SALES, CONVERSION & RETENTION

Turn the relationship to revenue

Trader’s Insights

Enhance the quality of communications by giving your sales agents all the information they need about a client in a single glance.
  • Localization
    Localization
    Personalize and localize your communications by knowing the current time, key current news events and even the weather, based on the trader’s location.
  • Compliance
    Compliance
    Verify clients and meet regulatory requirements quickly and easily.
  • Highlights
    Highlights
    In a single, quick glance, gain insights into a trader’s behavior, most traded assets, history and overall performance.
  • Trading Activity
    Trading Activity
    Real time notifications giving all key trading insights, including trading PNL, margin level, trades executed and total open volume. Know exactly when a trader is, or has been active, their login time and time spent online trading.
  • Trading History
    Trading History
    Track and view a trader’s activity directly from the PROFTIT console, without needing to access the MT4 Manager. Everything you need is right at your fingertips.

Customizable Dashboard

Build your own dashboard and populate it with the tools, filters and reports you need. Fast, easy and flexible to suit every users’ needs.

Notification Center

Notification Center
Every team member, from sales to retention and more, can easily manage their tasks, schedule calls, track events and manage their interactions.

Keeping your finger on the pulse and making sure deals are never left on the table is a thing of the past. PROFTIT makes sure everyone stays top of their game.

Real CRM & Workflow

Every team member, from sales to retention and more, can easily manage their tasks, schedule calls, track events and manage their interactions.

Keeping your finger on the pulse and making sure deals are never left on the table is a thing of the past. PROFTIT makes sure everyone stays top of their game.

Smart Lead Splitting & Client Allocation

Automatically assign leads or existing clients to the optimal agents in your organization with our proven and proprietary technology. Never miss a deal or opportunity again.
  • seller circle
  • seller circle
  • seller circle