Run your entire brokerage from one CRM
Manage clients, leads, payments, employees, and trading settings from a single system.
All client work in one window
Every client at a glance
A single client list with filters by status, assigned manager and period, instant search and Excel export. Columns and stages are configurable to your processes.
Get in touchEverything about a client
Contacts, status and stage, country, registration date, assigned manager, balance and wallet, traffic source, advertiser and funnel, IP and device — plus instant one-time-link sign-in.
Get in touchCalls & recordings — right in the CRM
Built-in telephony integration: a manager calls the client in one click from the card, and every call is saved automatically with a recording. The call history can be filtered, recordings replayed right in the browser, and each call's status and duration reviewed.
Get in touchRegister clients from any source
A client arrives from your landing page, funnel or ad source — and is automatically registered in the terminal via the API. With traffic source, funnel and advertiser tagging and an instant one-time link to sign in without a login or password.
Get in touchPOST /v2/leads HTTP/2
Authorization: Bearer ••••••••
Content-Type: application/json
{
"name": "Ivan Petrov",
"email": "ivan@mail.com",
"phone": "+7 902 000-00-00",
"country": "RU",
"source": "facebook_ads",
"funnel": "site-a",
"advertiser": "red-team"
}
201 Created
{
"client_id": "VT-1099002",
"status": "new",
"login_link": "https://app.vertex-terminal.com/m/sBiHpHVk…"
}Flexible settings & conveniences
The platform adapts to your brokerage processes — no custom development.
Statuses & stages
Your own client statuses and sales funnels for your process.
Managers & roles
Assign managers, roles and per-module permissions.
Filters & search
Filter by status, period and manager with instant search.
Columns & export
Configurable table columns and Excel export.
Flexible trading-instrument configuration
Every instrument is tuned to your model: symbol, base asset, category (forex, metals, indices, shares, crypto), price/quantity precision, maximum leverage and sort order.
Learn moreReports in one click
Pick a period — the "from" and "to" dates — and press the button: the system automatically assembles a report table of deposits, withdrawals and client activity for the selected dates. Export the finished report.
Instruments & pricing
Spreads, leverage, swaps, commissions and quote control.
Verification & security
KYC/AML, an action log and access control.
Ready to bring order to your brokerage?
We'll walk the CRM through your scenarios and help migrate your data.