UpTrader CRM Has Added a New Visual Report System

04.09.2019

UpTrader CRM now graphically visualizes all the stats needed for brokers and partners. 

The UpTrader team has recently integrated a new informative visual analytics page. The new dashboard provides structured information on the number of registrations, opened accounts, withdrawals and deposits using colorful charts.

 


 

The analytics page is available for brokers and its staff in the back office interface, as well as for partners. Partners and brokers alike will be able to set monthly goals and monitor their implementation. Graphics show clients’ achievements within a chosen time frame.    

 

 

The client interface now has a new detailed section for partners. The latest updates bring extensive statistics for partners on their clients’ activity. 

 

This visual report system allows both brokers and partners to set clear objectives for their sales team to attract customers, monitor their activity and results. 

About UpTrader CRM 

UpTrader’s 10 years experience in working with different CRMs on Forex market has allowed to analyze the most effective solutions and put them into practice.

Vasily Alexeev, CEO UpTrader

CRMs that we used to work with were visually unattractive and had poorly designed interfaces. It was a major obstacle to mastering and effective usage of these programs by brokerage staff. As a result, it affected the speed of task execution, the quality of customer service, and consequently, the company's profit. So we set out to create a CRM that differs from everything we worked with before. It had to be multifunctional, reliable and helpful in business. Our efforts bore fruit: our CRM is being used by numerous companies, and we receive positive feedback from them.” 

The new CRM was designed from the ground up specifically for retail Forex brokerage business. It aims to increase the speed of solving simple tasks and make its adoption by employees easier. UpTrader CRM includes a trader's room, a back-office interface for the staff of the company, and an administrator's section with flexible settings of access levels and available features for staff and traders.

Trader’s room

The trader’s room is simple and easy to understand even for novice forex traders. Fast registration and instant verification of a client’s identity rids both customers and brokers’ staff of unpleasant time-consuming routine processes. 

Managing accounts will not become a challenge for a trader due to clarity of the operations’ history. Moreover, for clients’ convenience, a broker is able to integrate a web trading terminal into the personal account and rid customers of having to log in to the terminal every time. 

Customers can read the latest financial markets news and daily technical analysis and monitor trends with the calendar of key economic events in the forex world. 

Back-office

The back-office interface was created for operational control and management of a company’s business processes. Back-office employees can monitor a client’s activity - view deposits, withdrawal requests, and operations history. 

Information on the partner’s activity is also displayed on a dedicated page, where one can see the number of clients, their activity, partnership rewards, bonuses, and personal data. 

UpTrader developers also provided for and worked out in detail the system of client support. The administrator can monitor the quickness and quality of the support department responses to clients’ requests.

It is possible to integrate CRM into a trading platform in a couple of clicks. A broker can offer its clients to download MT4, MT5 or other trading platforms right in the trader’s room. 

Administrator’s interface 

In the admin interface, a broker can customize CRM and the trader’s room both visually and feature-wise. For instance, it is possible to translate it in any language, assign responsibilities and access levels for employees and make the interface match the corporate identity. The administrator defines settings and services for clients. 

Brokers can integrate news, analytics, and calendar of key events in the financial world. Thanks to the valuable content for traders the system can become not only a platform for managing accounts but a source of information for market analysis. It can stimulate clients to actively get involved in the trading process. In order to draw attention to a product or a special offer, brokers can launch ad campaigns to be displayed on the trader’s room. 

UpTrader solves key problems that universal CRM solutions have, being difficult to adapt to forex brokers’ mission. Moreover, the team is regularly releasing new updates. Follow UpTrader news to learn about the changes, that enrich the system with new features and capabilities. 

Take a more detailed look at UpTrader CRM by downloading the presentation

 

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