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Click2Call Feature in the Sales Team Interface, set to launch in October 2023

Click2Call Feature in the Sales Team Interface, set to launch in October 2023

We continue to introduce you to the features of the highly anticipated Sales Team Interface in Forex CRM - Click2Call. This tool will be invaluable for brokers who value the privacy of their clients' data. If there are concerns about misuse of clients' personal information or in any other situations, the Click2Call function allows the client's number to be concealed during a call.

How to activate Click2Call?

- In the administrative interface, go to the "Click2Call" section.
- Choose your telephone provider, for example, Voiso.
- Some providers, such as Voiso, require the use of an API token. Obtain this token from your provider and input it in the corresponding field.
- Next, navigate to "Staff management" where you can select managers you'd like to endow with this feature.
- Assign each manager a unique Extension number and grant them the rights to make calls using Click2Call.
- After entering the extension number, a "Call" column will appear in the client's card.To make a call, simply click on the phone icon, select the desired provider, and click "Submit".

Now, communicating with your clients has become even safer and more efficient!

To get more details about Sales Interface, email us at: [email protected]

Your UpTrader Team

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All Recent Updates in One Digest

All Recent Updates in One Digest

Staying updated with the latest developments is crucial for maintaining efficiency and making informed decisions. In an effort to make this easier for you, we've consolidated all the recent updates into this single digest. Here's a breakdown of the latest features, enhancements, and changes we've made:

 

Streamlining Account Replenishment Requests

Say goodbye to manual monitoring! We've enhanced our payment systems in UpTrader CRM, enabling automatic tagging of unsuccessful replenishment requests as 'failed'. A future update will also include notifications to specific managers.
Learn more

 

Optimizing Cryptocurrency Payments

With an increased focus on cryptocurrency, we now support decimal values for maximum and minimum cryptocurrency funding amounts. For consistent cryptocurrency transactions, consider UpTrader’s efficient, automated crypto gateway.
Discover UpTrader's crypto gateway

 

Wallet Update: Enhanced 'Pending Funds' Display

Our Wallet now provides better visibility by displaying 'Pending Funds' that are awaiting approval.
Find out more

 

Improved User Export with Client Wallet Balance

To aid reporting, we've introduced a dedicated Wallet Balance column. Users can now easily monitor and manage their balances right from the User Export report.
Details here

 

Enhancements in Affiliate Commission Calculation

Our partnership program now boasts added flexibility. Set minimum durations for trading positions to be eligible for affiliate commission plans based on trading volume.
Read the full update
 

For all questions, please contact us at [email protected].

Your UpTrader Team

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How to Choose Best Forex CRM for Your Brokerage?

How to Choose Best Forex CRM for Your Brokerage?

Currently, in the Forex Fintech market, there are some CRM systems offered for brokers. All of them consist of crucial features for running a business. So, on what criteria should one select the best Forex CRM for your brokerage company? We present a list of parameters based on the requests of clients from Forex CRM Provider UpTrader that will help guide your choice.
 

The Forex CRM should be designed specifically for brokers and should be the main product of the company.

No compromises. In this case, you can be sure that the company is serious about the product and dedicates 100% of its time to it, building their entire business around it. Secondly, you can be confident that the product won't halt its development at the MVP stage. The product will definitely be refined and improved. And the earlier you start working with the company, the likely cheaper the product will be for you, and you might even get a chance to participate in the enhancement of its features. In UpTrader, we are open to discussing modifications or development of certain features. The decision is based on many factors, such as feasibility and timelines.
 

Various Pricing Plans

A wide price range for everyone, from very small companies to enterprises, first and foremost indicates that the product has a diverse array of configurations, from simple to complex. With these, small companies can meet their primary needs at a reasonable price, while large brokers can build an effective sales funnel. At the same time, the company shows flexibility and readiness to adjust to different audiences, which overall demonstrates the company's loyalty and customer-oriented approach. The UpTrader Forex CRM pricing starts at $499 per month, and small brokers will find all the necessary features for running their business.
 

High-Quality Support

Needless to say, even the best product will lose out to competitors if it has weak customer support. Customer support is crucial at every stage of interaction with the company. Trust and confidence in a partner are existentially important for your business. Even during the setup stage, you'll be able to evaluate and gain confidence in the fact that your future Forex CRM Provider is always available and assists with any queries. When choosing a CRM, look at how customer-focused the company is and how individualized their approach is. 
 

