Admin and internal tools
Everything your back-office team needs, built in.
Admin Suite bundles tasks, calendar, notes, storage, secrets, and meetings into one role-based workspace connected to the rest of the brokerage platform.
forexcrm.org/admin-suite
Admin Suite
The internal tools your brokerage team needs to run every day.
6+
Internal apps
Role-based
Workspace model
Reduced
Data exposure
Core capabilities
Unified access to Tasks, Calendar, Notebook, Drive, Vault, and Meetings
Role-based permissions across each internal tool
Purpose-built replacement for generic productivity SaaS
Shared context with client, payment, and compliance operations
Lower data exposure from external tools
Operational consistency for internal teams
Business outcomes
Lower software sprawl and subscription overhead
Keep sensitive work inside your core platform
Improve cross-team execution with shared context
Roadmap depth
Internal wiki
Meeting recordings
Notebook collaboration
Live preview
Admin Suite in action
A representative view of the workflows, metrics, and connected data you get with Admin Suite.
Admin Suite Dashboard
Live operational mock panel
6+
Internal apps
Role-based
Workspace model
Reduced
Data exposure
Workflow pipeline
Updated just now
Unified access to Tasks, Calendar, Notebook, Drive, Vault, and Meetings
01
Role-based permissions across each internal tool
02
Purpose-built replacement for generic productivity SaaS
03
Shared context with client, payment, and compliance operations
04
Performance snapshot
Internal apps6+
Workspace modelRole-based
Data exposureReduced
Recent actions
Lower software sprawl and subscription overhead
Sync1h ago
Keep sensitive work inside your core platform
Approval2h ago
Improve cross-team execution with shared context
Automation3h ago
Connected apps
TasksCalendarNotebookDrive
Operational table
Workflow
Owner
Status
Load
Unified access to Tasks, Calendar, Notebook, Drive, Vault, and Meetings
Ops team
Live
24%
Role-based permissions across each internal tool
Compliance
Stable
36%
Purpose-built replacement for generic productivity SaaS
Finance
Monitored
48%
Shared context with client, payment, and compliance operations
Support
Optimized
60%
Lower data exposure from external tools
Growth
Ready
72%
Who uses it
Operations
Leadership
All internal staff
Typical use cases
Replace multiple generic productivity tools
Keep internal execution inside one workspace
Reduce sensitive data spread across vendors
Connected workflows
Tasks
Calendar
Notebook
Drive
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