Learn Baxance CRM
Inside Out

These guides are made for running a forex desk, not for a generic CRM. The Getting Started videos cover the work of your first week: connecting MT4 or MT5, importing existing clients, and configuring the trader's room so registration, KYC and deposits flow without manual steps.

The user tutorials focus on the daily desk: working leads, moving them through the pipeline, and reaching clients over email and WhatsApp from inside the CRM. The admin tutorials go deeper into roles and permissions, automation, white-label setup and reporting, which is where most of the time-savings for a growing brokerage come from.

Prefer a guided run-through of your own configuration instead of recorded videos? Book a demo and a specialist will set it up against your platform, your payment providers and your IB structure. If a topic you need isn't here yet, tell us through the contact page and we will add it.