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Securely manage your sales compliance in one place.

You’ve decided to start or have an existing regulated brokerage, as such you must comply with the financial regulatory body of the country (FSA, Cysec, Asic, etc). Skale CRM – Customer Revenue Management can be ready at a click of a button and allows you to comply with the rules set down by that body. 

Easily and safely onboard new customers as a regulated broker.

Hundreds of settings and options ready for you to use from the moment of registration

✓ Manage KYC
✓ Secure and effective onboarding
✓ 100’s of official technology partners

Start your business without headaches and instantly set it up, or change or add new settings with the time.

1. Moment to the deposits, documentation request, storage, and data security. 
2. We’ve it ready for you. You can
2. We’ve it ready for you. You can

Hot leads, soft leads, multiple source leads...

Manage leads coming straight from your website or channel of choice. Upload sales lead sheets using the Skale CRM uploading tool, whilst receiving them from multiple marketing campaigns.

Standard

SKALE CRM & CLIENT PORTAL

$59 / CRM user
    MIN MONTHLY PRICE: $1,195
    Includes: 5 CRM users


    FREE SETUP
Start Today
Popular
Premium

CASHIER & INTRODUCING BROKER

$59 / CRM user
    MIN MONTHLY PRICE: $1,490
    Includes: 10 CRM users
    Additional brands: $850

    FREE SETUP
Start Today
Unlimited

APIS & AFFILIATE PLATFORM

$59 / CRM user
    MIN MONTHLY PRICE: $2,180
    Includes: 20 CRM users
    Additional brands: $850

    FREE SETUP
Start Today
Standard

CRM & CLIENT PORTAL

$47 / CRM user

    FREE SETUP
    MIN YEARLY PRICE: $14,820

    (inc 5 CRM users)
    additional brands: $850

Choose This Plan
Premium

CASHIER & INTRODUCING BROKER

$47 / CRM user

    FREE SETUP
    MIN YEARLY PRICE: $17,600

    (inc 10 CRM users)
    additional brands: $850

Choose This Plan
Unlimited

CRM & CLIENT PORTAL

$47 / CRM user

    FREE SETUP
    MIN YEARLY PRICE: $23,280

    (inc 20 CRM users)
    additional brands: $850

Choose This Plan

Pick your plan

Features

Standard - CRM & Client Portal

Premium - Cashier & Introducing Broker Offices

Unlimited - API's & Affiliate Platform

CRM
Client Portal
skale marketplace
iP whitelisting
VOIP
cashier
multi-brand
multi-platform
IB Office Support
Affiliate API
Client API
Max CRM Entries: Standard 100k, Premium 1m, Unlimited 1m+
Document Storage: Standard 1GB, Premium 20GB, Unlimited 20GB+
Marketplace Plugins: Standard: 0 plugins included ($100 per extra plugin) - Premium: 2 plugins included ($100 per extra plugin) - Unlimited: No limit plugins
IB Portal - $500 per portal
Multi-Brand - $850 per extra brand

Single Brand Brokers

Multi Brand White Label Providers

Multi Brand
Brokers

Multi Brand Platform Providers