The UTIP CRM 2.31.0 has been updated with a feature of arranging work with lead generators and automatic trading account opening when registering a trader in the CRM. A division of rights into the Export and Import of the clients’ information is now available for Administrative staff. The UTIP Trader’s Room 2.20.0 has also been updated with a «News» widget.

The UTIP CRM: Lead Generation

A broker is now able to arrange work with lead generators via a recently appeared “Lead generation” section. It is geared to optimize API requests performance and speed up the integration.

To ensure the interaction between lead generators and traders, we offer the »Requests» option whereby the lead generator obtains customer data directly. Moreover, our system includes a Postback functionality designed for the lead generator to automatically receive information on the event completed, i.e. the first deposit.

The UTIP CRM: Other updates

The feature of automatic account opening when switching from a lead to the trader via the UTIP CRM has been introduced. It is geared to streamline the process and work of the employees.

A division of rights into the Export and Import of the clients’ information is now available for Administrative staff. Thus, the customer database will be secure upon the employees’ right to import clients.

The UTIP Trader’s Room: «News» widget

The »News» sections is now available for a prompt and easy access to the economic and financial news. The widget contains newsfeed by categories, i.e. recent business news, articles on resource extraction, demand and regulation.

The availability of information about stock indices guides you to make trading decisions. To read more, you can switch to the full article content from the widget.

For further information about working process with the UTIP CRM 2.31.0 and the UTIP Trader’s Room 2.20.0, feel free to contact the sales department.

Follow all the latest updates in the «News» sectionon our website!