Forex CRM Features

Every software vendor strives to provide a broad spectrum of features, but the question brokerage firms often ask first is: Which trading platforms can the Forex CRM integrate with? The predominant requests revolve around compatibility with MetaTrader 4/5 and cTrader. Most systems seamlessly integrate with MetaTrader 4/5, but integration with cTrader is emerging as the platform climbs in popularity. When it comes to payment systems incorporated into the CRM, it's vital to consider both existing integrations and the vendor's willingness to add new ones. Some vendors might hesitate to delve deep into payment gateway integrations and might charge a premium for such services. This reluctance is sometimes justifiable given that many popular gateways are already integrated, and the lesser-known ones may present integration challenges like inconsistent APIs or lackluster support. However, the real measure of a vendor's commitment is their adaptability to your unique requirements. For many firms, features like Affiliate Programs and CopyTrading Platforms are non-negotiable. At UpTrader, we have all of that. Our affiliate program is advanced in terms of rewards and reports, and the CopyTrading Platform is the most user-friendly in the market since it's integrated as a part of the CRM, allowing for the management of copy trading and trading from a single interface. On top of all this, UpTrader CRM includes a bonus program, a tiered status system, the ability to post banners and send notifications, customize the design, set up deposit/withdrawal confirmations, and much more. We are currently preparing for the release of the Sales Module - a superb tool for building sales funnels and managing the sales department. We also plan to add trading statistics to the CRM soon.
 

Forex CRM Interface

Given that similar functionalities can be found among many vendors, the interface takes center stage. How user-friendly is the system? How swiftly can a team familiarize themselves with the features? Can they smoothly harness the extensive set of functions, or is the interface so convoluted that many features remain untouched, with staff and client adaptation proving cumbersome and thus ineffective? Research indicates that even if software is beneficial, users will avoid it if it's too complicated. At UpTrader, we pay meticulous attention to the interface, striving to make it pleasant and intuitively understandable so that anyone can figure out how it works without additional assistance. If there are any challenges, our team is always close by!

 

Conclusion:

In terms of the quantity and quality of current features, it's hard to find competitors to UpTrader Forex CRM. It's the company's main product, and therefore it's the primary focus. It has both affordable and premium pricing plans, boasts excellent customer service, and surpasses other CRMs in interface quality and convenience. Customization upon request is possible. 

 

Don’t put it off, ask for a demo right away, email us: [email protected], or leave a request through the live chat.

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Less Routine in Processing Requests for Account Replenishment!

Less Routine in Processing Requests for Account Replenishment!

Based on client requests, we've added a feature to the payment systems section of UpTrader CRM that allows for automatic marking of unsuccessful replenishment requests as failed. This small option will enable your finance department to avoid manual monitoring of requests. Soon, with the launch of Sales Mode, an option to send notifications to a specific manager will be added to this feature. You can specify after how long the status of "failed" should be assigned to the replenishment requests in the administrator module.

 

To get more information, email us at: [email protected] or reach out via our online chat.

Your UpTrader Team

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More Convenience for Cryptocurrency Payments

More Convenience for Cryptocurrency Payments

The demand for funding trading accounts with cryptocurrency among brokerage company clients is steadily increasing. In some regions, cryptocurrency remains the primary method due to difficulties with international payment systems and bank card transactions. That's why, at UpTrader, we pay special attention to the cryptocurrency topic. We've added the capability to input/output decimal values for maximum and minimum amounts for cryptocurrency funding.

If a significant portion of payments in your company is made in crypto, remember to utilize our ultra-convenient automated cryptocurrency account replenishment.

 

How UpTrader's crypto gateway works:

  1. UpTrader’s crypto gateway has a user-friendly API that seamlessly integrates with any CRM.
  2. A unique wallet is set up and linked with each CRM client requesting a crypto deposit. This wallet is exclusive to the client and remains consistent across different transactions to avoid confusion.
  3. Subsequently, our crypto gateway monitors incoming funds to this wallet and relays the information about these payments to the CRM, which then automatically processes and adjusts the amounts.

Discover the advantages and disadvantages of cryptocurrency payments in our previous article.

 

For further details, email us at: [email protected] or reach out via our online chat.

Your UpTrader Team

 

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UpTrader Introduces Portuguese Version of Its Website

UpTrader Introduces Portuguese Version of Its Website

To better serve its global clientele, UpTrader, a fintech company, has updated its website to include a Portuguese version. This addition supports UpTrader's initiative to make exploring UpTrader's services easyier among brokers in Portuguese-speaking regions.

"With our updated website in Portuguese, we aim to make our services more accessible to Portuguese-speaking clients. As we grow internationally, addressing our users in their native language is vital," mentioned Elena Berestovaya, CMO of UpTrader.

Currently, UpTrader's website is available in 6 languages, while their CRM system is translated into 17 languages. This underscores the company's dedication to ensuring a seamless experience for a diverse user base.

The company remains focused on serving all its users effectively, regardless of their location. Stay tuned for more developments from UpTrader as they continue to broaden their reach.

 

Your UpTrader Team

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