Name: Profit CRM
Author: Proftit

Customer Success Management Training

Help Desk

Web and Video Conferencing

Customer Support

Text Editors

Development

Academic Advising

Education

Business Intelligence (BI)

Collaboration

Environmental Health and Safety (EHS)

Operational Analytics

Enterprise

Accounting

Blockchain Payments

Crypto Asset Management

Investor Relations

Merger and Acquisition

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employer of Record (EOR)

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Fabric

Database Performance Monitoring

Edge Computing

Email Encryption

Endpoint Security

Fraud Detection

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

Master Data Management (MDM)

Network Behavior Analysis

Network Operating Systems

Network Performance Monitoring

NoSQL Databases

Observability

Software Composition Analysis (SCA)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Channel Management

Content Management

Email Marketing

Gamification

Local Marketing

Marketing Automation

Screen and Video Capture

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Marketing

Project Management

Professional Services

Customer Communication Management

Customer Relationship Management (CRM)

Sales

Data-Centric Audit Protection (DCAP)

Intrusion Detection

Operational Technology (OT) Security

Security

3D Modeling

Architecture

Aviation

Chargeback Management

Chiropractic

Computer-Aided Design (CAD)

Emergency Notification

Financial Services CRM

Membership Management

Municipal

Nonprofit Fundraising

Oil and Gas

Revenue Cycle Management (RCM)

Simulation

Vertical-Specific

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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.

Affinity is a relationship intelligence platform enabling teams to leverage their network to close deals. Affinity manages relationships by auto-populating a connected CRM pipeline and unlocking introductions to decision makers.

Essential

Scale

Advanced

Affinity CRM

Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.

Single User Performance License

Advisor Bundle

Producer Bundle

Zinnia SmartOffice

Profit CRM

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Proftit

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

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Profit CRM

Overview

What is Profit CRM?