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Lion CRM

#1 Forex CRM that boost brokerage growth

Automated tools for efficient brokerage management

Multilevel IB system for increased turnover

Seamless access from any browser

Designed from scratch specifically for FX/CFD brokers

Lion CRM is a next-generation brokerage software tailored for Forex and CFD brokers, enhancing team productivity and scaling brand volume. It automates manual actions with AI-based tools, allowing teams to focus on strategic business goals. Moreover, it provides seamless integrations with ready-to-use PSP & Cashier, VoIP, KYC, and affiliate/IB systems, facilitating efficient operations.

Real-Time Notifications

Delivers actionable live data from traders to agents, boosting team efficiency.

ai-verification-module

AI-Verification Module

Google Vision AI-backed KYC/AML automation.

Roles Hierarchy

Enables mapping of company hierarchy, assigning role-based staff permissions and supports unlimited user creation.

Automated Workflows

Streamline processes with automation, replacing manual actions to save time and money.

Push Notifications System

Allows sending push notifications to clients directly from CRM without the need for additional third-party services.

CRM Benefits

Automated Brokerage Management

Streamline operations by creating custom workflows to automate repetitive tasks.

Simple Reporting

Real-time notifications and data-driven reports for informed decision-making.

Client Data Security

Advanced encryption and secure communication tools to protect sensitive information.

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Frequently Asked Questions

Usually, our R&D team evaluates the full scope of the integration. Where integration with the desired provider exists, there may be a potential charge to customise the integration to your own preference and internal flows. Your dedicated Success Manager will confirm the requirements beforehand for you to make an informed decision.
Client’s data in the CRM is updated in real-time. Therefore, where a new client registers or deposits you’ll see their account or deposit in the CRM immediately. Kindly note that the CRM is a system built for client management, rather than trade monitoring for which specialist systems are usually in place.
Yes, training is provided not only during the initial stage, but also as often as your team needs it. Specialist training and Q&A can also be arranged for separate departments, focusing on the CRM modules they commonly use.
Yes, you can migrate client data, documents, users and permissions. Additionally, existing automatic actions and auto client assignments can be setup for you so everything you need and more will be waiting for you on your new Panda CRM.

Yes, we’re integrated with a wealth of providers from payments, VoIP, Click 2 Call, KYC and more. For a full list, please.

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Disclaimer:

Lion Trading Systems is a software development company specializing in innovative technology solutions for brokerages. We do not provide financial, exchange, investment, or consulting services. Lion Trading Systems is not a broker and does not hold or manage client funds.