{"id":10406,"date":"2026-04-03T09:24:23","date_gmt":"2026-04-03T09:24:23","guid":{"rendered":"https:\/\/test.noble-trading.com\/match2pay-new\/?page_id=10406"},"modified":"2026-04-10T11:50:14","modified_gmt":"2026-04-10T11:50:14","slug":"match-trade-crm","status":"publish","type":"page","link":"https:\/\/test.noble-trading.com\/match2pay-new\/ecosystem\/match-trade-crm\/","title":{"rendered":"Match-Trade CRM"},"content":{"rendered":"\n<section class=\"wp-block-group ecosystem-single is-style-full-wide has-custom-white-background-color has-background has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"margin-bottom:0px;padding-top:250px;padding-bottom:100px\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"padding-top:0px\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"660\" height=\"433\" src=\"https:\/\/test.noble-trading.com\/match2pay-new\/wp-content\/uploads\/2026\/04\/match-trade-crm.png\" alt=\"\" class=\"wp-image-11305\" srcset=\"https:\/\/test.noble-trading.com\/match2pay-new\/wp-content\/uploads\/2026\/04\/match-trade-crm.png 660w, https:\/\/test.noble-trading.com\/match2pay-new\/wp-content\/uploads\/2026\/04\/match-trade-crm-300x197.png 300w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading has-text-align-left\" id=\"h-about-match-trade-crm\" style=\"font-size:42px\">About Match-Trade CRM<\/h2>\n\n\n\n<p class=\"has-text-align-left has-text-color has-link-color has-outfit-font-family wp-elements-c61c876ad63f909bf8d6007e4f0d79d1\" style=\"color:#131313;margin-top:30px;margin-bottom:20px;font-size:18px\">Match-Trade CRM is a broker-grade CRM for FX\/CFD brokers and prop trading firms, built to centralize client and partner management and automate core workflows &#8211; from lead handling and onboarding to reporting and retention. It supports growth and operations with IB\/affiliate management, retention mechanics, and performance analytics. As a Match2Pay technology partner, Match-Trade Technologies helps businesses deploy a more unified payments + CRM stack with less integration effort and faster time-to-market.<br><\/p>\n\n\n\n<p class=\"has-text-align-left has-text-color has-link-color has-outfit-font-family wp-elements-ebd393d87f23be9b2a03d1d5e9be5509\" style=\"color:#131313;margin-top:30px;margin-bottom:20px;font-size:18px\">Key capabilities include:<\/p>\n\n\n\n<ul style=\"font-size:18px\" class=\"wp-block-list\">\n<li>Automated onboarding and conversion-focused lead flow<\/li>\n\n\n\n<li>Partner management (IB \/ affiliate-style structures and portals)<\/li>\n\n\n\n<li>BI\/KPI analytics with custom dashboards<\/li>\n\n\n\n<li>Prop-ready extensions (challenges, leaderboards, rules tracking)<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-left is-layout-flex wp-container-core-buttons-is-layout-fc4fd283 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-outline-arrow is-style-outline-arrow--1\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/match-trade.com\/products\/client-office-app-with-forex-crm\/\" target=\"_blank\" rel=\"noreferrer noopener\">Visit Website<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n\n\n\n<div class=\"wp-block-group is-style-full-wide ecosystem-single-benefits has-background has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"background-color:#fafafa;margin-bottom:0px;padding-top:100px;padding-bottom:100px\">\n<h2 class=\"wp-block-heading\" id=\"h-benefits\" style=\"margin-bottom:40px;font-size:42px\">Benefits:<\/h2>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p style=\"font-size:18px\"><strong>Automated onboarding &amp; conversion workflows:<\/strong> Streamline lead handling and onboarding to improve conversion.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p style=\"font-size:18px\"><strong>Partner growth tools (IB-ready + affiliate capabilities):<\/strong>&nbsp;Scale acquisition with partner structures and dedicated partner areas.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p style=\"font-size:18px\"><strong>Custom dashboards + built-in BI\/KPI analytics:<\/strong>&nbsp;Track KPIs and cashflows, including partner commissions.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p style=\"font-size:18px\"><strong>Client activity &amp; finance visibility:<\/strong>&nbsp;Monitor balances, ledgers, and client activity from a single back-office view.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p style=\"font-size:18px\"><strong>Ecosystem-ready payments (Match2Pay):<\/strong> Support crypto flows and expand payment optionality via supported PSP integrations.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p style=\"font-size:18px\"><strong><strong>Retention &amp; monetization levers (bonuses, cashback, promo mechanics):<\/strong><\/strong>&nbsp;Support retention and campaign performance with built-in incentives.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p style=\"font-size:18px\"><strong>Operational control (roles, notifications):<\/strong> Set roles and automated notifications to speed up operations.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p style=\"font-size:18px\"><strong>Scalable client portal customization:<\/strong>&nbsp;Adapt client-facing portals and programs as your business grows &#8211; especially useful for dynamic offerings.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p style=\"font-size:18px\"><strong>Prop challenge &amp; competition tooling:<\/strong>&nbsp;Run multi-phase challenges with rules tracking and public leaderboards.<\/p>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>About Match-Trade CRM Match-Trade CRM is a broker-grade CRM for FX\/CFD brokers and prop trading firms, built to centralize client and partner management and automate core workflows &#8211; from lead handling and onboarding to reporting and retention. It supports growth and operations with IB\/affiliate management, retention mechanics, and performance analytics. As a Match2Pay technology partner, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":9085,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-10406","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.4 (Yoast SEO v27.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Match-Trade CRM - Match2Pay<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Match-Trade CRM\" \/>\n<meta property=\"og:description\" content=\"About Match-Trade CRM Match-Trade CRM is a broker-grade CRM for FX\/CFD brokers and prop trading firms, built to centralize client and partner management and automate core workflows &#8211; from lead handling and onboarding to reporting and retention. 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