Your prop firm.One command centre.
Challenge configuration, evaluation logic, account provisioning, trader dashboards, breach handling, payouts and affiliate economics — operated from a single back office instead of five disconnected tools.
Operational queues
Payout queue
workflow-controlled
Breach review
workflow-controlled
KYC pending
workflow-controlled
Failed payments
workflow-controlled
Every evaluation model, configurable.
1-Step
Single evaluation phase before funding.
2-Step
Phase 1 and Phase 2 evaluation, then funded.
3-Step
Extended multi-phase evaluation paths.
Instant Funding
Funded from purchase, rules enforced live.
Configurable per plan
Profit target
Daily drawdown
Overall drawdown
Minimum trading days
Maximum trading days
Consistency rules
News-event rules
Weekend holding rules
EA / automation rules
Lot and exposure limits
Instrument restrictions
Reset and retry policy
Stages the system enforces, not a spreadsheet.
Exception states
Failed
Breach
Reset
Retry
Suspended
Refunded
Every state change is recorded with the rule that caused it, the account it applied to and the operator or automation that executed it — so disputes are resolved with evidence.
Traders see exactly where they stand.
Current stage and objective
Profit target progress
Daily drawdown usage
Maximum drawdown usage
Days traded and remaining
Account credentials
Certificates
Payout status and history
Performance analytics
Operational depth, not a generic pipeline view.
Trader search
Account status
Challenge state
Breach register
Payout queue
KYC review
Payment reconciliation
Platform accounts
Coupons & affiliates
Support actions
Reports & exports
Audit log
An operations engine, not a trading skin on a sales CRM.
Challenge purchased
Trading account created and credentials issued
Objective met
Stage advanced and next phase provisioned
Rule breached
Account action applied and trader notified
Payout approved
Payment workflow initiated and ledger updated
KYC completed
Funded stage unlocked
Growth runs through partners.
Prop firms acquire heavily through affiliates and communities, so partner economics belong inside the CRM — not in a separate tracker nobody reconciles.
Affiliate onboarding
Referral links
Coupon tracking
Commission structures
Campaign attribution
Partner reporting
Commission payouts
Money in, money out — both instrumented.
Purchase path
Challenge purchase
PSP
CRM
Account provisioning
Payout path
Trader request
Eligibility check
Operations review
Approval
Payment execution
Ledger / CRM update
Running a brokerage alongside the firm? The retail equivalent of this system is our forex CRM and broker back office — same operating discipline, built around live client accounts, deposits and IB commissions instead of challenges and payouts.
Talk to us
Scope your prop firm CRM and operations stack.
Tell us how your challenges, phases and payouts work today. We will come back with an architecture, integration plan and operating model for your firm.
Explore Prop Firm CRM Research
Operator-level analysis supporting prop firm crm.