# CurrentDesk Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about CurrentDesk Software - reviews, pricing plans, popular comparisons to other Partner Management products and more.

Source: https://www.capterra.com/p/10041486/CurrentDesk

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# 

 CurrentDesk Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on June 5, 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

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Do you work for CurrentDesk?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://currentdesk.com/&name=CurrentDesk)

## 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 (18,790)](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 (18,125)

Value For Money

0.0 (0)

Value For Money

4.0 (12,812)

Customer Service

0.0 (0)

Customer Service

4.1 (14,043)

## CurrentDesk alternatives

[4.3 (6,982)](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 Partner Relationship Management](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

Contact vendor for pricing

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 of various sizes. It is best suited to companies operating in financial trading and brokerage, rather than general business sectors.

Features and Usability

### What are the key features of CurrentDesk?

CurrentDesk offers CRM, lead management, and lead distribution for handling prospects and routing them to the right users. It also includes a partner portal, onboarding, compliance management, activity dashboard, collaboration tools, API access, and third-party integrations for connecting related sales and administrative workflows.

Integrations

### Which third-party tools and platforms does CurrentDesk integrate with?

CurrentDesk integrates with 7 third-party tools and platforms, including trading, payments, messaging, and verification services such as MetaTrader 5, NETELLER, Nuvei, SendGrid, Sumsub, Twilio, and iDenfy. These catalog integrations cover core functions for account management, communications, payments, and identity checks.

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 review of features, processes, and setup steps.

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 is available on support quality, so user experience details such as response speed, helpfulness, or common frustrations are not documented in the available catalog data.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Application programming interface that allows for integration with other systems/databases

Provides a channel for team members to share AI models, media files, communicate, and work together

Track and manage adherence to policies for any service, product, process, or supplier

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Route and distribute your leads to third party buyers

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Web-based portal that helps distributors, partners and other service providers access marketing and sales content

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

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