Expand your business worldwide with UpTrader Pay!
For online companies, business has long stopped being about providing a local service for clients from a particular city or country. A successfully launched business cannot stay locked in one region for long, and if the owner thinks globally, they will act the same way. The main task of an international online business is to accept local payments. For example, in Indonesia, Help2Pay or Fasapay are popular payment systems, while in Namibia, only banks transfers are in use and they need banks details much more than they need payment systems. The more systems are integrated into your CRM, the more clients from different countries will be able to buy your service.
There are some companies on the market which provide payment management systems for CRMs. All you have to do is pay for a subscription, and the payment management module will be fully integrated into your CRM. The fee, however, may be quite high. UpTrader also provides this module, and it is already integrated into our CRM along with ready-to-use payment systems. We do not charge separately for it.
We have already integrated more than 50 payment systems into our CRM, and new ones are being added all the time.
UpTrader Pay settings
The module was tailored to the demands of Forex brokers, so it has a wide range of options. So, for your clients’ convenience, you can:
1. Set a country filter.
For example, you work with clients from Indonesia, South Africa, and Germany. You have more than 50 payment systems. Not all of them work for these clients. To avoid confusion, you can only show them options available in their country. UpTrader Pay lets you change the visibility settings to only show certain payment systems for customers registered in a particular country.
2. Set a rule for new and old clients.
For example, you work with payment systems that require meeting certain criteria for clients, such as successful KYC. Therefore you can set such a rule to show new clients certain payment systems that accept new clients but charge high commissions. As well you can show another bunch of payment systems for old clients with lower commicions.
3. Visa and Mastercard.
Only show Visa and Mastercard and automatically substitute payment systems depending on the country.
4. Set a filter by registration date.
For some companies, client registration date is important. For example, you would like to give a bonus to new clients, a commission refund or a deposit bonus when depositing through a certain payment system. You can set up this payment system to be visible only to clients with a certain registration date.
UpTrader Payment Management Value-adds
- No monthly fee
- More than 50 payment systems already integrated
- New payment system integration in 2 weeks
- Free integration of one payment system per month
- Country, deposit, registration date settings
- Fully integrated into UpTrader CRM
- User-friendly interface
On September 26-27, the World Trade Center (Halls 6, 7, 8) in Dubai will host the 6th International Forex Expo, and the UpTrader team will be there! We eagerly await the opportunity to meet with colleagues and partners, discuss the latest innovations and trends in the industry, and explore new collaboration opportunities.
The exhibition provides a unique platform for leading traders, investors, financial institutions, and brokers from around the world. Don't miss the chance to learn about the key aspects shaping the Forex industry and establish connections with market experts and leaders.
If you plan to attend the exhibition and want to meet with us, please send an email to [email protected], so we can coordinate our meeting.
We look forward to seeing you at the event!
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
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.
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.
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