In UTIP CRM 2.14.3.0, it is now possible to hide contact information from users. Now you can protect your client base from unscrupulous managers. 

Contact Information Protection

Settings allow you to hide the phone, email, address and other customer contacts. At the same time, the manager can still contact the client simply by clicking on the “Call” button. The call will be made through the built-in VoIP. The phone number will remain hidden.

Telfin, Alitel and Binotel VoIP services are now integrated in UTIP CRM.

Hiding only selected fields

In CRM, you can hide not all the fields, but only selected ones. For example, only phone or only email. Instead, the user will see a lock icon.

Individual access rights

When client contact data protection is enabled, the ban is set for all CRM users at once. Access to information for an individual user can be opened through his card.

For more information about the new features of CRM 2.14.3.0, contact the sales Department.

Follow all updates in the news section on our website.

Binotel VoIP plugin has been added to the UTIP CRM 2.14.1.2. By the means of it, you can call customers, save call records and manage the work of employees.

Call from CRM 

After activating the plugin in UTIP CRM, call-center managers can call clients by simply clicking on the phone number.

Control the work of employees

In CRM 2.14.1.2, the “By Calls” report is now available, which includes “By First Calls” and “By Employees” reports. In the «By First Calls» report, you can track how much time has passed from the moment of client registration to the first call from the manager. 

The «“By Employees” report contains call statistics and additional data for analyzing the performance of each company employee. 

Analyze customer conversations

All employee conversations with customers through the Binotel plugin are recorded. You can download and listen to the recording of any conversation at any time. This way you can check the quality of employees ‘ work, adjust call scripts, improve the work with objections or resolve a controversial situation.

To use the features of the Binotel plugin, you must sign a contract with the service provider, request and install the necessary software. After that, you can activate the plugin in UTIP CRM. 

For more information about the new features of CRM 2.14.1.2, contact the sales Department.

Follow all updates in the news section on our website.

Dear friends!

We wish you a happy New Year! Let your life be full of bright events, success and achievements! 

At the end of a year, it is a common practice to sum up the work over the current year and draw up new plans. This year we have worked hard and released a unique product — an updated UTIP Mobile terminal where traders can replenish their accounts.

We have also:

• opened an office in Cyprus;
• launched Market Cheese, an information and analytical platform;
• presented our solutions at 2 major events — iFX EXPO in Limassol and London Summit 2019;
• updated the design of the Mobile terminal and expanded the chart settings;
• enhanced software security.

In 2020, we promise not to slow down and make our products better and more convenient for you and your customers!

See you in the new year!

Follow all the news in the News section on our website.