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Product · CRM & Sales Ninja

The CRM your retention floor actually wants to live in.

Built for trading operations, not generic sales. Every contact, call, deposit attempt and trading event lives in one timeline — with auto-routing, performance dashboards and a Sales Ninja layer that turns reps into closers.

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4,287 active leads
PIPELINE / TODAY
New leads142
Olivia Reyes
$2,400EUR/USD
Marcus Chen
$8,750BTC/USD
Contacted86
Marcus Chen
$8,750BTC/USD
Aria Patel
$1,250Gold
Qualified41
Aria Patel
$1,250Gold
Ben Stoll
$15KIndices
Funded17
Ben Stoll
$15KIndices
Olivia Reyes
$2,400EUR/USD
× 2.4
Average rep productivity vs generic CRMs
−38%
Lead-to-FTD time after 90 days
150+
Trading-specific events tracked per lead
24/7
Auto-routing across teams & timezones
What you get

A CRM that speaks broker.

Stop forcing trading workflows into a generic sales tool. CRM & Sales Ninja was designed from day one for the FTD-driven, KYC-gated, retention-heavy reality of trading.

Unified lead timeline
Calls, emails, deposits, trades, IB sources and KYC steps unified per contact — no more switching tabs to understand a lead.
Smart auto-routing
Round-robin by language, geo, deposit size, source or rep performance. Reassign sleeping leads automatically.
Sales Ninja scripts
Inline call scripts, objection libraries and live talking points pulled from the lead's actual trading behavior.
Custom statuses & SLAs
Build your retention waterfall with your own statuses, SLAs, escalations and required actions before close.
Power dialer
Click-to-call across providers — Twilio, Voiso, MMD, Squaretalk, Commpeak, Cloudtalk and more — with full call recording in-CRM.
Performance dashboards
Per-rep, per-team, per-desk leaderboards. Conversion, FTD value, retention curves and call SLAs in real time.
Lead distribution rules
Marketing source, ad ID, language, country, capital — combine any signals. Recapture stale leads with auto-redistribution.
Communication hub
Email, SMS, WhatsApp, Telegram all logged in the timeline. Templates with merge tags pull from the trader's live data.
Permissions to the field
Manager sees the desk. Team lead sees the team. Rep sees their book. Compliance sees everything. Field-level masking built in.
Sales Ninja

Coach reps in the moment, not after the call.

Sales Ninja layers live talking points, objection handlers and trading-data context on top of the call screen — so juniors close like seniors and seniors close faster.

  • ✓Live trading context: open positions, last deposit, drawdown, IB source
  • ✓Objection library tied to the trader's real behavior
  • ✓Auto-summary and next-best-action after every call
  • ✓QA scoring built into the dialer for compliance teams
BI · LiveOPS / EXEC DASH
Net deposits 30D
$ 8.42M
+18.4% vs prev
Conversion
11.4%
Retention 90D
68%
Funnel · last 7d
Visit
12,480
Sign-up
1,842
KYC pass
1,284
FTD
287
AI alerts
⚠ Drop in PSP-A approval
↑ Geo X conv +14%
⚠ 3 high-risk withdrawals
Auto-routing

Leads land where they convert best.

Configure routing the way your sales floor actually works: by language, country, source, deposit potential, rep skill score, time-of-day, or any custom field.

  • ✓Round-robin, weighted, skill-based, or VIP routing
  • ✓Sleep-and-recapture for cold leads
  • ✓Auto-reassignment when reps go offline or miss SLA
  • ✓Source-aware: paid traffic ≠ organic ≠ IB
200+ connectorsLIVE · NOT THEORETICAL
MT5
MT4
Match
TLocker
Sumsub
Praxis
Chai…
Stripe
Twilio
FB
BitGo
Slack
[TRADE][DEPOSIT][KYC][WITHDRAW][CALL][EVENT][TRADE][DEPOSIT][KYC][WITHDRAW][CALL][EVENT]
Why not a generic CRM

The difference is in the verbs.

Salesforce and HubSpot were built for B2B SaaS. Antelope's CRM was built for trading.

Generic CRM
Antelope
Trading data on the lead card
Custom fields, manual sync
✓Native: positions, deposits, drawdown, FTD, last trade
Power dialer
Plug-in or third party
✓Built-in across 9+ telephony providers
KYC & payments awareness
External, disconnected
✓Lives inside the same record
IB attribution
Manual fields
✓Multi-level partner tree native
Time-to-deploy
Months of customization
✓Days — trading workflows preset
FAQ

Frequently asked

Yes. Our migration team has moved 40+ brokers from Salesforce, HubSpot, Zoho, Pipedrive and bespoke MySQL stacks. Lead history, call logs, custom fields and tags come over cleanly.

Run your sales floor like an operator.

See how CRM & Sales Ninja replace 4–6 tools and lift conversion within the first 90 days.