Admin CRM Panel
for Prop Firm Operators

You can manage trader accounts, live account monitoring, KYC and compliance workflows, payment and payout requests, risk alerts, drawdown violations, CRM automation triggers, and real-time firm performance dashboards — everything your operations team needs in one place.

The CRM lets you view, filter, and manage all trader accounts by status, challenge phase, country, or equity tier. You can approve or reject challenge completions and funded account requests with one click, including custom rejection reasons and automated notifications.

Yes. The Admin Panel includes a full KYC pipeline from document submission to approval. You can track verification status, flag suspicious activity, review AML screening results, and maintain an immutable compliance audit trail — all without leaving the CRM.

You can approve, schedule, or reject payout requests with a single click. The panel tracks full payment history, integrates with payment gateways, and supports automated profit-share calculations so your finance team processes payouts with minimal manual effort.

Yes. The CRM surfaces real-time risk alerts for drawdown breaches, news trading violations, HFT detection, and account anomalies. Every breach is logged, timestamped, and categorised so your team can act before issues escalate.

Yes. The CRM supports rule-based automation for email triggers, challenge completion notifications, KYC status updates, payout scheduling, and account lifecycle events — dramatically reducing the manual workload on your operations team.

The Admin CRM Panel is built to handle thousands of active traders without performance degradation. As your prop firm grows, the platform scales automatically — no replatforming or infrastructure changes required.