Products · 2026-02-11 · 8 min read
How a broker CRM differs from a generic CRM
If your CRM cannot speak KYC states, funding milestones, desk ownership, and IB influence, desks will invent parallel tools.
Lifecycle events unique to brokerages
Application started, documents pending, approved, funded, traded, inactive, and partner-associated — these states need first-class modeling.
Desk reality
Routing, reassignment, SLA visibility, and handoffs between conversion and retention are core, not plugins.
Partner context
IB relationships change commercial treatment and reporting. Hiding that context creates disputes and blind spots.
Integration expectation
A broker CRM that does not reconcile with portal and back-office states becomes a fiction layer.