Audience

Finance and Gaming industries looking for a way to create extraordinary customer relationships with the most innovative, flexible and cutting-edge CRM solution in the market

About Proftit CRM

The CRM for Financial Services. Comprehensive Management Solution. Multiple brands, platforms and call-centers under one system. Proftit CRM is divided into sales, marketing, management and reports, Proftit allows you to stay in control over your data. Analyze all leads according to your brand’s needs. Optimize the way your leads are handled to achieve the highest value per client. Automate. Create a faster, more accurate and goal-oriented business. Features. Enhance the quality of communication by giving your sales agents all the information they need about a client. Receive the current time, news events and weather conditions, based on the trader’s location. Verify clients and meet regulatory requirements. View the trader’s behavior, most traded assets, history and overall performance. Real time notifications providing key trading insights such as trading PNL, margin levels, etc. Track and view a trader’s activity without accessing the MT4 Manager.

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Integrations

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Company Information

PROFTIT
Israel
www.proftit.com

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Product Details

Platforms Supported
SaaS

Proftit CRM Frequently Asked Questions

Q: What kinds of users and organization types does Proftit CRM work with?
Q: What languages does Proftit CRM support in their product?
Q: What other applications or services does Proftit CRM integrate with?

Proftit CRM Product Features

Financial CRM

Household Tracking
Territory Management
Asset Management
Lead Management
Account Alerts
Team Assignments
Expense Tracking
Relationship Tracking
Marketing Management
Influence Tracking