  • Money moves only through your normal approval flow; the engines never transfer funds on their own

Open in the sandbox

Example - PAMM unit accounting
Investor deposits $1,000 at NAV1.0000
Units issued1,000.0000
Fund is repriced to NAV1.0800
Position value$1,080.00
MAMM allocation modes
Proportional by equityProportional by balanceLot multiplierPercentage
Risk and abuse detection

A heuristic engine that finds abuse and leaves the decision to you.

Rule-based scans (not AI) queue findings for review. The system flags; it never acts on a client account by itself.

  • Churn trading: share of trades closed in under 120 seconds, weighted by volume
  • Hedge lock and A-B signature inside one account or across linked accounts
  • Linked accounts by device ID, browser fingerprint and weighted IP: crowded IPs count for less
  • New rules start in shadow mode and enter the queue only when you switch them on
  • Mark reviewed or dismiss, with an audit trail

Open in the sandbox

Risk queue
Protected financial actions

Negative balances and bonuses, with a seatbelt.

A negative-balance write-off workflow and bonus actions on the latest approved deposit. Every step is previewed, confirmed and verified against MT5.

  • Zero a negative balance: the credit absorbs it; if the credit is smaller, all of it is removed
  • Bonus 100% (up to $500) or 30% (up to $5,000) of the latest approved deposit
  • Preview of before and after, then type the last 4 digits of the account to confirm
  • One bonus per deposit: a second click or a second tab cannot inject twice
  • Every MT5 reply is checked, a failed second step is rolled back, and balances are re-read

Open in the sandbox

Protected financial actions preview
Back-office

Control without touching execution.

Granular user toggles, KYC audit, bonuses, rewards and financial proof review, outside the order path.

  • Disable an account or trading with one toggle
  • Approve or reject deposits with proof beside the request
  • Give or remove bonus, rewards catalog and promotions
  • Sub-admin roles with per-section permissions, audit log and login activity
  • Daily automatic database backups

Open in the sandbox

Admin deposit review

See the full capability list

Why switch

Built for how brokers in the region actually work.

FonzuTypical legacy CRM
Try before you talkInstant sandbox, no sign-upScheduled demo or slide deck
Arabic and RTLFull EN/AR with true RTL in all three portalsPartial or add-on translation
Sales pipelineBuilt-in 7-stage Kanban with follow-up tasksSeparate tool or paid add-on
CommissionsPer-lot rates and net-deposit tiers, set per contractFixed templates

Right column describes common patterns in the market, not a specific vendor. Verify against any product you evaluate.

See the full comparison

Security and isolation

The demo never touches a real MT5 server.

Demo traffic runs in its own process with a simulated MT5 and a separate database per visitor, on a host with no route to production.

How isolation works

See it with your own hands first.

Open the sandbox in one click. When you want to talk architecture or white-label, we are one message away.

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