ST CRM for Startup Brokers

A startup-friendly CRM option when you need a more complete launch stack

ST CRM is positioned as a complementary offer for startup brokers who want a more complete operational setup around ST Trader.

ST CRM

Client & Operations Hub

Onboarding Pipeline

12

Lead

8

KYC

5

Funded

48

Active

Recent clients

AK

Alex K.

Deposit pending
SL

Sara L.

KYC approved
MH

Mark H.

Onboarding
JP

James P.

Active trader

How we position ST CRM

ST CRM is not a forced migration angle for established brokers with an existing system. It is strongest when used as part of a startup-broker launch path or a broader turnkey package.

Best use cases

  • Startup broker launches
  • Operational workflows around onboarding
  • A bundled approach with ST Trader
  • Teams that want fewer moving parts at launch

See whether ST CRM fits your launch path

Discuss whether CRM should be part of your setup now, later, or not at all.