Prop Firm CRM
The all-in-one back office for prop firms. Manage traders, evaluations, payouts, and risk from a single platform.
Stitching together tools doesn't work
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 SolutionOne platform, purpose-built
Propriotec CRM is designed from the ground up for prop firms. Every feature, from trader onboarding to payout processing, is integrated and automated.
Built for prop firm operations
Every core function your firm needs, integrated into one platform.
Trader Management
Onboard, segment, and manage thousands of traders from a single dashboard. Full lifecycle tracking from signup to payout.
Challenge & Evaluation Engine
Configure multi-phase evaluations with custom targets, drawdown rules, and time limits. Fully automated pass/fail logic.
Payout Processing
Automated payout calculations, approval workflows, and payment integrations. Track every payout from request to completion.
Performance Analytics
Real-time dashboards showing firm revenue, trader performance, conversion rates, and operational metrics.
Built-in Risk Engine
Drawdown monitoring, auto-liquidation, fraud detection, and custom rule enforcement, all integrated into the CRM.
White-Label Branding
Your logo, your colours, your domain. Traders interact with your brand throughout the entire experience.
Everything else you need
Beyond the core, these modules come included with every plan.
KYC & Onboarding
Automated identity verification and trader onboarding flows
Certificates
Auto-generated funded account certificates for passed traders
Payment Gateway
Stripe, crypto, and wire transfer integrations for purchases and payouts
Notifications
Email, in-app, and webhook notifications for every event
Leaderboards
Public and private leaderboards to drive trader engagement
Affiliate System
Built-in referral tracking with configurable commission structures
How it works
Configure Your Firm
Set up challenges, pricing, risk rules, and branding. We handle the technical configuration.
Onboard Traders
Traders sign up, purchase challenges, and begin evaluations, all through your branded portal.
Manage & Scale
Monitor performance, process payouts, and grow your firm with real-time analytics and automation.
Ready to run your firm from one platform?
Propriotec CRM is included with every plan. Book a demo and see it in action.