Robo CRM is a high-performance, fully branded platform built for brokers who want full control, faster growth, and smarter operations — all in one place.
Manage leads, clients, deposits, and performance with ease using a modern, intuitive interface. Real-time dashboards give you instant visibility into team activity, financial targets, and client engagement — minimum training required. Whether you're running one brand or several, Robo CRM’s multi-brand architecture, automation tools, and audit-ready compliance features make it the backbone of your brokerage.
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Robo CRM connects seamlessly with your entire brokerage stack — from liquidity providers and VoIP systems to reporting tools and third-party platforms. Dozens of pre-integrated solutions like Commpeak, Voiso, and payment gateways are ready out of the box.
Advanced permission controls let you manage access by employee, group, or brand, ensuring sensitive data stays protected. With full audit logs and compliance-ready infrastructure, you stay secure and in control at all times.
Contact UsRobo CRM lets you build a performance-driven organization without micromanaging. Define roles, create teams, assign group leads, and manage brokers with precision — all from a central dashboard.
Scale your team with confidence, knowing every action is tracked and every permission is under your control.
Track employee activity in real-time, including calls, logins, and conversions
Set role-specific permissions and save custom permission presets
Monitor performance by group, team, or individual
Assign clients automatically or manually based on brand, source, or tier
Full visibility into broker actions with time-stamped logs and KPIs
At Robo, we treat our clients like partners not tickets. Our support team is available 24/5 with an average response time of under 2 minutes, so your staff never feels stuck waiting for help.
You’ll get real humans, not bots, and a dedicated account manager who knows your business inside and out. We also offer weekend availability on a best-effort basis to support critical issues when they arise.
We grow with you, stay close, and always keep your brokerage running smoothly.
Robo CRM goes beyond basic tracking — it gives you strategic control over every trader touchpoint. From first deposit to active trading, your team gets tools to boost conversion, increase retention, and maximize trader lifetime value.
Instantly view trading stats: hit rate, win/loss, open positions, and deposit history
Auto-assign traders to agents based on traffic source, domain, or trading behavior
Segment traders into tiers with personalized spreads, conditions, and UI access
Track full login timelines, KYC progress, and account-level trading activity
Engage through embedded VoIP tools or email, all within the CRM
Monitor account performance across 121K+ symbols and 144 exchanges in real time
Identify inactive, high-risk, or high-potential traders with audit-ready logs and filters
Robo CRM gives you complete transparency into every trader payment, with live monitoring of deposits, withdrawals, and transaction trends.
View detailed transaction history by trader, brand, or method, and filter easily to identify high-volume accounts or irregular activity.
Your team can add transaction providers like Stripe, PayPal, or any custom source to tag and track where funds originated — enabling clean, searchable records without manual guesswork.
Our affiliate management streamlines your organization's affiliate program and drives growth through efficient administration, integration of API and support from our team of experts.
Add new affiliates quickly
Enable and disable affiliates easily when needed through CRM
Receive and integrate API for affiliates
Receive technical support from a team of experts
Robo CRM gives you full control over market data, allowing you to customize trading environments across all brands and trader tiers. With support for multiple integrated data providers, you benefit from improved redundancy and trading stability.
Choose the exchanges you want to make available on your platform
Enable and manage specific symbols per trader level or group
Customize trading specifications such as spread, swap, margin, pip size, and lot size
Edit symbol parameters directly from the admin panel, no dev help needed
Ensure continuity with dual data feeds for maximum uptime and precision
Robo CRM isn’t just a tool — it’s your brokerage growth engine. Designed for speed, scalability, and precision, it helps you onboard faster, manage smarter, and drive more revenue — all while keeping your brand front and center.
With enterprise-level support, real-time analytics, and a frictionless user experience, Robo gives you the edge your competitors can’t match.
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