Prop Firm CRM: The Built-In CRM Inside PropExecutor

A prop firm CRM is where you manage your traders, their accounts and everything that happens to them. PropExecutor has one built in. Your trader roster, account provisioning, credentials, rule results, breach reasons and analytics all live in the same admin panel that runs your trading terminal, so you manage your whole firm from one place instead of stitching tools together.

Why a prop firm needs a CRM built into its platform

A prop firm's CRM has different questions to answer than a sales CRM. When a trader writes in, your team needs to know in seconds:

• Who is this trader, and which accounts do they hold?
• Which challenge are they on, and what are its rules?
• Is the account active, breached or passed?
• If it breached, which rule ended it and when?
• How have they been trading?

When your CRM and your trading platform are separate, every one of those answers means copying data between systems. With PropExecutor, the CRM and the platform are the same system, so the answers are already there.

What PropExecutor's built-in CRM gives you

Manage every trader in one roster

The Traders page in the PropExecutor admin panel is your trader roster. Add a trader with a name and an email, and every account they hold sits under them. You can see at a glance who is trading, who has passed and who needs attention.

Traders never sign up with PropExecutor. You decide who gets an account, and you stay in control of the relationship.

Provision and hand out accounts in minutes

Create trading accounts in bulk, up to 100 at a time, for any challenge you sell. Each account comes with its account number, password and server name, and is frozen to the exact rule version of its challenge in the PropExecutor rule engine.

Assign an account to a trader, send the login, and they are trading on your branded terminal straight away. If a trader moves on, reassign the account and rotate the password. Rotating ends every live session on the old login immediately, so the previous holder is out the moment you click.

See exactly why an account breached or passed

The PropExecutor rule engine judges every account on every price tick. When an account breaches, the CRM shows you the rule that ended it and the reason, right on the account. When an account passes, you see that too.

Rules set to flag rather than breach are recorded on the account as well, so you can spot traders who keep brushing against a limit before it becomes a problem.

Analytics for every trader and your whole firm

Open any account to see its trades, open positions, history and equity curve. Firm-wide analytics show how your traders are performing across every challenge, so you can tell whether your rules are too tight, too loose or about right.

That is the information that drives better decisions: which account sizes sell, which challenges traders pass, and where they struggle.

Answer support questions in a minute

A trader asks, "Why did I breach?" Your team opens their record in PropExecutor and sees the account, the rule that ended it, the trades that led there and the equity curve. The answer takes a minute and rests on facts, and the trader feels taken seriously.

Your whole team in one panel

Add admins to your firm so support, operations and founders all work from the same PropExecutor panel, with the same live data. No exports, no shared spreadsheets, no account numbers pasted into chat.

Extend it with the PropExecutor API

The built-in CRM covers the day-to-day running of your firm. When you want to automate more, the PropExecutor API is included on every plan. Your website or other tools can assign accounts to traders by name and email, read credentials, and pull trades, rule flags, analytics and a full account report in a single request. With PropExecutor webhooks, your systems hear the moment an account breaches or passes.

How to get started

1. Start your prop firm for free with your email.
2. Build your first challenge in the rule builder.
3. Create your accounts and add your first traders to the roster.
4. Hand out logins and watch results arrive in the CRM.
5. Add your team as admins.
6. Pick a plan when you are ready to grow: one payment, no monthly fee.

For where everything fits in a growing firm, read our prop firm tech stack guide.

Run your whole prop firm from one place

PropExecutor gives you the trading terminal, the rule engine and a built-in CRM in one platform. Your traders, accounts, rules and results stay together, always current, always one click away.

Try the live demo on propexecutor.com, explore the PropExecutor features, or start your prop firm for free today.