Every desk. Every deposit. As it happens.
DemoFX turns the CRM you already run into live boards for management, retention and conversion — one screen per desk, the same numbers for everyone, and a drill-down to the client behind every figure.
A synthetic brokerage, running live on the server.
The whole brokerage
- Customers, first-time deposits and money: for today, yesterday, this week, this month and last month, side by side.
- Run rate: the daily average, the projection to month end, and what each FTD is worth.
- Campaigns and payment routes: plus campaign × country analysis over any window, including a custom date range.
- Click any number: for the clients behind it, by country and by route, exportable to Excel and PDF.
Who is producing, who is slipping,
- Every retention agent: book, active clients, redeposits, withdrawals, net and the share of FTDs that came back.
- Money follows the transaction: — credited to the agent who processed it — while the book follows the CRM’s assignment.
- Alerts that measure the desk against itself: high withdrawals, uncalled books, no new clients. No targets to load.
- One click into any agent: statuses, calls by provider, and the withdrawals they processed.
From lead
- Each agent’s book: leads worked today, this week and this month, what has gone cold, FTDs and their value.
- Leads and FTDs by country and by campaign: with today’s conversion rate against the same point last month.
- Alerts on cold books, idle agents and losing streaks: judged against the desk’s own conversion rate.
- The unassigned pool, by age: — so a graveyard of old leads is never mistaken for a backlog.
See every desk running,
Narrated tours of the product on the same synthetic data. The live application itself is shown on a call.
2:27The statistics boardToday against yesterday, this week and this month, the run rate, and the clients behind every number.
1:41The retention deskAlerts that measure the desk against itself, every agent’s book, and the money they processed.
1:25The conversion deskFrom lead to first deposit: cold books, idle agents, and conversion by country and campaign.From your CRM to every screen,
Nothing is migrated and nothing in the CRM changes. The platform reads, computes once, and pushes the result to everyone who is looking.
Read-only on your CRM
A reporting credential on a read replica. The CRM is never written to; boards carry totals, and client lists are fetched only when someone asks.
One feed per panel
Each panel is a single query, re-run every few minutes and cached — so a room full of viewers costs the CRM what one viewer costs.
Pushed, not refreshed
Results reach every open screen over a live connection. Boards update in place; nobody presses reload.
Drill-down when asked
Clicking a number asks the CRM for exactly those clients, right then — fresh to the minute.
Alerts where your team is
Every deposit and FTD, a warning when money stops, every sign-in and every client-list export, in your channel.
Why it fits a brokerage
Works on the CRM you have
Dynamics-based CRMs such as Leverate and MySQL CRMs such as FXRide, side by side under one brand. Nothing to migrate.
A new brand is configuration
Boards are rows in a database, not code: a brand gets its own boards, its own feeds and its own alerts without a rebuild.
Your domain, your login
Each brand on its own hostname, signed in with your company directory, with access granted by group — not by a list someone maintains.
Honest numbers
A figure the CRM cannot supply says n/d, never 0, and a ratio with nothing to divide by shows a dash rather than a flattering zero.
Built to be read
Adjustable text size, readable tables, and figures set in a face whose 0 cannot be mistaken for an 8.
Audited by default
Who opened a client list, when and from where — and every export from the drill-down sends a copy of the file to your channel.
Tell us what you're trying to achieve.
Tell us which CRM you run and which desks you want to see. We’ll come back with a demo on your own brand — usually within one business day.
Everything shown in this demo is synthetic: every company, person, number and address is invented. Leverate, FXRide and Telegram are trademarks of their respective owners; DemoFX is not affiliated with or endorsed by any of them.