Broker CRM and forex back office

A CRM you deploy
and run.

Most brokers run sales, KYC, payments and partners in separate tools, so nobody sees the whole client. relioops CRM puts it all on one record: leads, onboarding and KYC, trading accounts, deposits and withdrawals, bonuses, IB partners, support tickets and reports. Every team works from the same client.

Book a demo What it does

The whole client on one screen

KYC, deposits, trades, comments and tickets land on one record, in order, with who did what. No more checking four systems to answer one question.

Answers in seconds, not escalations

When a client asks why a withdrawal is pending, your agent sees the reason on screen. Faster replies, fewer tickets passed upstairs.

Numbers that match MT5

Deposits, bonuses and corrections are checked against MT5 automatically. A mismatch shows up as a task to fix, not a surprise at month-end.

The surface

Inside the CRM, screen by screen.

Comments and reminders, campaign ROI, CRM-to-MT5 reconciliation, payment reminders, MT5 groups, ticket SLAs and sign-in monitoring. The whole brokerage, run from one back office.

Interactive — click, type, open anything

General Dashboard Customer Leads Customers Accounts Wallets Communication Calls Campaign ROI Partner Partners Rebate Financial Transactions Reconciliation System Subscriptions Tickets Settings

Back office Communication Activity Search customers, logins…⌘K 3 SMSales ManagerRole · SalesManager

Communication Activity Comments and reminders for leads and customers, in one list between two dates.

+ New Comment

01/09/202625/09/2026 All (Lead + Customer)All (Comment + Reminder) Search name or content…

Date	Kind	Subject	Author	Content	Status
25/09/2026, 11:52	Comment	Lead Morgan Baker	Jane Smith	No answer, call back after 3pm
25/09/2026, 11:50	Comment	Lead Sam Wright	Jane Smith	Asked for the account types sheet
25/09/2026, 11:47	Reminder	Customer Richard Roe	Max Brown	Follow up on proof of address	Due 14:00
25/09/2026, 11:46	Comment	Lead Jordan Hale	Jane Smith	Line disconnected
23/09/2026, 15:59	Comment	Lead Riley Quinn	Max Brown	Not interested for now	Last contact

1–25 of 243 records‹123…10›

Campaign ROI Report Leads → customers → depositors, and the deposit actually credited (USD), per UTM source and campaign.

Export CSV

01/07/202525/09/2026 Group by: source + campaign Search source or campaign…

Source	Campaign	Leads	Customers	Depositors	Total deposit	Conversion	Per customer
google	brand_search	1,842	412	96	184,300.00	5.2%	447.33
facebook	lookalike_q3	3,120	508	71	92,450.00	2.3%	181.99
investing	hi_cpl	849	133	22	41,900.00	2.6%	315.04
ib	ib_direct	395	164	58	126,700.00	14.7%	772.56
direct	organic	2,761	394	40	63,250.00	1.4%	160.53
mql5	top_banner	198	31	6	9,800.00	3.0%	316.13

1–25 of 84 records · grouped by source + campaign

Reconciliation CRM and MT5 compared on every balance, credit, bonus and correction.

Re-sync from MT5

Search (login / detail) Status: OpenLayer: AllType: All

Discrepancy	Account	CRM	MT5	Difference	Status	Last seen
Missing CRM entryBalance op	`500345` #3626	—	94.00 USD	−94.00 USD	Open	09/10/2026 11:04
Bonus not creditedCredit op	`500418` #4422	150.00 USD	—	150.00 USD	Open	09/10/2026 11:04
Amount mismatchDeposit	`500182` #3521	500.00 USD	466.91 USD	33.09 USD	Investigating	09/10/2026 10:58
Missing CRM entryCorrection	`500284` #4603	—	−27.67 USD	27.67 USD	Resolved	09/10/2026 10:41
Missing MT5 entryWithdrawal	`500841` #4770	−405.88 USD	—	−405.88 USD	Open	09/10/2026 10:30

1–25 of 449 · last run 09/10/2026 11:04

Subscriptions Domains, SSL, mail, VoIP, SMS, KYC, platform licence, liquidity — upcoming and overdue payments in a daily digest.

