CRM · CFD trading platform · Affiliate API

The CRM and the trading platform, built as one system.

GhostWare Solution runs a brokerage desk end to end: leads and affiliates in the CRM, trading, deposits and staking on the platform, and every client action reported back to the manager the moment it happens.

Watch the 13-min walkthrough Message us on Telegram

GhostWare trading platform, Overview tab: total balance, profitable orders, success rate, total PNL, credit, deposits and withdrawals, with the Auto Trader switch in the header

Meet us at SiGMA World · Rome, 2–5 November 2026

Book a slot on Telegram →

What's inside

A CRM for your team. A trading platform for your clients.

Everything below is shown in the video, recorded on the live system.

CRM

Dashboard and leads

One dashboard filtered by period, office, desk and agent: leads, FTD, deposits, withdrawals and events, whether upcoming, done or overdue.

Lead Sales, Lead Retention and All Leads tables
Custom columns and saved table templates
Bulk actions: language, country, affiliate, brand, client type

CRM

Affiliates and lead import

Affiliates connect by API and push leads straight into the system. Each affiliate card shows its clients, their deposits and the flow by country.

API reference in the card: upload leads, get lead data
Excel import: up to 5 files and 20,000 rows at once
Duplicate check across files before anything is imported

CRM

Hierarchy, permissions, security

A hierarchy tree where the top sees everything below it and nobody sees above. Permission groups per role, down to a single action.

Example: a shift-retention group with lead export switched off
IP whitelist per company and per user, plus blocked IPs
No whitelisted IP, no login

CRM

Client card

Everything about a client on one screen, with the actions right next to it.

Status, brand, office, FTD, assigned agent, comments and events
Accounts in different currencies and leverage; deposits, withdrawals, orders, staking, documents
Sign-in log, platform activity and agent activity log, with IP addresses
Call, WhatsApp, Viber or chat from the card; one click into the client's platform

Platform

Trading terminal

Indices, stocks, commodities and crypto around the clock on candle charts, with the numbers a trader expects to see.

Orders in lots, units or currency; stop-loss and take-profit by price, pips or profit
Profit calculator, open and closed orders
Balance, credit, floating P&L, margin, free margin, equity, margin level

Platform

Payments, staking, chat

Deposits by crypto, Visa or Mastercard and bank transfer, withdrawals to crypto, and a full account history per client.

Savings accounts: flexible, or locked for a month, a quarter, six months or a year
Overview: total balance, deposits, P&L, profitable orders, success rate
Live chat, market news, language and theme, main or VIP account

How it works

From a new lead to a closed order, in one loop.

Leads come in

From affiliates by API or from Excel files, checked for duplicates and sorted into Sales or Retention.

Your team works the card

Status, assignment, FTD and events; calls and messages straight from the card. Each agent sees only their branch of the tree.

The client trades on the platform

Accounts, deposits, orders with stop-loss and take-profit, staking and live chat, in the client's language and theme.

Every action reports back

An order opened or closed shows up in the CRM as a notification to the manager. Client and agent activity stay in the logs.

Video

How our system works.

A 13-minute walkthrough of the CRM and the trading platform, recorded on the live system. English.

Chapters jump straight to that moment. Open on YouTube

Presentation

The full product presentation is sent on request.

Write to us on Telegram and we will send the complete deck with screens, the client flow and the commercial terms.

Request the presentation

Contact

Talk to us.

Demos, partnerships and launches. One Telegram handle, answered by the team.

@crmprovider1

Open in Telegram