Over 5,000,000+ leads and customers — trusted by 20+ companies worldwide

MetaSoft%20CRM
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Story about us

Perfect platform for CRM, Client Management, and Trading Solutions.

  • Seamless MT5 Integration
    Manage leads, investors, and accounts with real-time data and secure trading environments.
  • Trusted by Leading Companies
    Over 20 financial firms rely on MetaSoft CRM to streamline client operations globally.

Our Features

Work smarter with powerful features

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App Integration

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High Resolution

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Color Schemes

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Perfect Showcase

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Drag And Drop

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Perfect Showcase

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Our Features

Work smarter with MetaSoft CRM

View More

MT5 Integration

Seamlessly connect trading accounts, manage operations, and monitor real-time investor activity.

VOIP Call Center

Engage with leads and clients directly through integrated voice communication and smart routing.

Client Portal Operations

Full management of deposits, withdrawals, KYC processes, and bonus allocations in one platform.

IB and Affiliate Management

Track multi-tier IB structures, manage commissions, and expand your network with ease.

Payment Systems Integration

Automate deposit and withdrawal processes with secure, multi-channel payment gateways.

Why Choose us

Manage your clients
With next-gen solutions

Built for brokerages and investment firms. MetaSoft CRM streamlines lead management, investor onboarding, trading operations, KYC, payments, and VOIP communication — all in a single smart platform.

Success Rate
98%
5200000
Leads and Clients Managed
22
Companies Using MetaSoft CRM
3800
Daily Transactions
8500
Accounts Created

Innovative Team

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MetaSoft%20CRM

Ahem Natasha

Operations officer
MetaSoft%20CRM

Devid mark

Graphic designer
MetaSoft%20CRM

Brave Hammam

Web developer

Our Packages

Flexible CRM and Client Portal solutions tailored for brokerages, investment firms, and fintech companies.

Free Demo

$0

Try Demo
  • Lead to Investor Management
  • Client Portal Operations
  • VOIP Call Center Integration
  • IB & Commission Management
  • MetaTrader 5 API Integration

Regular

Save 40%

$300 / Monthly

Purchase Plan
  • Lead to Investor Management
  • Client Portal Operations
  • VOIP Call Center Integration
  • IB & Commission Management
  • MetaTrader 5 API Integration

Extended

Save 30%

$700 / Monthly

Purchase Plan
  • Lead to Investor Management
  • Client Portal Operations
  • VOIP Call Center Integration
  • IB & Commission Management
  • MetaTrader 5 API Integration

Latest News

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20 Apr

The Power of IB and Affiliate Management for

Introducing Broker (IB) and affiliate programs have become essential growth engines for modern forex brokers. Rather than relying solely

23 Apr

How VOIP Integration Enhances Broker-Client Communication

In the fast-paced world of forex trading, instant and efficient communication is vital for maintaining strong client relationships. Traditional

25 Apr

The Importance of Seamless KYC Processes for Forex

In the forex and financial services industry, Know Your Customer (KYC) processes are not only a regulatory obligation but