Broker CRM – Proftit Spot-On CRM

Features Built for
Clarity. Control. Confidence.

Trader’s Insights

Equip your sales agents with all the client info they need.
Compliance

Effortlessly verify clients and meet regulatory requirements.
Highlights

View trader behavior, most traded assets, history, and performance.
Prebuilt Dashboards

Get a single view of all operations and reports.
Smart Lead Splitting

Automatically assign leads to the optimal agents.

Inbound Marketing

Leverage a wide range of tools for higher-quality leads.
Circle Tracking

Track internal and external campaigns, from pixel tracking to post-back.
End-to-End

Boost ROI with effective messaging and deep funnel insights.
Flexible Signup Widgets

Create custom sign-up forms for your website with ease.
Better Email Marketing

Utilize rich email tools to amplify your message.

Multi-Brand

Handle multiple brands and trading platforms without juggling systems.
Call Centers

Oversee diverse call centers, sales, and retention teams.
Multiple Accounts

Manage numerous accounts for a single trader seamlessly.
Campaigns

Execute comprehensive marketing and campaign strategies.
Payment Clearing

Control cascading and priorities for each location.
Smart Permissions

Gain complete control over granular, customizable data access permissions.

Plenty of Parameters

A wide range of parameters and statistics to keep track of and organize valuable company information
Tailored Reports

Our library of useful, built-in reports is designed to answer brokers’ needs, incorporating all the data and stats that drive next steps.
Export and Transfer

Get a single view of all operations and reports.
Secure Your Data

Automatically assign leads to the optimal agents.

Get advanced, easy-to-understand reports on:

Customer Activity
Trading Accounts
Compliance
Communication
Deposits &
Failed Deposits
Withdrawals
Trading Performance

And that’s not all

G Suite Integration

Never lose track of a conversation again. Keep all your client communications organized and accessible in one place.
Calendar

Manage tasks, timetables, reminders and assignments effortlessly.
Appealing User Interface

Enjoy a sleek, user-friendly design that makes work a “don’t make me think” pleasure.
Crypto Wallet Integration

Add private crypto wallets for expanded functionality.
Customization

No two brokerages are the same. Add or remove fields to tailor the CRM to your team’s needs

Onboarding at Lightning Speed

Why wait weeks when you can be up and running in just 3 business days? Our onboarding is so quick and painless, you’ll wonder why you didn’t switch sooner.

Compatibility With Regulations

Onboarding brokerage clients involves adhering to a wide array of Know Your Customer (KYC) regulations, which can vary based on region and industry standards.

Our system comes equipped with all the necessary KYC compliance options, allowing you to easily select and implement the ones you need right out of the box, ensuring a seamless and compliant onboarding process.

24/7 Support
That’s Got Your Back

In a fast-paced sector like finance, you need support that’s always there.
Our personal, always-on support ensures you’re never left hanging. Day or night, we’ve got you covered.

Our 24/7 customer support connects you to real people who are always ready to help.
Each customer gets a dedicated team, including a success manager for business needs, a project manager for technical setup, and a support team for daily questions.
Interact with the same trusted team every time, even through our intuitive chatbot, ensuring consistent, personalized service to keep your brokerage running smoothly.

Ready for less drag and faster results?

Transform your brokerage with Proftit SPOT-on CRM – the ultimate tool for brokers who mean business.

Get Started

Meet Proftit Spot-on CRM

Features Built for Clarity. Control. Confidence.