Outbound sales
Click-to-call from any lead profile. Auto-log call duration, outcome, and recording. Power dialer integration for high-volume outreach.
Click-to-call, recording, and IVR — wired to the same client record.
Sales and retention desks run on the phone. Brokeret integrates with the major VoIP and call-centre platforms — Twilio, Zoom, RingCentral, Nextiva, 8x8, and Voiso — so every call is logged against the right client record, recordings are searchable, and IVR routing matches trader tier. Click-to-call from any customer profile, auto-log call outcomes, and pipe call analytics into the same dashboards as deposits and trades.
Click-to-call from any lead profile. Auto-log call duration, outcome, and recording. Power dialer integration for high-volume outreach.
Inbound calls match to the client record automatically. Agents see deposit history, last trade, and open tickets before they answer.
All calls recorded and tagged. Regulator-ready exports with timestamps, agent identity, and client consent flags.
Every voip provider available in Brokeret today. Search, scan, or click through.

Programmable voice and SMS infrastructure used by global brokerages. Click-to-call, SMS OTP, and call recording out of the box.

Schedule and host client onboarding calls directly from a customer profile. Recordings auto-attach to the lead record.

Cloud PBX with full call-centre features. IVR routing by trader tier, auto-logging, and quality monitoring.

Unified business comms with strong outbound calling features. Power dialer integration for high-volume sales desks.

Global cloud comms with strong compliance and recording. Trusted by regulated financial institutions.

Forex-focused contact-centre platform with native CRM hooks. Predictive dialer, recording, and full agent analytics.
Trading platforms
Direct, sub-second sync — no bridges, no polling.
7 integrations
Payment providers
Cards, bank wire, e-wallets, crypto — 60+ rails, region-by-region routing.
66 integrations
KYC & AML providers
Six pre-wired identity providers. Audit-ready logs, sanction screening, ongoing monitoring.
6 integrations
Third-party tools & APIs
Slack, Zapier, AWS, Cloudflare, SendGrid — and a REST API for everything else.
22 integrations
Most customer-requested integrations ship within four weeks. Tell us what you need — we'll let you know when it lands.