VAST CRM
Built for Prop Firms

The CRM Solution for Your
Proprietary Trading Firms

Manage trader onboarding, challenge programs, account workflows, payments and day-to-day operations through a CRM configured around the way your prop firm works.

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How Your Prop CRM Comes Together

Four Stages, From Requirements to Ready

We understand how your operation works, configure the CRM around your requirements, connect the required systems and prepare the platform for your team.

  1. Stage 01

    Map Your Requirements

    We understand your prop model, trader journey, challenge structure and operational requirements to define what the CRM needs to handle.

  2. Stage 02

    Configure the CRM

    Set up challenge plans, account rules, trader workflows, dashboards, permissions and other CRM configurations around your defined requirements.

  3. Stage 03

    Connect Your Integrations

    Connect supported trading platforms, payment systems and other required services so the CRM can exchange the data your operation needs.

  4. Stage 04

    Deploy & Go Live

    Test the configured workflows, complete the final setup and hand over the ready CRM so your team can start managing the operation from one system.

Three levels of flexibility

Use What Fits. Extend What Doesn't.

Your prop operation does not have to change its process to fit the CRM. Configure the standard capabilities, extend specific requirements and automate the workflows that matter to your team.

  • Configure

    Set up the CRM around your existing prop operation with configurable challenge plans, account structures, roles, permissions, commission rules and workflow settings.

    • Flexible account structures
    • Custom roles & permissions
    • Configurable business rules
    • Adaptable workflow settings
  • Built around your needs

    Extend

    When your operation needs something beyond the standard CRM, extend the platform with custom dashboards, reports, workflows and functionality designed around your specific requirements.

    • Custom workflow logic
    • Purpose-built dashboards
    • Custom reporting requirements
    • Functionality beyond the standard setup

  • Automate

    Reduce repetitive operational work by turning recurring actions into structured workflows, helping your team handle trader activity, internal processes and routine CRM tasks more efficiently.

    • Automated routine workflows
    • Trigger-based actions
    • Less manual processing
    • Consistent operational workflows

What Your Prop CRM Handles

Six Core Workflows
Built for Prop Operations

Give your team one connected system for managing the trader journey, challenge activity, account operations and the workflows that keep your prop business moving.

  1. Trader Onboarding & Profiles

    Manage trader registration, profiles, account information and onboarding workflows from one CRM, giving your team a complete view of each trader throughout their journey.

  2. Challenge & Evaluation Management

    Organize challenge programs, evaluation stages, account conditions and trader progress while keeping the relevant rules and account information connected to each participant.

  3. Account & Rule Monitoring

    Track account activity against configured trading conditions and risk parameters, helping your team monitor important events and manage account status through the CRM.

  4. Funded Trader Management

    Keep funded accounts, trader status, performance information and related operational workflows organized as traders move beyond the evaluation stage.

  5. Payout & Finance Workflows

    Manage payout requests, transaction records and related approval workflows through connected finance operations, giving your team better visibility into trader payments.

  6. Reports & Operational Insights

    Bring trader activity, account performance, challenge data and operational information into structured reports and dashboards for clearer day-to-day decision-making.

Inside Your Prop CRM

One Workspace, Complete Operational Visibility

Give your team a centralized workspace to monitor trader activity, account status, challenge progress and key operational data without switching between disconnected systems.

  • Centralized trader management
  • Real-time account visibility
  • Connected operational workflows
  • Reports & dashboards
Read the FAQ Get Your Demo
VAST CRM admin portal interface for managing prop trading operations

Questions About Prop Trading CRM

Before You Choose Prop CRM

Common questions about configuring, integrating and using a CRM for prop trading operations.

  • Yes. The CRM can be configured around different challenge structures, account types, trading conditions and evaluation requirements. Your team can manage the relevant program settings and trader workflows from the same system.

  • Yes. VAST CRM supports connectivity with multiple trading platforms, allowing trading account information and relevant activity to work alongside CRM workflows. Supported integrations can be selected according to your operational requirements.

  • Yes. The CRM can connect with supported payment infrastructure so deposits, withdrawals, transactions and related finance workflows can be managed alongside trader and account information.

  • Yes. The platform can be configured around your requirements, while specific operational needs can be extended through custom workflows, dashboards, reports and other supported functionality. The aim is to adapt the CRM to your processes rather than force your team into a fixed setup.

  • Yes. The CRM brings trader profiles, account information, challenge status, activity and operational data into a centralized workspace, giving your team a connected view of the information they need to manage day-to-day operations.