CRM for
currency exchange
Rates, cash register, and customer database in one system. Custom development built around your exchange office's or network's processes — no monthly fee for an off-the-shelf solution.
We build it on CodeIgniter — the same as our base CRM line
Every module is built specifically for your processes, not an off-the-shelf template
Manual or automatic rate updates across all locations at once, with rate change history.
- Rate sync across branches
- Rate change history and analytics
Cash balance control in every currency, reconciliation at the start and end of each shift.
- Separate register per currency
- Shift balance reconciliation
Customer database with transaction history, per-person daily/monthly limit control.
- Customer identification by transactions
- Automatic limit enforcement
Consolidated reporting across all exchange points, cashier/administrator/owner roles.
- Overall network dashboard
- Access rights separation
Printing transaction receipts, exporting reports for accounting.
- Print/PDF receipts
- Export reports to Excel
Automatic notifications to the owner about large or unusual transactions.
- Amount thresholds for alerts
- Telegram notifications
The final price depends on the number of branches and required integrations
- Exchange rates and cash register
- Customers and limits
- Receipts and basic reports
- 1 month of support
- Everything in the "Single office" plan
- Consolidated network reporting
- Roles and access rights
- Transaction notifications
- 2 months of support
Plans describe approximate functionality to give a sense of scale. The final scope and price are always agreed individually based on the client’s business needs.
Frequently asked questions
Yes, rates can be updated manually or pulled automatically from a chosen source — configured individually for your process.
The number of branches is unlimited — the CRM architecture is designed for a network of exchange points with consolidated reporting across all locations.
Yes, the CRM keeps a history of customer transactions and can automatically warn about or block limit violations.
Bug fixes, usage consultations, and minor enhancements during the agreed support period.