Prop Firm

Prop Firm CRM for proprietary trading firms

Sell challenges, enforce the rules and pay traders from one system, with a dashboard your traders can check at any time.

Challenge, evaluation and funded accounts in one record
Rule engine for drawdown and daily loss limits
Typical rollout: four weeks

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Capabilities

What is in the Prop Firm CRM

Eight modules covering the path from challenge purchase to funded payout.

Prop Firm CRM

Manage challenges, traders, and payouts in one place

Robust administrative hub to manage traders, challenge orders, automated evaluation phases, and profit split payouts.

Challenge templates with phase count, profit target and drawdown rules.
Order fulfilment, credentials delivery and reset handling.
One trader record from purchase through evaluation to funded.

Prop Firm Dashboard

Show traders exactly where they stand

Real-time trader metrics: equity curves, maximum daily drawdown gauges, overall loss thresholds, and profit target trackers.

Equity curve, daily and overall drawdown against your rule set.
Profit target progress and remaining evaluation days.
Account state changes visible to the trader as they happen.

Multi-Level Affiliates

Grow through affiliates with tracked, automatic payouts

Prop-specific multi-tier affiliate tracking with custom promo codes, instant affiliate commission attribution, and payouts.

Promo codes and affiliate links attributed to each challenge order.
Tiered commission plans with automatic payout statements.
Affiliate portal with clicks, sales and conversion data.

Risk Management Guard

Stop rule-breakers before they cost you

Real-time risk monitoring engine: automated breach detection, trailing drawdown recalculations, and automated account liquidations.

Rule engine for daily loss, overall drawdown and trailing limits.
Breach detection with configurable close-out or freeze actions.
Alerts to the risk desk with account and rule context.

Payment Systems

Sell challenges with cards, wallets, and crypto

Fast challenge checkout with credit cards, Apple Pay, Google Pay, and crypto pay-ins.

Challenge checkout with cards, e-wallets and crypto.
Coupons, upsells and multi-currency pricing.
Refund and chargeback workflow tied to the trader record.

Prop Firm Web Design

Launch a site built to sell challenges

Modern, high-energy dark-themed landing pages with interactive challenge matrix tables and purchase funnels.

Challenge comparison tables and purchase funnel pages.
Trader dashboard and leaderboard pages on the same theme.
Localised pages for each market you sell into.

Competitions & Hall of Fame

Keep your community engaged with contests

Gamify your community with monthly trading contests, public live leaderboards, badges, and verifiable certificates.

Monthly contest setup with entry rules and scoring.
Public leaderboard with badges and past results.
Prize distribution recorded against trader accounts.

Multi-Trigger Automation

From challenge to funded, fully automated

Fully automated account transitions: Phase 1 pass -> Phase 2 provisioning -> KYC verification -> Live Funded Account creation.

Phase transitions triggered by rule results, not by hand.
KYC gate before funded credentials are issued.
Event log for every state change, exportable for audit.

Delivery

How a rollout runs

Your rule set drives the configuration; we do not change your evaluation model to fit the software.

1. Rules

We document your phases, targets, drawdown limits and payout schedule.
2. Configure

Challenge templates, checkout, dashboards and roles on a staging instance.
3. Connect

Trading servers, payments and KYC providers connected and tested on live accounts.
4. Go live

Migration of open challenges, smoke tests and handover.

FAQ

Prop firm CRM questions

Can we keep our existing rule set?

Yes. Phases, profit targets, drawdown models and payout splits are configured, not hard-coded.

How are rule breaches handled?

The rule engine flags the breach, records the trigger, and applies the close-out or account action you define.

Does it support multiple brands?

Yes. Separate brands, challenge catalogues and payment channels can run on one installation.

Walk through the Prop Firm CRM

Bring your challenge rules and we will show how they map to the platform.

Book a Demo