QuantSentry is now generally available — AI-native risk infrastructure.Read the announcement
Prop CRMFor Prop Firms

A CRM that speaks prop, not generic SaaS.

Trader records, evaluation phases, scaling plans, drawdown state and payout history — modeled around the way prop firms actually operate. Not a sales pipeline retrofit.

QTG/COMPONENTS/OPERATIONS & RISK/PROP CRM
LIVE
CAPABILITIES

Inside Prop CRM.

Six surfaces that make Prop CRM feel less like a feature list and more like an operating environment for the work this team actually does every day.

TRADER 360

Trader 360

One identity across challenges, funded accounts, payouts, support and risk — with a full event timeline.

  • Event timeline
  • Identity graph
  • Linked accounts
PHASES

Evaluation phase logic

Two-phase, one-phase, instant funding, scaling — every phase modeled as state, not a CSV column.

  • Phase state machine
  • Pass/fail rules
  • Auto-scaling
PLAYBOOKS

Ops playbooks

Pre-built workflows for breach review, payout escalation, KYC retry and risk holds.

  • 340+ macros
  • SLA-aware
  • Audit-logged
SEGMENTS

Live segments

Cohort traders by behavior, geography, account size and risk score — and act on them at scale.

  • Behavioral filters
  • Bulk actions
  • Saved cohorts
TICKETS

Native ticketing

Inbox, tasks and SLAs that know what an EA, a copy-trade or a payout holdback is.

  • SLA timers
  • Account-aware
  • Auto-routing
ROLES

Roles & teams

Granular permissions for ops, risk, payouts, support, partners and finance — with full audit trails.

  • Field-level perms
  • Audit trails
  • SSO / SAML
FLOW

End-to-end, observable, addressable.

Where Prop CRM sits in the lifecycle — and why each stage is measurable, not implied.

01STAGE 01

Acquire

Marketing, partner traffic and challenge purchase land in one inbox.

12,840 / mo
D0 signups
02STAGE 02

Verify

KYC, sanctions, risk-bands and provider routing handled inline.

72%
D1 conversion
03STAGE 03

Evaluate

Phase state, breach detection, scaling and reset offers — automated.

4,610
in-evaluation
04STAGE 04

Fund

Funded account spin-up, copy-rules, capital allocation and tagging.

528
funded / mo
05STAGE 05

Scale

Tier-up rules, multi-account allocation, partner attribution.

118
scaled · tier 2+
06STAGE 06

Retain

Cohort messaging, win-back loops, loyalty triggers — measured.

62%
90d retention
TRADER LIFECYCLE INSIDE PROP CRM
SPOTLIGHT

Every trader, one record. Every record, one truth.

Stop joining spreadsheets. Trader 360 unifies challenge history, funded account state, payouts, risk score, support tickets and partner attribution into a single live record — same identity across every QTG platform.

TRADER 360 · UNIFIED RECORD

Every trader, one record. Every record, one truth.

Stop joining spreadsheets. Trader 360 unifies challenge history, funded account state, payouts, risk score, support tickets and partner attribution into a single live record — same identity across every QTG platform.

  • Identity graph
    Linked emails, devices, IPs, KYC docs and accounts
  • Event timeline
    Every signup, breach, payout and ticket — chronologically
  • Risk score
    Live behavioral score from QuantSentry, inline
  • Cross-platform
    Same record visible in Risk, CX and Payouts
apps / cmp · propLIVE
TRADER 360Event timeline
Trader 360
Identity graph
PHASESPhase state machine
Evaluation phase logic
Pass/fail rules
PLAYBOOKS340+ macros
Ops playbooks
SLA-aware
SEGMENTSBehavioral filters
Live segments
Bulk actions
TICKETSSLA timers
Native ticketing
Account-aware
ROLESField-level perms
Roles & teams
Audit trails
PROP CRM · OPERATIONS & RISK
OPERATING SCALE

Prop CRM, in numbers.

A snapshot of where Prop CRM runs at production scale across QTG operators.

Trader records2.75M+active
Pre-built playbooks340+ops · risk · payouts
Avg time / case3.8 minp50
SSO providers12SAML · OIDC · SCIM
CONNECTED TO

How Prop CRM composes with the rest of QTG.

Components aren't bolted on per platform — they share one identity, one event bus, and one reporting plane. Adopt one. Plug in the next.

YourPropFirm
The platform that runs on top of Prop CRM.
Open
Risk & Rules Engine
Risk score wired into every trader record.
Open
Payments & Payouts
Payout state inside the same record.
Open
Affiliate & IB
Partner attribution lives on the trader.
Open
PARTNER WITH QTG

Build the Next Generation of Trading Infrastructure with Us.

Whether you’re launching a Prop Firm, scaling a Broker, or rebuilding a Fintech Platform — QTG can move fast and ship the systems you need.