The latest update of UTIP CRM 3.25.0 is here, and it’s packed with three powerful features you’re going to appreciate. Now you can select all customers for bulk operations, generate requests straight from payments, and assign multiple phone lines to individual managers.

Selecting all clients for bulk operations

We’ve made bulk operations much easier. Apply changes to your entire client list instantly—no more clicking through pages. It’s a real time-saver when you work with large databases, helping the whole team stay productive. 

Creating a request directly from payments

Got a payment and need to create a request from it? Now brokers can! Their managers are free to submit a deposit or withdrawal request without moving funds in the trader’s account right away—the decision may come later. This means less busywork and faster processing all around.

Support for multiple phone lines

Here’s what’s also new: managers are able to juggle multiple phone lines. The result? Client communication just got way more flexible. Plus, it’s easier to grow your team and step up your customer service.

For more information about UTIP CRM 3.25.0, don’t hesitate to contact our Sales team.

Keep an eye out for our next product updates in the News section of our website.