Company news

In the latest update to the UpTrader CRM Sales Interface, a critical and highly functional addition has been made to enhance the productivity and efficiency of sales and management teams - the Tasks feature. This new feature has been carefully designed to streamline task management, enabling you to create, assign, monitor, and close tasks directly within the CRM interface, ensuring that no client interaction or follow-up is overlooked.

The Tasks feature is accessible via the Sales Interface's left panel, where you can click on the Tasks button to view and manage your tasks. This section is meticulously organized with tabs for My tasks, All tasks, Reassign (which gives you the ability to reassign tasks) Open, and Closed tasks, ensuring that you can quickly filter and access tasks based on their completion status. Each task entry provides comprehensive information including the client's name, task title, assignee, the task creator, due date, and the date of creation, thereby keeping all pertinent details at your fingertips.

Task creation is super easy, just go to the Contacts page, select a client, and create a new task by specifying key details such as the task type (e.g., Call, Mail, Monitoring), title, description, assignee, communication platform (for Mail tasks), and deadlines. This process not only simplifies task assignment but also ensures that each task is well-documented and trackable.

Editing tasks is just as simple, you are able to modify any aspect of a task, from its title and description to its assignee and deadlines, ensuring that tasks remain up-to-date with any changes in priorities or schedules. Furthermore, the option to add comments during task creation and editing facilitates better communication and clarity among team members.

The closing of tasks is a straightforward process. Upon completion, you can add final comments and close the task, which then moves to the Closed tasks tab. This not only helps in keeping the open tasks list manageable but also provides a sense of accomplishment and progress tracking for teams.

In essence, the Tasks feature is a testament to UpTrader CRM's commitment to providing comprehensive and user-friendly solutions that empower brokerage firms and their teams to manage their workflows more effectively. With the introduction of this feature, managing client interactions, follow-ups, and internal tasks becomes a seamlessly integrated part of the CRM ecosystem, enhancing overall productivity and ensuring that no client needs or tasks fall through the cracks.

If you're looking to enhance your brokerage firm's operational efficiency and ensure meticulous management of client interactions, it's time to explore the Tasks feature within the UpTrader CRM Sales Interface. For a demo or more information, reach out to us at [email protected].

The new Analytics section of the UpTrader CRM Sales Interface revolutionizes how brokerage firms can delve into their business and client data with ease and precision. This powerful tool is divided into two main tabs: Clients and Managers, each designed to provide comprehensive insights tailored to different aspects of your business operations.

Clients Tab

The Clients tab presents a user-friendly table displaying critical information about your client base, such as their name, last seen date, total deposits (In), total withdrawals (Out), the net balance (In/Out), current balance, and the IB Partner associated with each client, alongside their status and any recent comments. 

Moreover, this section includes two intuitive charts. The New clients chart graphically represents the influx of new clients over time, while the In/Out chart offers a clear visual and numeric breakdown of deposit and withdrawal activities, helping you to immediately grasp trends in client transactions.

Managers Tab

Similarly, the Managers tab focuses on the performance and activities of your brokerage firm's managers. Here, each manager is listed with detailed metrics, including their ID, name, the total deposits and withdrawals handled, the net client transaction balance, the number of clients managed, and the count of open, closed, and total tasks assigned. An added feature aggregates the sum of all values in each column at the top, offering a quick glance at overarching trends and performance metrics.

This tab also allows for sorting of data, enabling managers to efficiently organize and prioritize their focus based on various performance indicators.

A Tool for Data-Driven Decisions

By providing an in-depth yet straightforward overview of both clients and business operations, the Analytics section stands out as a key feature for brokers aiming to make informed, data-driven decisions. Its user-centric design ensures that whether you are analyzing client activity or managing team performance, you have all the necessary tools at your disposal for enhancing efficiency and bolstering your firm's success.

Ready to unlock the full potential of your brokerage with these insights? Explore the Analytics section now, reach out to our team at [email protected] for a demo. 

Check out our video about this feature.

UpTrader, a forefront developer in brokerage software solutions, announces a strategic partnership with the cryptocurrency payment platform, Helio. This collaboration marks an important improvement in payment processes, offering UpTrader's clients access to swift and effortless transactions in USDC and hundreds of other digital currencies through one-click payments, card, or Apple Pay. Helio's innovative approach also caters to NFT sales, ensuring a seamless transaction experience be it pre-sales or direct peer-to-peer trades.

