Business CRM
The back-office companion to your trading stack, covering tasks, projects, customer records, income and expenses.
Business CRM looks after everything around the trade: internal tasks, projects, customer records beyond trading accounts and the income and expenses of the operation.
It's what managers open each morning to see who is doing what, what it costs and what is moving.
Ideal for
- Management teams coordinating departments.
- Operations managers tracking projects and vendors.
- Finance teams needing income and expense visibility.
- Growing firms replacing scattered tools.
How it works
- Registration. Teams and departments are created with roles and permissions.
- Configuration. Workflows, project templates and expense categories fit your operation.
- Integrations. It sits next to your trading CRMs so records agree.
- Daily use. Teams handle tasks, projects and expenses from one dashboard.
- Reporting. Workload, project status and finances stay visible to management.
Prefer email? Email an expert about Business CRM.
Core features
- Tasks with owners, priorities and deadlines
- Projects across departments and vendors
- Customer records beyond trading accounts
- Income and expense categories
- Team calendars
- Documents attached to records
- Operational reports
- Role-based access
Two ways to deploy Business CRM
Standalone software
Take Business CRM by itself and we scope, deploy and support it around your current operation.
BridgexFX turnkey
Include it in a full launch package alongside platforms, liquidity, payments and support.
Common questions.
Pricing is set per deployment. It depends on the modules you choose, your team size and whether you take it alone or inside a BridgexFX turnkey package. Ask for a demo and we'll put a scoped quote in writing.
Related products
See Business CRM on your data.
A demo built around your own workflows. No obligation and no generic slides.