+ New Subscription

Search name or vendor… Status: AllCategory: All

Name	Category	Vendor	Cycle	Amount	Next payment	Check	Status
examplebroker.com	Domain	Namecheap	Yearly	48.00 USD	23/06/2027 257 days	Domain expiry	Active
Wildcard SSL	SSL	Sectigo	Yearly	220.00 USD	02/11/2026 24 days	Certificate	Active
MT5 platform licence	Platform	MetaQuotes	Monthly	4,500.00 USD	15/10/2026 6 days	Invoice	Active
Transactional email	Mail	Postmark	Monthly	85.00 USD	07/10/2026 2 days late	Invoice	Overdue
KYC checks	KYC	Sumsub	Monthly	1,200.00 USD	30/10/2026 21 days	Usage	Active

Daily digest to finance and the system admin · auto-renew tracked per item

MT5 LIVE Active

GeneralServer ConnectionsMT5 Groups

Platform nameMT5 LIVE Time zoneEurope/London (UTC+1)Broker day rolls at 00:00 in this zone. Password ruleMT5 default (8+, mixed)

Self-service account opening from the client portal

Demo accounts expire after 30 days of inactivity

Investor password shown to the client after creation

SaveCancel

Role	Host	Port	Login	Status	Latency
Manager API	`mt5-live.examplebroker.com`	443	1001	Connected	11 ms	Test
Trade server	`mt5-live.examplebroker.com`	443	—	Connected	14 ms	Test
Export / history	`mt5-hist.examplebroker.com`	443	1002	Idle	—	Test

Credentials are stored encrypted; the CRM never writes to the trade server directly.

Map the real MT5 groups to account types. Only groups marked portal-visible appear in the customer account opening form. Click a row to edit its mapping.

MT5 group	Account type	Currency	Portal	Leverages	Accounts	Status
`real\broker\usd\ecn`	ECN	USD	Visible	`100, 500` (100)	1,838	Active
`real\broker\usd\std`	STD	USD	Visible	`50 … 1000` (200)	2,479	Active
`real\broker\eur\std`	STD	EUR	Hidden	`50, 100, 200` (100)	312	Active
`demo\broker\usd\std`	DEMO	USD	Visible	`100, 500` (100)	5,904	Active

Manager, trade and export-server connections per platform · time zone, self-service opening and password rules per platform

Search code or name…+ New Department

Code	Name	Visibility	SLA (min)	Roles	Active
`Support`	Support	Customer Partner	60 / 1440	SalesManager Support	Active
`Financial`	Finance	Customer Partner	30 / 480	Finance	Active
`Technical`	Technical	Customer Partner	60 / 1440	Support	Active
`Legal`	Compliance	Customer Partner	240 / 4320	Compliance	Active
`IB`	Introducing brokers	~~Customer~~ Partner	120 / 2880	SalesManager	Active

First-response and resolution SLAs per department · visibility per portal · routed by role

In Observe mode the engine touches no account; it only works out what it would do. In Pilot mode only the logins in the pilot list are written to MT5. In Apply mode the whole scope is written — review the rule in an Observe run first.

GeneralTiersScopeGuards

Rule set nameRetail EUR — equity tiers Priority100Lower number is evaluated first. CurrencyEURDefine a separate rule set per currency. PlatformMetaTrader 5 Server the leverage is written toMT5 LIVEWritten to this MT5 Manager endpoint. ModeObserveLeaving Observe needs one completed Observe run.

Equity is read as equity minus credit. Leverage steps down as equity crosses each threshold; click a value to edit it.

Tier	Equity from (EUR)	Equity to	Leverage
1	0	9,999	1:500	×
2	10,000	49,999	1:400	×
3	50,000	249,999	1:200	×
4	250,000	∞	1:100	×

+ Add tier

Which groups the rule set evaluates. Groups in other currencies are never touched.

real\broker\eur\std · 312 accounts

real\broker\eur\ecn · 96 accounts

real\broker\eur\pro · 41 accounts

demo\broker\eur\std · 1,204 accounts

Also evaluate accounts with credit (threshold 10,000 EUR)

Never move more than one tier per run

Never set leverage below 1:10

Notify the client by email when leverage changes

Skip accounts with open positions above 80% margin

Grace period before a lower tier applies24 hours Run scheduleNightly 03:10 UTC

SaveRun in ObserveCancel

New Trading Account

1 · Creation Mode2 · Account Details3 · Confirm

Create on MT5Group and leverage come from the account type; MT5 assigns the login.

Import existingLink an existing MT5 account to the CRM (validated).

CRM-onlyManual record, no MT integration.

