Nybble One, the CRM for forex brokers

Your Brokerage. Supercharged by AI.

Nybble One is the next-generation CRM for MT4 and MT5 brokerages, combining AI automation, smart client acquisition, KYC, payments, trading accounts, IB management, compliance, support, and real-time intelligence in one platform.

  • Automate operations
  • Convert more leads
  • Understand every client
  • Detect opportunities faster

Ask questions directly to your brokerage data and get answers in seconds.

Built for scale. Powered by AI. Designed for the new generation of Forex brokers.

  1. Lead capturedSource, owner and stage recorded
  2. KYC clearedReviewed in one click, client emailed
  3. Account openedApproved automatically within your limits
  4. First depositCredited to MT5 in minutes
  5. Partner paidCommission from MT5, reported here
Why brokers switch

Generic CRMs weren't built for brokerages.

A sales CRM, a KYC spreadsheet, a payments panel and manual MetaTrader admin. Every handoff between them costs you time, data and clients.

  • One record per client, from first click to funded
  • One queue for everything that needs approval
  • One login for sales, compliance and finance
See how it works
The patchworkWith Nybble One
Leads in a shared inboxOwner and stage per lead
KYC chased over emailApproved in one click
Deposits reconciled by handCredited to MT5 in minutes
Accounts created by handAuto-approved within limits
IB commission done in ExcelBooked by MT5, paid out here
Approvals with no paper trailEvery money action logged
Data in a shared SaaS tenantOwn database, own domain

Already on another CRM? We import your clients, accounts and KYC documents, run both systems side by side, then cut over when you're ready.

What the import covers
The platform

Everything between a lead and a funded trader.

One record per client, shared by sales, compliance, finance and partners. Nobody re-keys data or argues over which version is right. The screens below are the real product on demo data.

Turn more leads into depositors.

Leads go cold when they sit in a shared inbox and nobody owns the follow-up. Nybble One gives every lead an owner, a source and a stage the moment it arrives, so your desk spends its time on the ones most likely to fund.

  • Know where every lead came from and who owns it
  • See where deals stall, by desk and by agent
  • Full history on every client, no digging through email
  • Find any client by describing them
  • Group clients for follow-up and retention
  • Support tickets in the same place as everything else
Clients Back office
Nybble One back office: the client list with KYC status, live accounts, MT5 logins and AI search
Three portals

One platform for your team, clients and partners.

Your team, your clients and your partners each get their own portal, all working from the same data. The IB portal is optional, since some brokers run partner tools inside the client area instead.

For your team

Back office

Where sales, compliance, finance and management run the brokerage day to day.

  • Each team sees only what it needs
  • Clients, leads and accounts in one place
  • Approvals with a record of who did what
  • Reports straight from your trading server
  • AI that answers questions about your book
  • Two-factor login for every staff member
For your clients

Traders Room

A self-service client area on your domain, in your brand.

  • Open live and demo accounts in minutes
  • Fund, withdraw and transfer without emailing support
  • Upload documents and see where the review stands
  • Raise a ticket, attach a screenshot
  • Two-factor login and a full activity history
For your partners

IB portal

Partners see what their referrals earn, without asking you.

  • One link that tracks every sign-up
  • Live view of their clients, lots and commission
  • Withdraw commission without asking you
  • Runs on its own or inside the client area
Nybble One AI

Intelligence,
built in.

An AI assistant that knows your brokerage. Nybble One includes an AI assistant for your staff that works on your own CRM and MT5 data. It answers questions, writes the morning summary, flags unusual money movement and points out which clients are about to leave. Personal client details never leave your environment.

AI agentsNo PII sharedReal-timeYour own data
Ask questions in plain English

Get the number, skip the report

Daily and weekly summaries

Ready before the desk opens

Unusual-activity alerts

Odd deposits, withdrawals or trades, flagged early

Clients at risk

Who's about to churn, who's near margin call

Client summaries

A one-paragraph brief before every call

Natural-language client search

Find any client by describing them

Ask about AI features
Live inferencePII stripped
Which clients are likely to churn this week?
12 accounts flagged · summaries drafted · retention tasks assigned
0PII sent
24/7On duty
MT5Live data
2FAEvery login
Integrations and deployment

Fits the stack you already run.

