Products / Prop Firm CRM

Automated Prop Firm CRM & Challenge Software

Launch, manage, and scale your proprietary trading brand. Automate the entire funded trader lifecycle: challenge purchases, real-time risk checks, daily drawdown monitoring, and instant scale-ups.

The Prop Firm Revolution

Empower your brand with institutional prop technology

The proprietary trading industry has shifted. Traders demand instant account setup, accurate live dashboards, and rapid payout processing. For prop firm operators, keeping track of drawdown breaches across thousands of accounts using legacy platforms leads to high processing errors, chargeback risks, and lost reputation.

Quantra Prop Firm CRM automates your back-office. It connects directly to your MT5, cTrader, or Match-Trader platforms, tracking client equity ticks in real-time. If a trader breaches your risk rules, their account credentials are automatically disabled, and a notification is sent instantly, protecting your simulated capital pools.

Automated Breaches

Accounts are disabled within milliseconds of drawdown breach to prevent heavy losses.

Flexible Rule Customizer

Easily configure profit targets, min/max days, news trading restrictions, and lot sizes.

Simulated Data Feeds

Connect to premium liquidity sources and feed custom virtual pricing to demo terminals.

Affiliate Engine

Recruit influencers and trading academies to sell your evaluation plans with custom payouts.

Challenge Builder

Build Custom Evaluations in Minutes

Set your target metrics, risk tolerance, and reward parameters through a simple visual editor.

1-Step Evaluation

  • Profit Target: 10%
  • Daily Drawdown: 4%
  • Max Drawdown: 8%
  • Unlimited Days

Best for high-volume firms wanting to attract aggressive day-traders who want quick funding.

2-Phase Challenge

  • Phase 1: 8% | Phase 2: 5%
  • Daily Drawdown: 5%
  • Max Drawdown: 10%
  • Minimum 4 Trading Days

The gold standard of prop trading. Screens out high-risk strategies through balanced evaluation steps.

Instant Funding

  • Profit Target: None
  • Daily Drawdown: 3%
  • Max Drawdown: 6%
  • Immediate Payout Split

Charge a premium fee to give skilled traders immediate access to live profit allocations.

Live Analytics

Interactive Trader Dashboard

Traders receive private logins to a state-of-the-art client area. They can monitor their daily equity swings, check consistency metrics, download completion certificates, and track how close they are to their profit targets.

  • Live equity charts synced via WebSockets
  • Dynamic daily drawdown threshold indicators
  • Automatic certificate generation on challenge success
  • Integrated KYC submission gateway
VIOLATION CHECKER
Account: #49281 (100k Challenge)Status: Active
Start-of-Day Balance
$100,000.00
Current Equity
$96,450.00
Daily Drawdown Limit: $95,000Room to limit: $1,450

Why Quantra is the Leading Prop Suite

A quick breakdown of building on Quantra versus building in-house.

RequirementQuantra Prop SuiteCustom Custom Code
Time to Market7 - 14 Days6 - 12 Months
Drawdown Sync LatencySub-15 milliseconds30s - 5m (leads to risk exposure)
Security AuditingSOC 2 Type II CertifiedRequires independent audit
Multi-Platform ConnectorsMT5, cTrader, Match-Trader built-inManual API programming
Support CostIncluded SLADedicated dev team required

Prop CRM FAQ

Launch Your Prop Firm Next Week

Quantra provides the rules engine, client portal, payment gateways, and trading platforms integration. Schedule a consultation with our prop technology experts today.