Vasily Alexeev, CEO UpTrader:
“At UpTrader, we prioritize dependable payment providers because brokers consistently seek solutions that offer the best price-value ratio, reliability, and seamless daily operations. Our collaboration with Helio is a testament to our commitment to enhancing the speed of transactions, process coherence, and ultimately, customer satisfaction.”

Helio is revolutionizing online payments by eliminating intermediaries, thus offering a cheaper and faster method to transact directly with anyone, globally. Since its inception, Helio has been on a mission to establish the first crypto-native payments platform with widespread e-commerce and merchant integrations, catering to the growing demand for digital currency transactions.

This partnership between UpTrader and Helio reaffirms UpTrader's commitment to offering state-of-the-art solutions tailored to enhance the brokerage infrastructure. As the industry evolves, UpTrader continues to support brokers in their quest to provide users with the ultimate trading and transaction experience.

For more information about UpTrader and its suite of services, including the latest integration with Helio, please visit UpTrader's Website or contact the sales team at [email protected].

About UpTrader

UpTrader is a leading CRM provider with over a decade of experience in developing innovative solutions for the Forex market. The company specializes in cloud solutions tailored to meet the diverse needs of brokers, with its flagship product being the Forex CRM. UpTrader's extensive range of services also includes White Labels of trading platforms, Forex and Cryptocurrency Liquidity, and a Copy Trading Platform. With a commitment to perfection and attention to detail, UpTrader aims to solidify its position as the number one CRM solution on the market.

About Helio

Helio provides a suite of payment tools for e-commerce merchants, and internet entrepreneurs, making it easy for anyone to accept USDC and other digital currencies. Designed for ease of use, especially those new to crypto payments, Helio is a faster and more cost effective alternative to traditional payment methods. Empowering over 4,000 sellers and 200,000+ active wallets, Helio supports major blockchains including Bitcoin, Ethereum, Solana and Polygon. 

In the new 6th module of UpTrader CRM Sales Interface, designed and optimized for the sales team, a multitude of useful settings are introduced to enhance your sales team's performance and simplify management.

One such beneficial feature is the manager hierarchy. It enables the creation of managerial teams, assign leaders and subordinates, allows or restricts visibility of information across different teams, and divides departments by regions, among others.

For instance, in your brokerage firm, there is an international department where all managers report to a single top manager. Within the international department, there are managers responsible for Asia and Africa; within Asia, there are teams working with China and Vietnam, while in Africa, with Nigeria and South Africa. Moreover, the manager responsible for the China region also works with South Africa, and it's crucial to ensure that only he from the Asian group has access to the South African group. All these can be configured in a few clicks in the Admin module under the Personnel section. Watch our tutorial video for more insights.

Subsequently, this hierarchy allows you through the Sales Module settings to automatically assign clients from Asia and Africa to the managers of these regions. If a manager receives a client that is not theirs by mistake, they can easily reassign them using the Reassign feature, which will be covered in another video. Such straightforward actions enable you to create any hierarchy of any complexity and manage teams effortlessly.

If you haven't yet explored UpTrader CRM, perhaps now is the perfect time to schedule a demo? Contact us at [email protected]. 

To enhance our Partnership Program and make it the most powerful one available, we have further sophisticated our partner rewards system. Previously, our partnership program's rewards were calculated solely based on profit. Now, in the final calculations, you can also include swaps and commissions to tailor the rewards to your specific needs. However, it is your choice whether to add these components or prefer to calculate rewards based solely on profit.

You will find all these settings in the Admin mode under the Affiliate Program section.

Have questions? Contact us at [email protected] or leave a request in the live chat.

We're excited to introduce CryptoOrange as the newest payment system option for all UpTrader clients. This innovative platform, based in Lithuania, provides brokers and their clients with a fast, secure way to conduct trades using digital currencies. The platform offers a suite of services including cryptocurrency exchange, secure digital asset storage, and a specialized payment system designed to facilitate transactions for merchants. As a leading provider in the cryptocurrency sector, CryptoOrange aims to streamline the adoption and use of digital currencies through its user-friendly interface and robust security measures. 

 As with all our payment solutions in UpTrader CRM, CryptoOrange can be customized within our Forex CRM to appear for clients based on their geographical location, enhancing the trading experience by catering to regional preferences.

Have questions? Contact us at [email protected] or leave a request in the live chat.