AIEvery sales call scored automatically
Your whole brokerage in one system.
CRM, a branded WebTrader, a partner portal and AI review of every sales call. Built for Forex and CFD brokers, deployed on your own server.
Reports › Dashboard · This monthsample data
Leads1,284
FTDs96
Conversion7.5%
Net deposits$412k
| Desk | FTDs | Net dep. | AI score |
|---|---|---|---|
| EU · Conversion | 41 | $168k | 8.1 |
| LATAM · Conversion | 33 | $97k | 7.4 |
| Retention | 22 | $147k | 6.9 |
- server and database per broker
- 1
- criteria in every AI call review
- 8
- exposure refresh across the book
- 2 s
- WebTrader languages, incl. Arabic
- 8
Works with your stack
Voiso/CommPeak/Coperato/DeskForce/Squaretalk/Asterisk/USDT TRC20/USDT ERC20/BTC/ETH/Card & bank PSPs/Orion API
The client lifecycle
Every stage has an owner. Every handoff is measured.
Conversion agents take a lead to the first deposit. Retention takes over after. Finance approves money, compliance approves documents, and reports track each transition.
- 01 · LeadRegistration & UTMLeads land from your site, partners or API with their source attached.
- 02 · ConversionCalls & KYCAuto dialer, callbacks, email templates and document checks.
- 03 · First depositFTD approvedCard, bank or crypto, credited after finance approves.
- 04 · TradingWebTrader & ordersLive positions and exposure, refreshed every 2 seconds.
- 05 · RetentionRepeat depositsRetention desks, AI call reviews and KPI reports.
Product tour
Four products. One database.
CRM for sales, finance and compliance
Agents see their clients, managers see their desk, owners see everything.
- Desk tree and roles down to single fields
- Deposits and withdrawals with approval flow
- Auto dialer, callbacks and email templates
- Workflows that assign leads and notify on deposits
Clients · 53 recordssample data
| ID | Client | Country | Status | Deposits |
|---|---|---|---|---|
| AC404736 | J. Weber | DE | FTD | $2,500 |
| AC404721 | M. Nowak | PL | Callback | — |
| AC404719 | A. Yılmaz | TR | Retention | $11,200 |
| AC404702 | L. Novák | CZ | New lead | — |
WebTrader under your brand
No MetaTrader license to pay for. Your clients trade in the browser, on desktop and mobile.
- Forex, metals, stocks, ETFs, indices, crypto
- Market and pending orders with SL/TP
- Deposits, withdrawals and live chat built in
- 8 languages, including Arabic and Turkish
SymbolBid / Ask
EURUSD1.12104 / 106
XAUUSD2,384.1 / .5
BTCUSD64,210 / 240
US5005,412.3 / .8
SELL 1.12104BUY 1.12106
Partner portal and API
Affiliates work in their own portal and never see your CRM.
- Clients, deposits and FTDs from their links only
- Commission tracking and conversion stats
- Orion-compatible REST API with Swagger docs
- Leads sent straight into WebTrader with a one-time login
Clients318
FTDs27
Deposit volume$64k
Conversion8.5%
POST /generateauthtoken GET /clients?page=1&ftd=true GET /deposits?from=2026-10-01 POST /leads → WebTrader login linksample data
Risk and exposure, live
See which way your client book leans on every instrument, refreshed every 2 seconds.
- Net exposure per symbol for dealing
- Groups set leverage, margin call and stop-out
- Block instruments per account with a reason
- Trading hours and holidays per asset class
Reports › Exposure · net lotssample data
EURUSD+14.2
XAUUSD+8.1
BTCUSD−9.3
US500−4.0
← clients net shortclients net long →
AI Call Intelligence
Every sales call reviewed. No one listening in.
Tradox pulls each recording from your PBX, transcribes it and scores it against your script. Managers open the weakest calls first and coach with the transcript in hand.
