Your Time is Important, Spend it Wisely

The PROFTIT CRM is designed to save as much time as humanly possible. Enjoy a smooth CRM system developed with special attention to every detail, big or small, in order to shorten processes for you and your agents.

Multi-brand Operation
Achievement Center
In-house Support Team
Live Trading Data

- Multi-brand Operation
  
  A single CRM can support an endless amount of brands and trading platforms
- Modular System
  
  Customize parameters, information and data according to your needs
- Advanced Permissions
  
  Choose between a wide range of permission customizations to keep your data safe
- Fast Assignments
  
  Assign leads to agents by the dozens, or use the assignment automation
- Payment Clearing Management
  
  Manage cascading, priorities, geographics and more, all from a single CRM
- Smart Notifications
  
  Decide what events you want to be notified about, and how you want each notification to be delivered
Save time and free yourself for what really matters
- Marketing Integrations
  
  Seamless integration with any external marketers and traffic sources
- Campaign Analysis
  
  Reports and drill-downs for your marketing campaigns. See overall deposits, conversion rates, unique visits, and much more
- Individual Marketing Info
  
  View marketing information by-lead to understand exactly what your customers are interested in
- Advanced Emails
  
  A unique mailing system available in multiple languages, including a wide array of tools for better communication
- Customize Your Sign-ups
  
  Decide how your sign-up forms will look like directly from your CRM
- Campaign Tracking
  
  Track internal and external campaign metrics by using API parameters, pixel tracking, post-back tracking, and more
Manage all of your marketing efforts and view real-time data
- Customer Insights
  
  Easy access to various individual customer data, updated automatically. View local news, time, weather, customer reputation, and more
- Automations
  
  Easy automations for online-agent assignments, bonuses, fees, demo accounts, and more. All designed to free up more sales time for your agents
- Achievement Center
  
  Incentivize your agents with a visually-appealing competitive system, offer rewards, show live leaderboards, deposit animations by-agent, and much more
- KYC
  
  Easily manage and approve client documents for smooth deposit confirmations and regulatory requirements
- Trading Summary
  
  Easily view the customer’s behavior, most traded assets, open and pending positions, margin level, and more
- Customizable Dashboard
  
  Customize the way you view leads using various tools, filters, and parameters, allowing you to focus on a specific type of clientele
Help your agents sell more by making your clientele more accessible
- Exceptional BI Reports
  
  Business Intelligence reports integrated with the powerful Kibana elastic search software
- Visualizations of All Kinds
  
  Create reports using bar charts, tile maps, data tables and much more, all available as slick visualizations to better understand your data
- Vast Amounts of Parameters
  
  A wide range of parameters and statistics to keep track and organize valuable company information
- Tailored Reports
  
  In addition to the many useful reports you are initially given, you can create additional statistics and reports according to your own unique needs
- Export and Transfer Data with Ease
  
  Your data doesn’t have to stay on the CRM, export and move your data to different platforms with just a few clicks
- Secure Your Data
  
  Expose only specific users to your company data and reports using PROFTIT’s customizable permission groups
With state of the art Business Intelligence statistics and reports, you will always know exactly how you’re doing

Available Integrations

Get Started with PROFTIT CRM