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CRM 2.0
High quality work with each client
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Specifically for brokers -
brokers all over the world -
Multifunctional -
Favorable price
Brokerage service
is in the spotlight
- Open trading accounts for clients directly from the CRM
- Accept and process customers’ requests for money deposit and withdrawal
- Review clients’ trading results
- Carry out reviews of the company’s reports, managers, accounts
- Each registration in the Trader’s Room is tracked down in CRM
1 app 1000 opportunities
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Client data sheets -
Client groups -
Reporting -
Notifications -
Client requests to technical support -
Client deposits and withdrawals -
Employees tasks -
Employees rights -
Actions -
Documents
Full price list for brokerage software
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The customer base is safe
- IP Whitelist makes it possible to limit the ability to log into CRM only to certain computers
- CRM settings allow you to hide any of the customers’ data from managers, such as phone, email, address and other contacts, or restrict their editing
- The manager can still contact a customer by clicking the "Call" button
For these reasons, Telphin, Alitel, and Binotel VoIP systems are already integrated into the CRM system:
For these reasons, Telphin, Alitel, and Binotel VoIP systems are already integrated into the CRM system:
From Lead to live account
Automatic client status change at every step.
- Lead
- Demo
- Live
Advanced Lead Generation
Attract more clients with CRM's lead generation features
Convenient service
By using custom API methods for lead generators, the integration process takes only 3 days. Data on leads comes in real-time via the Postback functionality.
No leaks
It's up to you to decide what data the lead generator can collect, simply withhold the information it doesn't need to know.
Expand your business
Our clients work with over 20 lead generators and receive traffic from up to 150 channels.
Unique leads
The UTIP CRM monitors the traffic received by your company, so no duplicates can be found.