Forex and brokerage
For technology teams that run client onboarding: FOCUS ON CRM tracks a lead through identity checks and account funding into retention follow-up, with a review queue for suspicious activity. It is workflow software, not a trading or advisory service.
The everyday problem
Sales and retention teams work from separate lists, so onboarding steps and follow-ups are easy to lose.
Default pipeline
- Lead
- Identity check
- Funded account
- Retention
Default stages shown for illustration; adjustable per workspace.
What you would use
One CRM, every stage
Leads, pipeline board, stage tracker and KPI charts in one workspace.
Fraud review queue
A review queue with an explainable risk breakdown for brokerage teams.
AI call scripts
Fixed rules stay in code; AI only writes the talking points. Calls respect your calling window.
See it on your own pipeline
Tell us about your team and we will walk you through the product.