Streamline Client Onboarding and Increase Conversion with UTIP CRM

The UTIP CRM System is a comprehensive back-office solution that enables forex brokers to efficiently manage client relationships, marketing, support, and partner operations — all from one unified panel. It is included in both Classic and 2024 versions of the platform and is accessible via browser without installing additional software.

Key features include full control over client profiles, trading activity monitoring, KYC verification tracking, lead and pipeline management, and customizable manager roles. The CRM also allows brokers to segment users, assign tasks, and track the entire communication history with each client.

The 2024 version of the CRM includes an advanced lead generation system with integrated tools for landing pages, traffic sources, and automatic conversion tracking. You can link incoming leads directly to responsible managers and assign scoring parameters to optimize your sales process.

The platform supports popular email marketing tools like UniSender and Mailchimp for automated mailing campaigns. It also integrates with leading VoIP and telephony providers including Voiso (logo: stylized figure 8), Telphin, Coperato, CommPeak, Binotel, and Alitel, allowing for call tracking, client dialing directly from the CRM, and call recordings.

Whether you're running a startup brokerage or a full-scale operation, the UTIP CRM empowers your sales and support teams to convert leads faster, manage accounts effectively, and grow your brokerage through automation and data insights.