Utip CRM

Our CRM system automatically records website registrations and actions of customers in the trading terminal and helps to build sales both in the entire branches and for individual employees. The CRM is directly connected with the Trader’s Room. All information changes in Trader’s Room will immediately appear in CRM.

• Input new customers with different statuses
• Open trading accounts directly in the CRM
• Track each registration in the Trader’s Room
• Accept and process customers’ requests for money deposit and withdrawal
• Review clients’ trading results
• Build a chain of business processes
• Create activities and tasks for staff
• Carry out a review on company’s reports, managers, accounts

The minimal system requirements:

CPU:	intel® core i5-5200 or higher.
RAM:	8 GB DDR4
HDD:	1 TB
Connection:	100 Mbit/s-Port
Operating system:	Windows Server 2016 Standard Edition