--- title: "CurrentDesk Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about CurrentDesk Software - reviews, pricing plans, popular comparisons to other Partner Management products and more." source_url: "https://www.capterra.com/p/10041486/CurrentDesk/" page_type: "product" language: "en" --- # CurrentDesk Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) CurrentDesk ## What is CurrentDesk? CurrentDesk is a forex broker solution that helps businesses consolidate operational functions into one platform. The system integrates customer relationship management, back office tools, client portal functionality, and partner management features. Brokers can manage the business from a centralized dashboard while connecting with MetaTrader 4 and 5 servers without coding expertise. The CRM tracks leads from campaigns, referrals, and forms. The client portal offers a branded interface for real-time account access. The partner system supports affiliates and introducing brokers while calculating multi-tier commissions. Back office tools automate workflows, compliance tasks, and brokerage processes. Integration with payment providers is configurable through the interface. CurrentDesk is ISO 27001 certified for data security and operational standards. ## What is CurrentDesk used for? [Partner Management](https://www.capterra.com/partner-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $1 Other, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for CurrentDesk?[Manage this product listing](https://www.g2.com/products/currentdesk/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### CurrentDesk 0.0 VS. [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $1 Other, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.0 (173) Value For Money 0.0 (0) Value For Money 4.0 (144) Customer Service 0.0 (0) Customer Service 4.1 (149) ## CurrentDesk alternatives [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [ZINFI’s Unified Partner Management (UPM)](https://www.capterra.com/p/10004590/ZINFIs-Partner-Relationship-Management/) [5.0 (173)](https://www.capterra.com/p/10004590/ZINFIs-Partner-Relationship-Management/reviews/) Starting price $100.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10004590/ZINFIs-Partner-Relationship-Management/) [Hifive](https://www.capterra.com/p/203862/CoSell/) [4.8 (114)](https://www.capterra.com/p/203862/CoSell/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/203862/CoSell/) [Introw](https://www.capterra.com/p/10021118/Introw/) [5.0 (2)](https://www.capterra.com/p/10021118/Introw/#reviews) Starting price $299.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10021118/Introw/) ## FAQs about CurrentDesk Overview ### What company size and specific industries is CurrentDesk built for? CurrentDesk is designed for forex brokers, OTC brokers, trading firms, and financial service providers. It is built for companies operating in financial markets and brokerage services, including firms that manage trading operations, client accounts, and related back-office processes. Features and Usability ### What are the key features of CurrentDesk? CurrentDesk offers CRM, lead management, and lead distribution for handling prospects, plus onboarding and a partner portal for account setup and partner interactions. It also includes activity dashboard reporting, compliance management, collaboration tools, API access, and third-party integrations to connect with other systems. Integrations ### Which third-party tools and platforms does CurrentDesk integrate with? CurrentDesk connects natively to MetaTrader 5, NETELLER, Nuvei, SendGrid, Sumsub, Twilio, and iDenfy. These integrations cover trading, payments, email, messaging, and identity verification tools, giving CurrentDesk support for seven third-party platforms in its official catalog. Getting Started and Support ### What training and onboarding options does CurrentDesk offer? CurrentDesk provides live online training and documentation to help teams get started. Live online sessions support guided setup and direct instruction, while documentation offers written reference material for self-paced learning and step-by-step review of features and processes. Getting Started and Support ### What customer support options does CurrentDesk offer? CurrentDesk provides email/help desk support, a knowledge base, and chat. No reviewer feedback about support experience is available, so customer impressions on response times, helpfulness, or common frustrations cannot be summarized from the catalog data. ## Features AI summary Based on 276 Partner Management reviews Capterra data shows that buyers of partner management software rank the following features as their top priorities: - **Partner Portal** (**51%** of reviewers rated this feature as critical) - **CRM** (**50%**) - **Third-Party Integrations** (**62%**) CurrentDesk supports all three of the features reviewers value most: **Partner Portal**, **CRM**, and **Third-Party Integrations**. Together, these capabilities help businesses manage partner relationships in one place, keep customer and partner data organized, and connect with other business systems, allowing teams to improve collaboration, maintain visibility across partner activities, and work more efficiently. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities API Application programming interface that allows for integration with other systems/databases Collaboration Tools Provides a channel for team members to share AI models, media files, communicate, and work together Compliance Management Track and manage adherence to policies for any service, product, process, or supplier CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Lead Distribution Route and distribute your leads to third party buyers CurrentDesk 10 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - API: Application programming interface that allows for integration with other systems/databases - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Lead Distribution: Route and distribute your leads to third party buyers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Partner Portal: Web-based portal that helps distributors, partners and other service providers access marketing and sales content - Third-Party Integrations: Set up connections to third-party platforms to improve business processes --- ## Pricing Flexible $1.00 Other,Per Month ## Integrations [ SendGrid](https://www.capterra.com/p/204113/SendGrid/)[ Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/)[ Sumsub](https://www.capterra.com/p/188057/KYC-AML-Platform/)[ MetaTrader 5](https://www.capterra.com/p/230413/MetaTrader-5/)[ NETELLER](https://www.capterra.com/p/241767/NETELLER/)[ iDenfy](https://www.capterra.com/p/230599/iDenfy/)[ Nuvei](https://www.capterra.com/p/184487/SafeCharge/) ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.