A pipeline that knows
what an IB does.
Every broker CRM was built for sales reps, not for IBs. Ours has the stages, activity types, and commission tracking that actually match how you win a trader — from first DM to live trading account.
Four steps, one pipeline.
Leads arrive
From your website forms, your onboarding bots, outreach replies, or manual imports. Tagged by source automatically.
Pipeline them
Drag leads through New → Contacted → Interested → Signed Up → Active Trader. Or flip to table view for power use.
Work them
Log notes, calls, Telegram DMs, and outreach replies on the lead. Every interaction is threaded into one timeline.
Score and score again
AI scores each lead from 0–100 based on engagement, replies, and profile. Work the high scores first; let drips warm the rest.
Built for how IBs actually work.
IB-native pipeline stages
New · Contacted · Interested · Signed Up · Active Trader · Lost. Not generic 'qualified/closed' stages from a software template — the real stages of converting a trader.
Rich tagging + custom fields
Tag by broker, instrument, language, country, capital. Add your own JSON custom fields. Filter the pipeline by any combination in one click.
Every interaction, one timeline
Notes, calls, Telegram messages, emails, bot conversations, signal engagement — every touchpoint shows up on the lead's timeline with who did what and when.
Smart nudges
IBHQ watches your pipeline and pings you when a lead's been quiet too long, when a high-score lead enters your pipeline, or when a trader suddenly goes active.
AI scoring + summaries
Each lead gets an auto-scored 0–100 rating, plus a one-paragraph AI summary of their recent activity. Skim 40 leads in 40 seconds.
Full export, zero lock-in
Export everything — leads, activities, custom fields — as JSON or CSV whenever. No premium export tier, no email verification, no throttling.
What IBs actually ask us.
Can I import leads from my current CRM?+
Yes. CSV import with field mapping, or our JSON API if you have more than a few hundred leads. We map common CRM exports (HubSpot, Pipedrive, spreadsheets) automatically.
How is lead scoring calculated?+
We use a per-tenant Groq model that scores based on engagement (replies, bot completion, signal clicks), profile signals (country, stated capital, language match), and velocity (how fast they moved through stages). Scores update hourly.
Can my team collaborate on leads?+
Yes. Assign leads to specific team members, @mention teammates in notes, and every activity records who did it. Roles: owner, admin, editor.
Does it track commission?+
When paired with your broker's webhook (we provide the ingest endpoint), yes — commission events map back to the lead who generated them. Even without the broker integration, you can log it manually.
Is there a limit on leads?+
No. Starter plan supports unlimited leads. What changes across tiers is AI features and module add-ons, not raw capacity.