Run challenges, evaluations and payouts from one system
Sell challenge plans, let a rules engine track profit targets and loss limits on every account, move traders through phases to funded status, and manage payouts and affiliates — all from one prop firm back office.
Manual rule checks don't scale past the first hundred traders
Prop firms live on accurate rule enforcement. Checking drawdowns, trading days and targets by hand is slow, inconsistent and the fastest way to lose traders' trust.
Manual operations
- Accounts created after each payment by hand
- Breaches spotted late or disputed
- Payout eligibility checked in spreadsheets
Prop trading CRM
- Paid challenge → account issued automatically
- Rules evaluated continuously with a clear record
- Phase upgrades and payouts follow defined rules
Prop firm features
Challenge plans & checkout
One-step, two-step or custom programmes by account size, with fees and add-ons, sold through your site.
Rules engine
Profit targets, daily and maximum loss limits, minimum trading days and other rules evaluated on every account.
Phase progression
Automatic upgrade from evaluation to verification to funded once rules are met.
Funded accounts & payouts
Profit-split settings, payout requests, eligibility checks and approval queues.
Trader dashboard
Traders see their progress against each rule in real time.
Affiliates & KYC
Affiliate links and commissions, plus KYC before funded status or payout.
From checkout to first payout
Buy a challenge
The trader picks a plan and pays through your checkout.
Account issued
Credentials are created on your platform and sent to the trader.
Evaluation
The rules engine tracks targets and limits on every trade.
Verification
Passing traders move to the next phase automatically.
Funded
After KYC and agreement, the funded account is issued.
Payout
Eligible profits are requested, approved and paid by your team.
What a prop firm launch needs
- You
Trading platform
A platform for evaluation and funded accounts — we can help you choose and set one up. See trading platforms.
- You
Programme rules & terms
Your challenge rules, profit split, payout policy and trader agreement.
- You
Payment providers
Merchant accounts to accept challenge fees and send payouts.
- Us
CRM, rules & integration
Plan setup, rules configuration, platform and PSP integration, and testing.
Operational considerations
- Transparent rulesTraders see the same rule values the engine applies.
- Recorded breachesEach breach is stored with time and values, for fair dispute handling.
- Payout controlsPayouts require approval by authorised roles and can require KYC first.
- Regulatory checkProp trading rules differ by country; confirm your model with your legal advisers.
Prop trading CRM questions
Which platforms can prop accounts run on?
We set up and integrate the platform that fits your firm — see trading platforms — and confirm connector scope during discovery.
Can we run one-step and two-step programmes at the same time?
Yes. Each plan has its own phases, rules and fees.
Can you also build our prop firm website?
Yes — see website & digital growth.
Works alongside
Launch or scale your prop firm.
Tell us about your programmes, platform and payout model, and we'll show you the challenge, rules and payout flows working end to end.