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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:
Get full KYC inside your CRM — no extra apps, no outside providers
Lower your costs — verify for free
Users have the verification module right from the start — no tricky terms, no fees per trader
Keep your traders’ data safe
Our verification suite keeps all work inside the CRM, so you never have to share valuable trader information with third‑party services
Encourage traders to submit documents
You can block unverified traders from withdrawing funds or opening accounts. Select the option that works best for you
Save time during blamestorming
Both the verifier and the manager can view the full verification log at any time. This means clear employee oversight and easier handling of difficult clients
Talk to your clients directly in the CRM
Need to correct or replace a document? Just leave a comment in the CRM, and your trader will see it right in their dashboard
Handle document updates after verification
Passport or card expired? No worries! Your client can upload new documents on their own — all you have to do is to check them out
Turn customer support into a competitive advantage
The ticket system lives right inside the UTIP CRM, keeping all your client communication fast and organized
Build customer trust
Track statuses and notifications to respond to trader tickets in real time.
Enjoy full-featured chat communication
Swap files and messages on the fly, and find any conversation detail in seconds.
Manage team performance
Assign tasks, coordinate your team, and stay focused on results—closing requests faster than ever.
Work with clients in a unified environment
Every ticket stays in sync across the UTIP CRM, web office, and trader’s mobile app.
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.