Integrations in the UTIP Office products

In this article, the UTIP Technologies Ltd. experts give an overview of all the possible integrations in the UtipOffice products under way to streamline brokerage workflows.

Plugins for communicating with the trader

The UTIP CRM stands for integrating plugins for popular email newsletter services: MailChimp and UniSender; as well as for Voiso and Commpeak IP Telephony services and others.

The newsletter plugin enables customer segmentation into mailing groups to send emails. The broker is able to create and format emails, make templates, view analytical data on the emails seen, clicked links and much more.

The telephony plugin provides the option of calling clients from the UTIP CRM system pages, e.g. directly from the client’s card.

To keep client contact data secure, it is possible to limit access to the phone number. In this case, there is still an opportunity to make calls.

Full call history, including date and time of the call, its duration and status are displayed in the client’s card.

There is also an option to replay the call record, if needed.

Report on calls is designed for the employees who monitor the process.

Commpeak dialer

The UTIP CRM stands for integrating with dialers that enable automated calls to clients to be set up. This feature reduces the number of operations performed by employees and shortens the time from getting leads to making a deposit.

What you need to get started with a telephony is to connect it along with the functions supported.

Telegram integration

The UTIP CRM supports the integration with Telegram.

The broker’s employees can get reports on deposits directly in the messenger chat thereby speeding up the processes of making managerial solutions.

Lead generation features

To expand the broker's client base, the UTIP CRM functionality serves to add clients through a variety of API-functioning sources from lead generators.

Leads can be uploaded directly into the UTIP CRM, or traders can be registered via landing pages or other lead sources provided by the lead generator.

Accordingly, automated lead generation reduces the time spent on processing leads by sales and marketing staff and saves resources for customer base processing by further increasing sales.

To interact with lead generators, the system has event tracking functionality. For example, the option of editing customer data by a manager or the option of making a deposit.

We offer an open API that allows the broker to integrate with new partners and thereby broaden opportunities and enhance efficiency without drastic changes in business processes. If you have any questions on the UTIP CRM integrations, feel free to contact the UTIP managers.