CancelNext

CustomerAlex Morgan · #10482 PlatformMT5 LIVE Account TypeSTD Leverage1:200The list comes from the group definition. Initial deposit (optional)0.00 USD CommentOpened by sales after the onboarding call

BackNext

CustomerAlex Morgan · #10482

ModeCreate on MT5

PlatformMT5 LIVE

Groupreal\broker\usd\std

Account typeSTD

Leverage1:200

Initial deposit0.00 USD

CredentialsEmailed to the client

Send the credentials by email now

Enable trading immediately

BackCreate account

Account created

Open accountCreate another

Search code / name / subject…+ New Template

Category: AllLanguage: All

Code	Name	Category	Lang	Active
`BackOfficeUserPasswordReset`	Back Office User Password Reset	Transactional	en	Active
`CustomerCredentialsCreated`	Customer Portal Credentials	Transactional	en	Active
`CustomerCredentialsCreated`	Kundenportal-Zugangsdaten	Transactional	de	Active
`BonusCredited`	Your bonus has been credited	Notification	en	Active
`CustomerSelfRegistered`	New Customer — Self-Registered from Portal	Notification	en	Active

1–25 of 113 records · every template in every language you run

Search modules… (e.g. dial code, postmark, MT5)By categoryFlat list

Settings 40Logs 5

40 settings modules, 5 logs · every change audited

Representative interface. Sample values are illustrative.

Client onboarding and KYC

Registration, document upload and verification run as one flow, and the KYC vendor's result is written straight back to the client record. Onboarding status reflects what actually happened — the check that passed, the document that expired — so nobody has to keep it up to date by hand.

Registration and client area sign-up
Document capture and re-verification
Vendor results written to the client record
Per-jurisdiction requirements and questionnaires
Expiry tracking with re-check prompts

The 360° client record

One page shows identity, accounts, funding, trading activity, communication and every action taken on the client. Your risk view, payment reconciliation and reports read from the same record, so every team sees the same numbers.

Identity, documents and verification state
All trading accounts across platforms and brands
Deposits, withdrawals and internal transfers
Calls, messages and campaign activity
Full action history with author and timestamp

Sales and desk workflow

Queues, assignment and tasks for the people working your clients. Work is assigned on the client record itself, so nothing gets lost in a separate task tool or spreadsheet.

Queues by segment, desk and brand
Assignment, ownership and handover
Approval steps for funding and account changes
Notes and outcomes on the record
Role-based visibility per brand

Deposits and withdrawals

Deposits and withdrawals flow through the CRM, so the payment provider, the platform balance and the client record always agree. No morning reconciliation to find out what went wrong overnight.

Deposit and withdrawal flows per provider
Approval and limit rules
Balance operations written to the platform
Reconciliation against provider settlement
Failed and pending payment handling

Reporting

Client, funding and trading reports are built from the same record your desk works from. The numbers management sees are the numbers the desk saw.

Client and account reporting
Funding and settlement views
Desk and campaign performance
Per-brand and consolidated views
Scheduled exports where a file is genuinely needed

The architecture

One client, everything about them.

Identity, accounts, full history and the next action on one screen, read from one record instead of four systems.

Client 84231 Verified CY · Pro · Brand A

Equity402,155

Margin level92%

Lifetime deposits1.84M

Open positions14

Accounts

84231MT5 · Pro 402,155

84232MT5 · demo 100,000

84233cTrader · Std 18,400

Compliance

Identity Passed

Address Passed

Suitability Due

History · all sources

09:41 · RiskMargin level 92% — warning issued

09:12 · PlatformGroup moved to Pro · by A. Desk

08:54 · PaymentsDeposit settled · +40,000.00

08:50 · CRMInbound call · 4m 12s

Yesterday · KYCAddress document re-verified

Next action

Margin call review Owner · Desk A · due 10:00

Queue

Margin review3

Docs due11

Withdrawal approval6

First deposit follow-up24

CRM · platform · payments · KYC · telephony One record

Representative interface. Sample values are illustrative.

Interfaces

What lands on the record

Verification events: Result, provider, document type and expiry, from the KYC vendor in use.; Inbound
Payment events: Authorisation, settlement, failure and chargeback notifications from the PSP.; Inbound
Platform activity: Accounts, deals and balance operations from the trading server.; Inbound
Communication: Call, message and campaign activity from the telephony and email systems.; Inbound
Operational actions: Every change made through relioops, with author, reason and timestamp.; Internal

Compatibility

What it connects.

Reached through each system’s own interface, so nothing has to be replaced to be included.

Identity & compliance

Verification results land on the client record, so onboarding state is one value rather than three.

Payments

Deposits, withdrawals and settlement reconciled against the client record, not a provider dashboard.

Client communication

Voice, messaging and campaign activity logged against the same history the desk works from.

Marks shown are the property of their respective owners and indicate technical compatibility. They are not a claim of partnership or endorsement.

The rest of the layer