Retention with the compliance flags switched on
CRM for iGaming and forex brokers
One record per player or trader with verification status, deposits, activity and risk flags, so retention teams work the right people, VIP managers see value at a glance, and compliance can show a regulator exactly who was contacted and why.
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AdviceHub: the iGaming operators and forex brokers edition, in your browser
One of twelve industry systems we build from, each with its own screens, workflow and vocabulary. AdviceHub carries a compliance register with the documents a regulator asks for, plus the pipeline, inbox with SMS and email, quotes the customer accepts online, schedule, editable automation flows, reports and a phone view. Sample data in your browser only. Your build carries your own stages, fields and rules.
Use Expand in the demo toolbar for a full screen view, press Escape to close it, or open the iGaming operators and forex brokers demo on its own page.
Who this is for
Built for iGaming operators and forex brokers
Licensed online casino, sportsbook and lottery operators, and regulated forex and CFD brokers, with retention, VIP, sales and compliance teams of 5 to 100 people, who have outgrown the CRM module bundled with their platform or back office.
Retention that respects the flags
Campaign segments exclude anyone self excluded, over a limit or flagged for an affordability review before a message is built, not after. Every outbound contact is logged against the person, which is the record a regulator asks for.
VIP management with real value
VIP managers see deposits, net revenue, bonus cost and last contact per player, with tasks for check ins and reviews. Bonus decisions above a threshold need a second approval, recorded on the record.
Verification that does not stall deposits
KYC status sits on every record with what is missing and who is chasing it. Sales and retention see at a glance who can deposit today and who is waiting on a document.
Affiliates and introducing brokers paid correctly
Each affiliate or IB has its deal terms, referred players or clients and commission calculated from revenue data, so statements are generated instead of rebuilt in a spreadsheet every month.
Pipeline
The stages work moves through
A starting point we adjust to your process in the first design week. Each stage can require fields, trigger messages and create tasks.
- Registered
- Verification pending
- Verified
- First deposit
- Active
- VIP or high value
- Dormant, win back
Records
What the system keeps track of
Real record types with the fields your team uses, related to each other so one screen shows the whole picture.
Integrations
Connected to the tools you already run
Two way where both sides edit the data, one way where they do not, monitored for twelve months as part of the build.
- Platform or back office API
- Payment provider data
- KYC and identity provider
- Email and SMS
- Affiliate system
- Data warehouse export
Questions we get asked
What is the best iGaming CRM?
For a licensed operator, the best iGaming CRM segments players by real value, excludes self excluded and limited players automatically, logs every contact for the regulator and pays affiliates from actual revenue. Bundled platform modules often cover segmentation only. A custom build adds the compliance and affiliate layers around the platform you already run.
What does a forex CRM need?
A forex or CFD broker CRM needs client onboarding with KYC status, account and deposit data from the trading back office, sales and retention pipelines, introducing broker commissions and a log of every client communication. The trading platform stays where it is. The CRM reads from it and gives sales, retention and compliance one shared record.
Do you build for unlicensed operators?
No. We only build for operators and brokers licensed by a recognised regulator, and the systems we build keep safer gambling and verification controls on by default. When a jurisdiction requires deposit limits, affordability checks or contact restrictions, those rules live in the CRM itself rather than in a training document.
What does an iGaming or forex CRM cost?
An iGaming or forex CRM with player or client records, verification status, retention segments, VIP management, affiliate or IB commissions and a back office integration usually costs 19,900 to 29,900 US dollars fixed, delivered in ten to fourteen weeks. Hosting and support are optional at 290 dollars a month.
Tell us how your iGaming operators and forex brokers business works. We will quote the CRM that fits it.
A 30 minute written brief from you, a fixed price and a two page scope from us within two business days. No call required, no obligation.