Compare features to choose the right plan

Essential
Pro
Enterprise
Individual/Compnay Client Management
  • - Self-service registration and password management
  • - Manual KYC/KYB
  • - Client interactions and activity history
  • - Preference
  • - SMS/OTP/Email 2FAs
MandatoryMandatoryMandatory
Online auto KYC/KYB/AML using FOX solution
MandatoryMandatory
MT4 account and fund management per Live server
112+
MT5 account and fund management per Live server
11
MT4 account and fund management per Demo server
12+
MT5 account and fund management per Demo server
11
Multi-level IB and commission calculation and distribution for MT4
112+
Multi-level IB and commission calculation and distribution for MT5
11
Integrated IB reports for both MT4 and MT5
OptionalMandatory
Payment channels and 5*16 technical support
  • - EFT to House bank accounts
  • - USDT to platform wallet (ERC20 and Tron)
  • - USDT using Web3.0 (ERC20 and Tron)
  • - Customer support
OptionalMandatory
Each additional payment channel (No include custom build fee)
OptionalOptionalOptional
Task board and approval board with the following automated workflows with human tasks and approvals whenever involved
  • - Client KYC or KYC changes requests
  • - Client account requests
  • - Client deposit requests
  • - Client withdraw requests
  • - Client transfer requests
  • - Client IB application requests
  • - FX Account password change requests
  • - FX Account leverage change requests
  • - Client withdrawal bank requests
  • - Client withdrawal Crypto wallet requests
  • - Client general requests
MandatoryMandatoryMandatory
Transaction and finance reports
MandatoryMandatoryMandatory
Sales portal with controlled client data access
OptionalRecommended
Multiple regulations support with logical data separation
RecommendedMandatory
50K+ Global Bank data repository
OptionalMandatory
Announcements, News and ADs management
RecommendedMandatory
Customer ticket management with thread
RecommendedRecommended
Client and Admin API explorer and API access control with logs
MandatoryMandatory
Customizable emails and notifications
MandatoryMandatory
Telegram notification channels
RecommendedMandatory
Admin dashboards and management reports
MandatoryMandatory
Foundational Risk reports
OptionalRecommended
Security, Access control, IP track, IP and Country blocking, etc
MandatoryMandatoryMandatory
Free System training * 3 times
RecommendedRecommended
Free 20 hours customisations
RecommendedMandatory
Admin monitoring App
Mandatory

Fox CRM Pricing Model

The monthly subscription fee for FOX CRM are calculated using the following formula.

Monthly subscription fee =
Sum(Selected function modules * module price) * activated clients’ range ratio
  • A function module is a set of combined functions on one subject.
  • Module price is the standard price for a range of 5,001 to 8,000 activated clients.
  • Activated clients’ range ratio is the actual activated clients for each month start times the standard ratio, which is 1.
Clients' rangeRatio
Activated clients 0~5000.3
Activated clients 501~2,0000.5
Activated clients 2,001~5,0000.8
Activated clients 5,001~8,000 (Standard)1
Activated clients 8,001~12,0001.2
Activated clients 12,001~15,0001.5
Activated clients 15,001~20,0001.8
Activated clients 20,001+2

For example, if a CFD broker selected a group of function modules with $3,000 USD/month of subscription fee, for a month start, the actual activated clients’ range is 8,088, with ratio of 1.2, then this CFD broker’s month subscription fee is: USD3,000 * 1.2 = USD 3,600.

For more details of Fox CRM modules and Finance one, please contact sales: sales@foxifi.io