Client engagement
Run professional email campaigns to every trader and partner you have.
Newsletter turns your existing brokerage data into campaignable audience segments, templates, and delivery operations without extra MarTech sprawl.
forexcrm.org/newsletter
Newsletter & Email Marketing
Client engagement
Audience source
Live CRM data
Campaign mode
Batch + scheduled
Content assist
AI-generated
Campaign scheduling and reusable template managementLive
Audience segmentation from live platform dataLive
AI-assisted copy and subject-line generationProcessing
Batched sending infrastructure with delivery visibilityQueued
Activity
Newsletter & Email Marketing
Email your entire client base without leaving your brokerage platform.
Live CRM data
Audience source
Batch + scheduled
Campaign mode
AI-generated
Content assist
Core capabilities
Campaign scheduling and reusable template management
Audience segmentation from live platform data
AI-assisted copy and subject-line generation
Batched sending infrastructure with delivery visibility
List and contact management for clients and partners
Reputation-aware operational controls
Business outcomes
Communicate with traders using live operational data
Reduce reliance on separate email-marketing platforms
Make campaigns faster for lean brokerage marketing teams
Roadmap depth
A/B testing
Drip campaigns
Click tracking
Live preview
Newsletter & Email Marketing in action
A representative view of the workflows, metrics, and connected data you get with Newsletter & Email Marketing.
Newsletter & Email Marketing Dashboard
Live operational mock panel
Live CRM data
Audience source
Batch + scheduled
Campaign mode
AI-generated
Content assist
Workflow pipeline
Updated just now
Campaign scheduling and reusable template management
01
Audience segmentation from live platform data
02
AI-assisted copy and subject-line generation
03
Batched sending infrastructure with delivery visibility
04
Performance snapshot
Audience sourceLive CRM data
Campaign modeBatch + scheduled
Content assistAI-generated
Recent actions
Communicate with traders using live operational data
Sync1h ago
Reduce reliance on separate email-marketing platforms
Approval2h ago
Make campaigns faster for lean brokerage marketing teams
Automation3h ago
Connected apps
Knowledge BaseSocial ConnectClient PortalPartnerHub
Operational table
Workflow
Owner
Status
Load
Campaign scheduling and reusable template management
Ops team
Live
24%
Audience segmentation from live platform data
Compliance
Stable
36%
AI-assisted copy and subject-line generation
Finance
Monitored
48%
Batched sending infrastructure with delivery visibility
Support
Optimized
60%
List and contact management for clients and partners
Growth
Ready
72%
Who uses it
Marketing
CRM
Retention
Typical use cases
Segment traders by operational data
Launch lifecycle campaigns faster
Own email delivery without extra martech tools
Connected workflows
Knowledge Base
Social Connect
Client Portal
PartnerHub
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Chat & Support
AI-assisted live chat built for financial services.
Handle pre-sales and support conversations with brokerage context, AI assistance, and queue discipline.
Live WebSocket-based messaging for clients and guests
AI reply suggestions for faster support handling
Support inbox with priority, status, and ownership workflows
Explore module
Form Builder
Build any form your brokerage needs without a developer.
Create onboarding, survey, application, and operational forms with logic, validation, and AI assistance.
Application, survey, contact, and custom-form templates
20+ field types with validation and uploads
Multi-step logic and conditional flows
Explore module
Knowledge Base
Help your clients help themselves with a smart, searchable help center.
Publish a white-labeled help center with SEO, search, AI authoring, and audience-aware visibility controls.
Rich article management with categories and subcategories
Searchable public or client-only knowledge areas
SEO controls and content performance visibility
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