PROFTIT is the all in one solution for your financial services organization. When you choose PROFTIT, you don’t simply get a piece of software, but a complete business automation solution for greater efficiency and profits. From implementation, customization, training and on-going support, we take care of it all & work with you as your business partner to optimize your organization.
Pay as you grow
Fit the package exactly to your organization.
Don't pay more than you need.
I want seats for $ per month.
* Special discount for organizations of 100+ seats
Key Features of PROFTIT included for everyone
PROFTIT is the solution to transforming your organization for greater efficiency,
improved sales, better customer service and ultimately, a bigger bottom line.
- Custom fields and modules
- Customizable dashboards
- Call tracking and recording
- Call scheduling & workflow
- Automated notifications
- Gamified sales reps achievement center
- Localized and personalized client information
- Easy management of all sources
- Accurate tracking, reporting & analysis
- ROI management of every marketing dollar
- Real time alerts of any event
- Communicate effectively with SMS, Emails & Phone Calls
- Segmentation tools
- Customizable reports on all activities
- Advanced graph and chart support
- Scheduled reports emailed direct to users
- “Pivot style“ reporting and business intelligence tools