Client management
Every client and lead in one fast, configurable list, with the full history one click away.
- Saved, shareable views and filters
- Mass actions on a selection or a whole filter
- Complete client profile with an audit trail
CRM
Run your whole brokerage from one back office
Client management, a branded Client Area, KYC, payments, IB programme and reporting, in one self-hosted system connected to your MT5 server.
Built for brokers
Every client, every deposit, every partner. One system.
Stop stitching together separate tools for sales, compliance, finance and partners.
intzero CRM brings your back office and your clients' portal together, synced with MT5 in real time. Your team sees the same client your client sees, and every action is logged.
- Back office: clients, leads, managers and permissions
- Client Area: registration, KYC, funding and accounts
- Partner Area: multi-level IB commissions and marketing tools
- Reporting: finance, volume, registrations and team performance
- Your server: self-hosted, on your own domains
Capabilities
Everything your back office needs, built in
Client Area
A branded portal on your own domain where traders register, verify, fund and manage their accounts.
- Open accounts, change leverage, view history
- Deposits, withdrawals, transfers and support tickets
- Two-factor sign-in and a mobile-friendly layout
KYC & onboarding
Configurable forms, questionnaires and document checks, with review queues for your compliance team.
- Scored appropriateness tests
- Versioned agreements per language
- Ask for them at registration, first deposit or IB application
Payments
Deposits and withdrawals with approval workflows, fees and reconciliation against MT5.
- Approve, decline or split requests
- Reconciliation with your trading server
- Payment providers connected to your needs
IB & partner programme
A multi-level commission engine with a dedicated Partner Area for your introducing brokers.
- 12 commission rule types, per-symbol values, CPA/CPL
- Tracking links, landing pages and banners
- A rule-by-rule debugger to explain every payout
Marketing
Campaigns and tracking links that show which channels bring registrations and first deposits.
- Scheduled mass mail with opt-out handling
- Bonuses
- Google Tag Manager events
Reports & dashboards
Financial, registration, volume, IB network and manager-performance reports, ready when you need them.
- 13 built-in reports and dashboards
- Custom client and account reports
- Large CSV exports in seconds
Team & permissions
Give every manager exactly the access they need, and route new clients to the right person automatically.
- Around 120 permissions, templates and departments
- Limit managers by country, IB or client rules
- Automatic client assignment
Performance
Fast on a book of a million clients
Measured on a database of more than one million clients and leads, and against a live MT5 server.
< 5 ms
Client list, on a book of 1 million clients & leads
93 ms
From an MT5 deal to the CRM
~30 ms
From a deal to the IB commission
47,000
Deals processed per second
Deployment
Your server, your data, your brand
intzero CRM runs on your own Windows server, on your own domains.
One installer sets up the service, the admin panel and the Client Area, with HTTPS certificates included. Upgrades use the same installer, and automatic backups can be copied off the server.
Self-hosted
Runs on Windows Server 2019 or later. Client data never leaves your infrastructure.
Your domains
Admin and Client Area on your own addresses, such as my.yourbroker.com.
Secure by default
HTTPS, two-factor client sign-in, encrypted credentials and rate limiting.
Frequent backups
Automatic backups every few minutes, with fast restore.
FAQ
CRM questions
Which trading platforms does the CRM support?
intzero CRM integrates with MetaTrader 5: accounts, deposits and trades sync with your MT5 server in real time.
Is it cloud software?
No. The CRM is self-hosted on your own Windows server, so your client data stays under your control. A single installer sets up the service, your admin and Client Area domains and HTTPS.
Can my clients use it in their language?
Yes. Every text in the Client Area can be translated from the admin panel, and you can publish your own pages and agreements per language.
Can we move from our current CRM?
Yes. Clients, leads and history can be imported, with a dry run first so you can check the mapping before anything is written. Tell us which system you use today.
Which payment providers are supported?
Bank wire and manual payments work out of the box, and payment providers are connected to match the ones your brokerage uses.
How is client data protected?
Client sign-in supports two-factor authentication, passwords are stored with Argon2id, stored credentials are encrypted and backups run every few minutes. Manager access can be restricted by permissions and IP address.
See intzero CRM with your own team
Book a walkthrough and we will show you how the CRM fits your MT5 setup, from onboarding to IB payouts.