- Recording arrives from Squaretalk, Coperato or Asterisk
- Speech-to-text transcribes the call
- A language model reviews it on eight criteria
- The review lands on the client profile and in daily and weekly agent reports
Call review · RetentionAgent M. K. · 6 min 42 s · sample data
7.8overall / 10
Script adherence8.5
Tone9.0
Client sentiment7.0
Objection handling5.5
Next step agreed8.0
Summary. Client raised fees twice; agent moved on without answering. Callback set for Thursday 10:00.
Call review · ConversionAgent D. R. · 4 min 15 s · sample data
5.6overall / 10
Script adherence6.0
Tone7.5
Client sentiment6.5
Objection handling4.5
Next step agreed3.5
Summary. Lead asked who regulates the broker and got no clear answer. KYC documents requested, but no callback was booked.
Why one system
One contract instead of three vendors.
A typical broker buys a platform license, a separate CRM and a call QA tool, then pays to keep them in sync.
| Typical stack | Tradox | |
|---|---|---|
| Trading platform | Licensed separately | Built-in WebTrader |
| Sales CRM & desks | Second vendor, synced by bridge | Same database as trading |
| Call quality review | Manual sampling or a third tool | Every call, scored automatically |
| Partner portal & API | Often a paid add-on | Included, Orion-compatible |
| Fees on client deposits | Common, up to 1% | None |
| Your data | Shared multi-tenant servers | Own server, own database |
Launch plan
From contract to first deposit in [N] days.
We follow the same checklist for every broker. Each step builds on the one before.
- Server & brandYour server, database and domain. Logo, colors and WebTrader address.
- Trading setupGroups, leverage, instruments, trading hours and holidays.
- Money & messagesPayment providers, crypto wallets, email senders and templates.
- Team & go-liveDesks, roles, workflows, IP whitelist, then a full test: lead → deposit → trade.
Security & audit
Every change has a name and a timestamp.
Built for regulators' questions and your own peace of mind.
Full audit trailField changes, trades, money movements, exports and logins, each with author and IP.
Segregation of dutiesAgents request, finance approves, compliance verifies documents.
Field-level permissionsHide a phone number from agents. Enforced on the server, not just the screen.
IP whitelistCRM reachable only from your office and VPN, with change history.
Isolated deploymentSeparate server, database, domain and branding for each broker.
Network protectionCloudflare WAF, DDoS protection and geo-blocking. HTTPS on every domain.
Pricing
A flat monthly fee. No cut of your deposits.
Every plan includes your own server, the CRM, WebTrader and partner portal.
Launch
For a new brokerage
Contact us
- CRM, WebTrader, partner portal
- Up to [N] CRM users
- Payments and crypto wallets
- Email support
Growth
For sales-driven desks
Contact us
- Everything in Launch
- AI call scoring for every agent
- Auto dialer and telephony integrations
- Workflows and priority support
Enterprise
For groups with several brands
Contact us
- Everything in Growth
- Several brands and domains
- Custom integrations
- Dedicated account manager
Setup and branding: [SETUP FEE]. Monthly billing, [N] days' notice to cancel.
Questions brokers ask
Do you support MT4 or MT5?Tradox runs its own WebTrader, so you don't pay for a MetaTrader license. [MT5 BRIDGE: ROADMAP DATE]
Who owns the data?You do. Each broker's data sits in its own database on its own server.
Can our affiliates keep their integrations?Yes. The partner API is Orion-compatible: token auth, client lists, deposits and lead submission.
Which telephony works with AI scoring?Recordings are pulled from Squaretalk, Coperato and Asterisk-based PBXs. Calls also run through Voiso, CommPeak and DeskForce.
Can we migrate from our current CRM?Clients and leads import from file. [MIGRATION SERVICE DETAILS]
Is there documentation?Yes, a full public guide for staff and traders in English, Russian and Turkish: Tradox Academy.
See it with your own desks.
30 minutes on a live demo server: CRM, WebTrader, partner portal and a scored call.
- We reply within one business day
- Demo in English, Russian or Turkish