CRM
Your entire client lifecycle in one Forex CRM dashboard
From onboarding to retention, PLUGIT’s Forex CRM automates and unifies the workflows that matter most to your brokerage.
Make every client touchpoint a growth opportunity with PLUGIT's Forex CRM
Every lead, login, or support request is an opportunity to convert, retain, or upsell. Smart workflows track activity, respond instantly, and adapt as your clients engage.
Discover what makes our purpose-built forex CRM unique
Built for Brokers, Not Adapted for Them
YOONIT CRM is designed specifically for the forex industry. No unnecessary features, no workarounds. Everything is built around real brokerage workflows, from onboarding and KYC to retention and reporting.
Forex CRM. Fast Setup. Flexible Configuration.
Get up and running quickly with intuitive configuration options that align with your business structure. Easily tailor access, workflows, and automations to match your brokerage’s operational needs.
YOONIT Forex CRM Connected by Design
YOONIT CRM integrates seamlessly with the entire YOONIT suite, giving you complete visibility across all tools and touchpoints. Its open API framework supports key integrations, ensuring critical data flows efficiently across your brokerage’s ecosystem.
More Than Support. A Technology Partner
Our in-house team does more than respond, they work alongside you to understand your goals and challenges. YOONIT evolves with your brokerage, guided by industry changes and client input to keep you ahead of the curve.
Turn complexity into clarity and results
Boost Conversions
YOONIT CRM is designed to help your team act faster and smarter at every stage of the client journey. With real-time lead tracking, automated follow-ups, and built-in workflows, your sales team can respond quickly, stay organised, and convert more leads. From initial interest to funded account, nothing slips through the cracks.
Simplify Compliance
Staying compliant doesn’t have to slow you down. YOONIT CRM simplifies the client's application process and requirements with integrated KYC, document management, and audit trails. Track onboarding status, set approval workflows, and ensure all client data is securely stored and easily accessible so you stay aligned with evolving regulations.
Increase Visibility
Gain a complete view of your operations with dashboards and reports that bring clarity to every part of the client lifecycle. YOONIT CRM connects data from sales, support, and marketing, giving you insights that drive better decisions and highlight opportunities for growth.
Reduce Workload
Automate repetitive tasks and free your team to focus on what matters most. YOONIT CRM handles notifications, automations, verifications, and assignments through smart workflows that reduce manual effort and improve consistency across departments and across time zones.
YOONIT CRM is designed to help your team act faster and smarter at every stage of the client journey. With real-time lead tracking, automated follow-ups, and built-in workflows, your sales team can respond quickly, stay organised, and convert more leads. From initial interest to funded account, nothing slips through the cracks.
Staying compliant doesn’t have to slow you down. YOONIT CRM simplifies the client’s application process and requirements with integrated KYC, document management, and audit trails. Track onboarding status, set approval workflows, and ensure all client data is securely stored and easily accessible so you stay aligned with evolving regulations.
Gain a complete view of your operations with dashboards and reports that bring clarity to every part of the client lifecycle. YOONIT CRM connects data from sales, support, and marketing, giving you insights that drive better decisions and highlight opportunities for growth.
Automate repetitive tasks and free your team to focus on what matters most. YOONIT CRM handles notifications, automations, verifications, and assignments through smart workflows that reduce manual effort and improve consistency across departments and across time zones.
Get started in 3 simple steps using YOONIT Forex CRM
Getting started with YOONIT CRM is fast and efficient. Define your team structure, configure workflows to match your sales and onboarding process, and launch with support from our dedicated setup team.
Set the Foundation
Start fresh or import your existing leads and client data. Define departments, roles, and permissions to ensure the right access for every team member from day one.
Configure and Automate Forex CRM
Connect supported third-party tools, customise your workflows, and set up triggers and automations that match your sales, onboarding, and retention strategies.
Track and Optimise from Forex CRM
Monitor account activity, view full communication history, and use built-in analytics to make informed decisions that boost conversion and improve client retention.
Yoonit CRM, Simple to deploy. Utility from day one.
Secure, scalable, and always-on Forex CRM infrastructure.
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Your CRM runs on dedicated environments with global data center hosting, ensuring uptime, airtight security, and seamless upgrades — without compromising performance or compliance.
Powerful Admin and Client Portal Access
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Manage users, permissions, accounts, and trades with tailored portals for brokers and clients, streamlining operations and giving traders full control in one unified space.
Fully Branded and Customizable to Your Workflow
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Tailor the CRM’s interface, languages, user segments, and automation rules to match your brokerage’s identity and operational model.
Forex CRM with Broker-Centric Design
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Built specifically for the forex industry, YOONIT CRM aligns with real brokerage workflows, with no unnecessary features or workarounds.
Built for brokerages. Backed by experience in Forex CRM.
Everything your brokerage needs to operate efficiently, from lead capture to compliance – designed with flexibility, automation, and scale in mind.
Connecting every part of your forex brokerage with YOONIT CRM
YOONIT CRM works as a core part of your brokerage ecosystem, designed to keep your teams aligned and your data flowing smoothly. It gives your brokerage a strategic edge with tools designed to drive performance and accountability.
From a fully customisable client portal that reflects your brand and workflows, to built-in tools that track team performance in real time across sales, support, and onboarding, YOONIT CRM gives you complete control.
With seamless integration across the full YOONIT suite, including our MAM/PAMM, Copy Trade, IB Management, Bonus Automation, and Dynamic Margin solutions, YOONIT CRM brings all your brokerage data into one place, giving you a complete, real-time view of your entire operation.
Smarter client management starts here.
Speak with a PLUGIT expert to learn how our CRM can automate your operations, improve client retention, and simplify your brokerage tech stack.
Frequently Asked Questions
Is there an integrated client portal?
Yes. Clients can manage their accounts, documents, deposits, withdrawals, and trading activity via a branded web portal.
Does the CRM support automated onboarding and KYC?
Yes. It includes built-in workflows for document upload, and offer identity verification via integrated third-party KYC/AML providers.
Can different onboarding flows be set for different regions or account types?
Absolutely. Brokers can define custom onboarding flows and forms based on jurisdiction, regulation, or client category.
Can the CRM scale with broker growth?
Absolutely. The CRM is built for scalability, supporting large client bases, multiple teams, regions, and complex IB networks.
Is it customizable?
The client portal interface is customizable based on the broker’s branding and can be tailored to match their operational needs.