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.

  • 1
  • 350

I want 1 seats for $ 150 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
  • Access control by User/Team/Shift
  • Granular control of users
  • Track user activities and productivity
  • Easy importation of all existing data
  • Secure data storage and uptime