Profit CRM

Profit CRM is a comprehensive management solution specifically designed for the financial services industry. It aims to assist financial advisors, investment banks, insurance companies, wealth management firms, and brokerage firms in creating and maintaining excellent customer relations. Profit CRM provides a range of features for sales, marketing, management, and reporting.

Key Features

Lead Analysis: Profit CRM allows users to analyze leads based on their specific brand requirements, optimizing lead handling to maximize client value and achieve business goals.

Communication Optimization: Sales agents can access comprehensive client information, including real-time updates on time, news events, and weather conditions based on the trader's location. Profit CRM also helps verify clients, meet regulatory requirements, and provides insights into trader behavior, most traded assets, history, and overall performance.

Real-time Notifications: Users receive real-time notifications with key trading insights, such as trading PNL and margin levels. They can track and view a trader's activity without accessing the MT4 Manager. The platform also enables users to build customized dashboards with tools, filters, and reports, and automatically assigns leads or existing clients to the optimal agents.

Marketing Tools: Profit CRM offers a wide range of marketing tools to generate higher quality leads. Users can track internal and external campaigns, increase ROI through accurate messaging and a deep understanding of marketing funnels. The platform includes the PROFTIT sign-up widget to create sign-up forms for websites and a comprehensive set of email tools for effective messaging.

Multi-platform Management: Users can efficiently manage multiple brands and trading platforms. Profit CRM facilitates coordination of diverse call centers, sales, and retention teams. It enables handling of multiple accounts for a single trader, comprehensive marketing and campaign management, and control over cascading, priorities, and geographical locations. Access permissions to data can be customized.

Customizable Reports: Profit CRM allows users to customize reports on all activities, saving time and providing relevant information for better decision-making. The platform offers a user-friendly "pivot-style" reporting system, advanced graphs, and charts for data visualization. Users can schedule custom reports for direct delivery to their inboxes.