We connect Nybble One to your trading server and your providers, then run it for you or on your own servers, whichever your compliance team needs.

MetaTrader 4 and 5

Account creation, groups, balances and trading history, read directly from your trading server.

Payments

InstaCoin, Confirmo, Bitcoin, Visa/Mastercard, Skrill, Neteller, FasaPay, Perfect Money and bank wire, and we build any other gateway you need.

KYC

Clients upload, you approve in a click. Identity-check providers on request.

Email

Every client email in your words, editable without a developer. SMS on request.

Choose how you launch White-labelThe fastest way to launch a brokerage Custom buildFor brokers with specific workflows
Your brand and domainIncludedIncluded
Your own instance and databaseIncludedIncluded
ModulesBack office and Traders Room, IB portal optionalEverything in white-label, plus features built to your spec
HostingManaged by Nybble Tech, or on your serversOur cloud or your own servers
IntegrationsMT4/MT5, crypto payments and emailAny third-party system with an API
RebrandingChange the logo and colors yourselfSame, plus custom screens
Migration from your current CRMIncludedIncluded
SupportOngoing updates and technical supportDedicated team and service agreement
Getting started

From first call to go-live.

You get a fixed plan and timeline after the discovery call, before any work starts.

  1. Discovery

    We map your desks, account types, payment providers and compliance needs.

  2. Configure

    We set up your brand, account types, approval limits, fees, emails and roles.

  3. Integrate

    We connect MetaTrader, payment providers and email, then test every money flow end to end.

  4. Go live

    We import your existing clients, train your team and support you after launch.

FAQ

Questions brokers ask us.

Something else on your mind? Ask it on the demo call.

How long does it take to go live?

It depends on your integrations and whether you choose white-label or a custom build. You get a fixed timeline in writing after the discovery call.

Does it work with MT4 and MT5?

Yes. Nybble One connects to both MetaTrader 4 and MetaTrader 5 for account creation, group routing, balance sync and trading history, read directly from your trading server.

Is our data isolated from other brokers?

Yes. Every client runs in their own separate environment, with their own database and domain. You can also host the database yourself, and we'll work with your team to make that happen.

How are MT5 credentials secured?

They're encrypted and never leave your environment. Staff and client logins support two-factor authentication, and no email ever contains a password.

How do crypto deposits work?

The client pays in the Traders Room and the trading account is credited automatically, usually within minutes. Anything that doesn't settle cleanly goes to a reconciliation queue for finance.

Which payment methods do you support?

InstaCoin, Confirmo, Bitcoin, Visa/Mastercard, Skrill, Neteller, FasaPay, Perfect Money, bank wire and local bank transfer. If you use a provider not on that list, we build the integration.

Can we keep our own IB commission structure?

Yes. Commission is calculated by MT5 exactly as you have it set up today. Nybble One reports it per partner and handles payouts, so nothing changes for your partners except that they can finally see their numbers.

Can we use our own brand and domain?

Yes. All portals run under your brand and domain, and you can change the logo and colors yourself. Your clients never see ours.

We already have a CRM. What does migration include?

Clients, profiles, trading accounts and KYC documents, with their status. We run the import on a copy first, then both systems run side by side until you switch.

Book a demo

See Nybble One running with your workflow.

Thirty minutes with a product specialist, no slides, just the platform. Want to look around first? Explore the live demo on your own.

  1. We reply within one business day to set up a time that works for you.
  2. We walk through the platform using your desks, account types and providers.
  3. You get a written proposal with scope, timeline and pricing.

Request your live demo

Tell us a little about your brokerage.

    We only use your details to arrange your demo.

    Book a live demo