Admin and internal tools
Store, organize, and share brokerage documents without Google Drive.
Drive handles secure document storage for compliance evidence, contracts, templates, and operational files without relying on consumer tools.
forexcrm.org/drive
Drive
Admin and internal tools
Storage model
Secure folders
Sharing
Controlled links
Access
Role-based
Nested folders and large-file upload supportLive
Role-based internal access controlsLive
Preview, rename, delete, and recent-file workflowsProcessing
Secure public sharing links where requiredQueued
Activity
Drive
Secure file storage for your brokerage inside the platform, not outside it.
Secure folders
Storage model
Controlled links
Sharing
Role-based
Access
Core capabilities
Nested folders and large-file upload support
Role-based internal access controls
Preview, rename, delete, and recent-file workflows
Secure public sharing links where required
User-organized document structures
Tight alignment with the rest of the admin suite
Business outcomes
Keep documents closer to the operation they support
Reduce uncontrolled sharing in external tools
Create a safer knowledge and evidence repository
Roadmap depth
Versioning
Folder permissions
Storage analytics
Live preview
Drive in action
A representative view of the workflows, metrics, and connected data you get with Drive.
Drive Dashboard
Live operational mock panel
Secure folders
Storage model
Controlled links
Sharing
Role-based
Access
Workflow pipeline
Updated just now
Nested folders and large-file upload support
01
Role-based internal access controls
02
Preview, rename, delete, and recent-file workflows
03
Secure public sharing links where required
04
Performance snapshot
Storage modelSecure folders
SharingControlled links
AccessRole-based
Recent actions
Keep documents closer to the operation they support
Sync1h ago
Reduce uncontrolled sharing in external tools
Approval2h ago
Create a safer knowledge and evidence repository
Automation3h ago
Connected apps
VaultNotebookMeetingsAdmin Suite
Operational table
Workflow
Owner
Status
Load
Nested folders and large-file upload support
Ops team
Live
24%
Role-based internal access controls
Compliance
Stable
36%
Preview, rename, delete, and recent-file workflows
Finance
Monitored
48%
Secure public sharing links where required
Support
Optimized
60%
User-organized document structures
Growth
Ready
72%
Who uses it
Compliance
Finance
Operations
Typical use cases
Store contracts, filings, and evidence
Share controlled documents securely
Keep operational files in the core suite
Connected workflows
Vault
Notebook
Meetings
Admin Suite
Related apps
Explore the surrounding workflow.
Organization & Staff Management
Run your brokerage team with the same rigor you apply to your clients.
Control staff profiles, departments, hierarchy, roles, and white-label settings from a unified admin model.
Staff onboarding, statuses, and searchable profiles
Departments, designations, and branch structures
Role-based permissions built for granular admin control
Explore module
Meetings
Video meetings built into your brokerage with no extra Zoom dependency.
Schedule and run browser-based meetings with attendance, invitations, and internal history.
Instant and scheduled meeting creation
Guest access for external participants
Meeting links, invitations, and attendance tracking
Explore module
Calendar
A shared team calendar that knows your tasks, meetings, and deadlines.
Coordinate brokerage activity with shared scheduling tied to tasks and meetings.
Month, week, and day planning views
Color-coded events and drag-and-drop scheduling
Task and meeting synchronization
Explore module
Get started
See how 20 apps replace your entire brokerage stack.
Share your setup — platforms, regions, partner model — and we'll walk you through exactly how ForexCRM maps to your operation.
Request a personalized demo
Platform connectivity walkthrough
Client portal & partner program setup
White-label & deployment options