How long does setup take?

A standalone deployment with standard configuration takes days. Multi-module rollouts with custom workflows and integrations take longer, and your proposal will state an honest timeline before you sign.

Can it follow our own workflows?

Yes. Fields, pipelines, roles, permissions, notifications and reports are configurable around how your team works.

Can we bring our existing data?

Yes. We help import clients, accounts, history and partner trees from CSV, Excel or your current CRM, with validation before go-live.

Where does our data live?

On BridgexFX-managed infrastructure or your own servers, depending on your plan. Access is role-based and your data is never shared with third parties.

LeadX CRM — Leads to funded accounts.

LeadX CRM is the sales engine of a brokerage. Each lead is captured, scored, assigned and followed up, so none disappear.

It connects marketing (pages, campaigns and sources) with the sales floor (pipelines, tasks and calls), so the path from registration to funded account is visible end to end.

Ideal for

Brokerages buying traffic that need every lead worked.
Sales teams juggling calls, WhatsApp, email and SMS.
Marketers who want to know which campaigns produce funded accounts.
Growing firms hiring reps who need structured pipelines.

How it works

Registration. Leads arrive from pages, campaigns and imports, with duplicates removed automatically.
Configuration. Pipelines, assignment rules and sequences mirror your sales process.
Integrations. Marketing tools, telephony and messaging feed the activity timeline.
Daily use. Reps work prioritized pipelines with scheduled follow-ups and history.
Reporting. Conversion by source, rep and stage shows what fills the funnel.

Request a demo Speak with an expert

Prefer email? Email an expert about LeadX CRM.

Core features

Capture from pages, campaigns and manual entry
Pipeline stages that match your process
Assignment and round-robin distribution
Tasks, reminders and timelines
Call, WhatsApp, email and SMS tracking
Source attribution to funded account
Reports by rep, source and stage
Nurturing for cold and no-deposit leads

Two ways to deploy LeadX

Standalone software

Take LeadX 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.

Request a demo Explore turnkey options

LeadX CRM FAQ

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.