Forex CRM for MT4, MT5, and cTrader.
Nybble One is Forex CRM software from Nybble Tech. Connect your MT4, MT5, or cTrader brokerage with client management, KYC reviews, payments, and IB reporting in one platform, with a back office for your team and a branded Traders Room for your clients.
- Manage client onboarding
- Review funding requests
- Keep client records together
- Track partner activity
Explore AI tools for brokerage questions, client search, and summaries.
Tell us about your trading platform, payment providers, and approval process.
- Lead capturedSource, owner and stage recorded
- KYC reviewedDocuments and review status together
- Account openedApproved automatically within your limits
- Funding requestedPayment and approval workflow tracked
- Partner paidCommission from MT5, reported here
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
Already on another CRM? We review your export and agree on the migration scope, test import, and cutover plan before moving live records.
What the import coversEverything 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
Verify clients without the back-and-forth.
Clients upload documents in the Traders Room. Your team reviews their KYC status and can approve, reject, or request more information from the client record. Identity verification and AML screening depend on the providers and review process agreed for your deployment; document collection alone does not establish compliance.
- Clients sign up on your site, in your brand
- Clients upload documents themselves
- Approve, reject or ask for more in one click
- Clients kept informed automatically at every step
- Keep document reviews with the client record
Traders Room Client portal
Manage deposits and payment reviews.
Nybble One brings funding requests into the CRM so finance can review payments alongside the client record. The payment methods, settlement steps, and account-crediting workflow depend on your provider and trading-platform setup. Confirm the approval rules and exception handling during your walkthrough.
- Accept crypto payments
- Cards, e-wallets and bank transfers
- Discuss provider fees and reconciliation requirements
- Review funding requests alongside client records
- Agree on withdrawal approvals before launch
Payment methods Provider setup applies
ConfirmoCrypto
BitcoinDirect to your wallet
Visa / MastercardCards
SkrillE-wallet
NetellerE-wallet
FasaPayE-walletConnect your CRM to MT4, MT5, and cTrader.
Nybble One integrates with MetaTrader 4, MetaTrader 5, and cTrader. Bring your trading platform and brokerage client records into the same workflow, with a back office for your team and a Traders Room for your clients.
- Accounts opened on MT4/MT5 without touching the terminal
- Small accounts approved automatically, large ones reviewed
- Every account lands in the right group, first time
- One queue for anything that needs a human
- Live balances, no copy-paste from MT5
- Exposure, risk and revenue by group at a glance
Trading overview MT5 reports
Pay partners on time, without the arguments.
Nybble One brings partner referrals, lots, earnings, and commission withdrawal requests into the CRM. In the MT5 workflow, MT5 calculates the commission and Nybble One reports it per partner. The IB portal can run separately or within the client area. For MT4 or cTrader, ask us to walk through your commission model and confirm the supported workflow.
- Partners see their lots, commission and deposits live
- Any period, any referral group, no spreadsheet
- Referral links that track sign-ups on their own
- Partners withdraw commission without emailing you
- Partner portal on its own, or inside the client area
- Know which partners bring funded traders
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.
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
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
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
Intelligence,
built in.
Explore AI tools for brokerage work. Review questions, client search, and summaries using sample CRM data in a guided walkthrough. Ask which tasks are available for your deployment, what information each task uses, and how access and data handling are configured. Your team should review AI output before acting on it.
Get the number, skip the report
Review a sample task in your walkthrough
Discuss the checks your team needs
Review information before choosing an action
A one-paragraph brief before every call
Find any client by describing them
Fits the stack you already run.
Nybble One integrates with MetaTrader 4, MetaTrader 5, and cTrader. All three integrations are available. Choose the platform you run today, then confirm the account, reporting, payment, and IB workflows for your setup.
| Platform | Availability | What to review |
|---|---|---|
| MT4 CRM | Available | Your server setup, account workflows, and data shown in the CRM. |
| MT5 CRM | Available | Account workflows, trading reports, and the MT5 commission reporting example. |
| cTrader CRM | Available | Your cTrader setup and the client, account, and partner workflows your brokerage needs. |
Availability does not mean every workflow is identical across platforms. We confirm the scope for your brokerage before implementation.
Nybble One connects to MetaTrader 4, MetaTrader 5, and cTrader. All three platform integrations are available.
Discuss your crypto, card, e-wallet, and bank-transfer requirements. Provider access, merchant arrangements, and integration scope are confirmed for your deployment.
Document uploads and review status in the client record. Identity verification and AML screening provider requirements are reviewed separately.
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 domain | Included | Included |
| Your own instance and database | Included | Included |
| Modules | Back office and Traders Room, IB portal optional | Everything in white-label, plus features built to your spec |
| Hosting | Managed by Nybble Tech, or on your servers | Our cloud or your own servers |
| Integrations | MT4, MT5, cTrader, crypto payments, and email | Additional integrations assessed for API access and project scope |
| Rebranding | Change the logo and colors yourself | Same, plus custom screens |
| Migration from your current CRM | Scope agreed after reviewing your export | Scope and custom mapping agreed in the proposal |
| Support | Ongoing updates and technical support | Dedicated team and service agreement |
From first call to go-live.
You get a fixed plan and timeline after the discovery call, before any work starts.
DiscoveryWe map your desks, account types, payment providers and compliance needs.
ConfigureWe set up your brand, account types, approval limits, fees, emails and roles.
IntegrateWe connect your trading platform, payment providers, and email, then test every money flow end to end.
Go liveWe import your existing clients, train your team and support you after launch.
Questions brokers ask us.
Comparing options? Read how Nybble One compares with other Forex CRMs. Something else on your mind? Ask it on the demo call.
What is the difference between a Forex CRM and a Traders Room?
A Forex CRM is the back office your brokerage team uses to manage clients, requests, and account activity. A Traders Room is the client portal traders use to submit documents, request accounts, and manage funding requests. Nybble One brings both into the same platform.
How much does Nybble One cost?
Pricing depends on the deployment, integrations, migration, and custom work your brokerage needs. Tell us your trading platform and requirements through the request form. We review the scope and provide a written proposal with pricing, timeline, and support terms.
How do I request a demo, and what should I prepare?
Use the form below and include your trading platform, payment providers, team needs, and the workflows you want to review. Demo access is arranged after our team reviews your request. Do not send trading-server credentials, passwords, or client records through the form.
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 Nybble One work with MT4, MT5, and cTrader?
Yes. Nybble One integrates with MetaTrader 4, MetaTrader 5, and cTrader. Tell us which platform your brokerage uses when you request a demo so we can show the relevant setup.
Is the cTrader CRM integration available now?
Yes. Nybble One's cTrader integration is complete and available. Your brokerage can use Nybble One as its CRM alongside cTrader, with a back office for staff and a branded Traders Room for clients.
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 workflow depends on the payment provider, settlement checks, and trading-platform connection configured for your brokerage. During the demo, review how a funding request is created, approved, credited, and handled when a payment needs attention.
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?
We first review what your current CRM can export, including client profiles, account references, and KYC records. The proposal should define the data mapping, test import, cutover, and rollback plan. The supported fields and document handling must be confirmed before a live migration.
See Nybble One running with your workflow.
Tell us which trading platform you use and what you need from your CRM. Our team will review your request and contact you about the next steps.
- We review your request and reply within one business day.
- We walk through the platform using your desks, account types and providers.
- You get a written proposal with scope, timeline and pricing.
Request a demo
Tell us a little about your brokerage.
We only use your details to arrange your demo.