The all-in-one back office for prop firms. Manage traders, evaluations, payouts, and risk from a single platform.
Most prop firms cobble together spreadsheets, generic CRMs, and manual processes. Data lives in silos, payouts are error-prone, and scaling means more headcount.
The SolutionPropriotec CRM is designed from the ground up for prop firms. Every feature — from trader onboarding to payout processing — is integrated and automated.
Every core function your firm needs, integrated into one platform.
Onboard, segment, and manage thousands of traders from a single dashboard. Full lifecycle tracking from signup to payout.
Configure multi-phase evaluations with custom targets, drawdown rules, and time limits. Fully automated pass/fail logic.
Automated payout calculations, approval workflows, and payment integrations. Track every payout from request to completion.
Real-time dashboards showing firm revenue, trader performance, conversion rates, and operational metrics.
Drawdown monitoring, auto-liquidation, fraud detection, and custom rule enforcement — all integrated into the CRM.
Your logo, your colours, your domain. Traders interact with your brand throughout the entire experience.
Beyond the core, these modules come included with every plan.
Automated identity verification and trader onboarding flows
Auto-generated funded account certificates for passed traders
Stripe, crypto, and wire transfer integrations for purchases and payouts
Email, in-app, and webhook notifications for every event
Public and private leaderboards to drive trader engagement
Built-in referral tracking with configurable commission structures
Set up challenges, pricing, risk rules, and branding. We handle the technical configuration.
Traders sign up, purchase challenges, and begin evaluations — all through your branded portal.
Monitor performance, process payouts, and grow your firm with real-time analytics and automation.
Propriotec CRM is included with every plan. Book a demo and see it in action.