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LiveFINANCE2024

Forex & Trading · Sales CRM

SouqFX

Customized sales CRM with WhatsApp integration, lead capture funnels, and full pipeline visibility

10K+LEADS CAPTURED
1United Pipeline
100%PIPELINE VISIBILITY
0LEADS LOST TO TURNOVER
“Before, our pipeline lived in our reps' phones. Now it lives in the company — every lead, every conversation, every follow-up.”

Sales Director · SouqFX

The Problem

Their pipeline lived in reps' phones

SouqFX runs a high-volume forex sales operation — but leads arrived from ads into WhatsApp chats and spreadsheets, with no system connecting them.

Generic CRMs didn't fit how forex sales actually works. Reps abandoned them and went back to their phones — so when a rep left, their leads left with them.

Management had no answer to basic questions: how many leads came in this week, who followed up, and where did the ad budget actually go?

OWNERSHIP

Leads belonged to reps

Client relationships sat in personal WhatsApp accounts — the company owned none of it.

100%REP-DEPENDENT DATA
VISIBILITY

No pipeline view

No one could see lead volume, follow-up status, or conversion — decisions ran on gut feeling.

0MANAGEMENT DASHBOARDS
SPEED

Leads went cold

Ad-generated leads waited hours for a first reply — in forex, a cold lead is a lost lead.

HOURSTO FIRST RESPONSE

Our Approach

Fit the CRM to the sales floor.
Not the other way around.

Off-the-shelf CRMs failed because they ignored how forex reps actually sell: on WhatsApp, fast, in high volume. So we built the CRM around WhatsApp instead of fighting it — and made data capture automatic instead of optional.

Principle 01

WhatsApp-native

Conversations happen where reps already work — but every chat is logged, owned, and visible to the company.

Principle 02

Capture everything

Leads flow in automatically from forms and campaigns — no manual entry, no leads slipping through.

Principle 03

Built for the manager

Pipeline stages, rep activity, and conversion tracking in one view — accountability by default.

What We Built

Three components.
One company-owned pipeline.

From ad click to funded account — every step tracked in one system.

~/souqfx / crm / pipeline.tsx3 components · 1 platform
01 /
Sales Pipeline CRM

Custom pipeline built around the forex sales cycle — lead stages, rep assignment, follow-up scheduling, and conversion tracking.

Forex-specific pipeline stagesRep assignment + activity logFollow-up remindersConversion reporting
100%PIPELINE VISIBILITY
02 /
WhatsApp Integration

Chats run inside the CRM — every conversation attached to its lead, owned by the company, not the rep's phone.

Conversations linked to lead recordsMessage templates for fast repliesCompany-owned chat historyNew-lead auto capture from WhatsApp
< 1 minFIRST RESPONSE
03 /
Lead Capture Funnels

Campaign forms and lead magnets — like trade-off signup forms with a free booklet — feeding leads straight into the pipeline.

Campaign landing formsLead magnet delivery (booklet funnels)Auto-tagging by source campaignZero manual data entry
10K+LEADS CAPTURED
// Built on Laravel · Next.js · PostgreSQL · Redis

The numbers
speak for themselves.

10K+LEADS CAPTURED
1United Pipeline
100%PIPELINE VISIBILITY
0LEADS LOST TO TURNOVER
“Before, our pipeline lived in our reps' phones. Now it lives in the company — every lead, every conversation, every follow-up.”

Sales Director · SouqFX

// project timeline

Wk 1
Discovery
Wk 2
Design
Wk 3–5
Build
Wk 6
QA + Ship

Tech Stack

Built to last.

Every technology chosen for a reason. No trend-chasing. No over-engineering. Just the right tool for the job.

Backend
LaravelPostgreSQLRedis
Frontend
Next.jsTypeScriptTailwind
Infra
HetznerDocker
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~/wls/pipeline/book-call.shONLINE • NEXT SLOT: 14:30 UTC
Start Your Build

Seen enough?
Let's build yours.

One call. Clear scope. A practical roadmap your team can execute immediately.

2013Since · custom software house
11 wksAvg. project delivery
1 TeamZero handoffs
95%Client retention
$ wls schedule --discovery
→ timezone: UTC+3
→ duration: 30 minutes
→ format: Google Meet / Zoom
$ wls output --plan
✓ Scope map + delivery phases + budget guidance
status: ready
$
./book-discovery-call
No pressure. No obligation. Just clarity on your next move.
[email protected]+44 7424 622464