PipLine CRM · sales and retention CRM for MetaTrader 5 brokers

What you get. Built for the sales floor.

Leads move from Pool to Customers by themselves.

Simulated PipLine CRM lists: Pool 3,904, Potential 5,211, Customers 3,365. The database decides which list a person is on.

No call goes unlogged.

Simulated call note: the next call stays locked until the agent picks an outcome and writes a note.

Approve a deposit once; ledger and MT5 follow.

Simulated approval of a deposit request: one database transaction books the ledger transfer and queues the MT5 balance job.

Pool, Potential, Customers. Moved by data, not by hand.

01 · Pool

No trading account yet. Imports and sign-ups land here.

PipLine CRM Pool list: records with contact details, status and an assigned agent or an Assign action.

02 · Potential

Account open, not yet funded. Deposits are approved from the record.

PipLine CRM Potential Customers list with contact details, status and assigned agents.

03 · Customers

Funded. Retention works this book, one agent per customer.

PipLine CRM Customers list with CRM numbers, contact details, status, segment and agents.

One record, from import to first deposit.

Follow one customer from import to an approved first deposit.

FIG.03 · Record lifecycle · velmora / crm-104332Simulated dataStatic

01 Inputmoney request

RequestREQ-8815DepositUSD 500.00MethodCredit card · PSP-01MT5 account71231ProviderConfirmedApproved byElif Arslan

02 Ruleone transaction

approve = ledger + MT5, one transaction

first deposit → Funded

Ledger transferTR-20431MT5 balance job+500.00 · 71231FTDyes

03 Outputrecord

StatusFundedTransferTR-20431 · bookedMT5 jobqueued

List

09:12:04import.stageleads_oct.xlsx · 462 rows · new 412 · duplicate 37 · banned 4 · invalid 9

09:31:40crm.assignCRM-104332 → Jonas Varga · Sales — Meridian

11:05:12crm.panel.openCRM-104332 · invite sent · status New → Potential

16:41:08request.approveREQ-8815 · TR-20431 + balance job · one transaction

ReadEvent in → the database applies a rule → the record lands in a list.

See full specifications

Licensing: PipLine Pro + PipLine CRM, licensed together
Lists: Pool · Potential · Customers, decided by the database
Statuses: 13 system statuses in 3 stages (8 lead · 2 customer · 3 lost) + your own
Visibility: Agents: assigned customers · team leads: their team · see-all roles: the organization · IB users: their own partners
Assignment: Single and bulk · team leads within their own team · IB-link sign-ups to the IB’s representative
Calls: Outcome (7 options) + note required before the next call · telephony integration: click-to-call through your PBX softphone
KYC: 6 document types · review queue · 8 coded rejection reasons · reviewed by people, not automated
Money requests: Claim → check → approve · ledger transfer + MT5 balance job in one transaction · card deposits only after the provider confirms · crypto matches (±2 %, 3 days) flagged for a person · 5 % FX mismatch guard
MetaTrader 5: Account opening, balance and credit, leverage, group moves from the record · accounts sync every 15 min · write-back usually within seconds
Bonuses: Deposit bonuses with terms frozen at grant · lot requirement split by gold and index
Import: Excel, ODS, CSV/TSV, TXT or JSON up to 20 MB · a verdict per row: New, Duplicate, Banned, Invalid · merge with preview and undo
Email: Two-way threads after a one-time DNS setup per brand
Sharing: Sister brands can share a customer book (all, or pool only) · money stays per brand
Roles: 10 organization roles · per-person Inherit / Allow / Block
App: Installable PWA · English and Turkish interfaces
Not in PipLine CRM: Kanban, deals or tasks · reminders · automated KYC · built-in client or IB portal

MetaTrader is a registered trademark of MetaQuotes Ltd.

Questions sales desks ask.

Can we license PipLine CRM on its own?

No. PipLine Pro and PipLine CRM are licensed together. They share one platform, one login and one permission grid, and CRM approvals post straight into Pro’s ledger.

Does PipLine CRM have deals, a kanban board or tasks?

No. The pipeline is the list a record sits in and the status it carries. Follow-up stages such as Hot follow-up and Call again are statuses you can filter by.

Can agents see each other’s customers?

No. Agents see the customers assigned to them and team leads their team’s; the server enforces it. Dashboard tile counts are organization-wide.

Is KYC automated?

No. Documents go to a review queue for your team, with coded rejection reasons the customer sees in their panel language.

Does it work without MetaTrader 5?

No. PipLine is built for brokers running MetaTrader 5 under their own license.

PipLine CRM from first call to first deposit.