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.

The latest version of UTIP Mobile 1.55.0 arrives with two game-changing enhancements: advanced charting tools for deeper market analysis and PWA support for a flexible trading experience. 

Chart drawing tools

With the update being in play, traders get a full arsenal of tools right at their fingertips for visually mapping out key price levels and decoding the market’s next move. This empowers them to craft more sophisticated financial strategies, including those built on riding established trends.

Fibonacci retracements join the lineup, offering a time-honored mathematical edge for spotting where the price might reverse. It’s an extra lens for viewing the market with greater clarity and precision.

All the essential tools for basic technical analysis are now neatly bundled in one place. The payoff? Less clutter, faster decisions, and trades backed by sharper insight.

PWA support

And that’s not all! UTIP Mobile has been doubled as a PWA—a progressive web app that runs smoothly straight from your browser. This is a flexible alternative to access your trading platform that doesn’t compromise on performance.

What makes PWAs so appealing? They are remarkably lightweight—consuming far less device memory than a traditional mobile app—and they stay perpetually up to date. New versions roll out automatically, with no manual downloads or installations required.

For more information about UTIP Mobile 1.55.0, feel free to contact our Sales team.

Keep up with all the latest product developments in the «News» section of our website.

Keeping up with the update of UTIP CRM 3.23.0: transfer limits between trader’s accounts, automatic closure of tickets conditioned with no new messages left in, Verification tab in the client’s card, and new rights to handle tickets.

Transfer limits between trader’s accounts 

CRM users are now able to set limits on transfers between trader’s accounts. Three working modes are available: automatic transfer, transfer with a manager’s confirmation, or a full limit. This optimizes all the financial flows and cuts off operational risks.

Automatic ticket closure 

If there are no new messages related to the ticket within a set timeframe, CRM automatically closes it. The line of ticket closure is adjusted separately. This keeps the ticket queue up to date and reduces the load on employees and support teams.

Verification in the client’s card

The Verification tab has been added to the client’s card. It combines all the verification management tools.

Previously, these tools could be found in the main block. Now, they are in one spot. This makes handling the trader’s data simple and saves time while checking and confirming the trader’s identity.

Flexible access to tickets

The table of rights has been revamped accordingly. CRM users are able to set the rights separately to view, create, edit, and delete depending on the employee’s role. This differentiates access more precisely and improves control over ticket handling.

For more information about UTIP CRM 3.23.0, get in touch with our sales team.

Follow the recently released product updates in the News section on the UTIP website.