LumenProp is an advanced MT5-integrated Client Relationship Management (CRM) system designed to support brokers and financial services firms in managing client data, performance tracking, and communication workflows. The project involved planning, designing, and developing a powerful CRM platform that enhances operational efficiency and user engagement for MT5-based businesses.
The client required a robust CRM that could seamlessly integrate with the MetaTrader 5 (MT5) trading platform while handling complex client profiles, reporting, and automated communication workflows. Ensuring real-time data sync, user security, and intuitive dashboards were key challenges to address for operational reliability and ease of use.
We developed a customized CRM solution integrated with MT5 APIs to deliver real-time account insights, automated lead tracking, and client engagement tools. The platform includes role-based access, customizable dashboards, reporting modules, and automated alert/notification features. Our approach prioritized scalability, strong data security, and a clean UX/UI design to support both admin and end-user workflows.
The LumenProp CRM platform significantly improved client management and operational efficiency for the business. Users can now access real-time trading account data, manage leads and communications more effectively, and generate actionable analytics — all from a unified interface.
- Seamless MT5 integration for real-time data sync
- Custom dashboards for better performance insights
- Automated client tracking and communication workflows
- Secure, scalable CRM built for future enhancements
