02 / APPLICATIONS / CLIENT
MT5 CRM
A client workspace for MT5 brokers. Use it to keep the client’s request in context while the trading or operations team verifies the details.
Capabilities
- 01
Client requests
Clarify the question and identify the MT5 account, trade or time period involved.
- 02
Investigation handoff
Send a specific question to trading support. Use MT5 Web Manager when checking positions, orders or trading history.
- 03
Client reply
Collect the facts from the investigation and explain what was confirmed for the client’s account.
ILLUSTRATIVE SCENARIO
Example workflow
Respond to a question after a quote delay
Example inputs
- MT5
- REQ-042
- 104208
- Confirm the trading account, instrument and affected time window.
- Compare the account review with the context of the incident.
- Tell the client which operations on their account were confirmed.
Setup
Prepare an anonymized request and identify the person who would own it in a demo. Note which facts require input from account managers or operations staff.
Common questions
Where do I check positions and orders?
Use MT5 Web Manager. CRM is where the team handles the client’s request.
Which edition should I use for MT4?
Use the separate MT4 CRM application.