Does PropExecutor include a CRM?
Quick answer
Yes. PropExecutor's admin panel is a built-in trader CRM, included in every one-time plan. It keeps every trader with the accounts they hold, their status, capital, pass rate, recent trades and rule warnings, and the rule engine updates it the moment an account is warned, breached or passed.
Detailed answer
The CRM is not an add-on. It is the admin panel your firm already uses to run its accounts.
What it holds
- Traders: every trader record, searchable by name or email.
- Accounts per trader: each account they hold, its challenge, phase, balance and status.
- Performance: capital held, pass rate and recent trades.
- Rule events: warnings, flags, breaches and passes, with the reason and the evidence.
- Credentials: assign, reassign and rotate a trader's login in one place.
Connected to the risk engine
Because the CRM and the rule engine are one system, nothing is synced overnight. A breach on the tick shows on the trader's record straight away, and so does a pass or a warning.
Working with other tools
If you also run another CRM or help desk, the API and webhooks keep it in step: accounts, status, reports and every pass, breach and warning as it happens.
PropExecutor team · Updated
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