What is Proftit CRM?

Proftit enables you to effortlessly simplify the intricate demands of operating a brokerage into a cohesive, effective, and expandable business model. By integrating all client communications, transactions, and performance indicators into a single, user-friendly platform—your Single Point of Truth (SPOT)—you can eliminate disjointed systems, alleviate compliance burdens, and allow your team to concentrate on fostering growth and providing outstanding client service. This solution is ideal for firms managing various brands, expanding their operations, or starting a proprietary trading business, as Proftit offers the insight, authority, and assurance needed to excel in your industry. With Proftit, you can confidently navigate the complexities of the market while ensuring a superior experience for every client.

Screenshots and Video

Proftit CRM Screenshot 1

Company Facts

Company Name:
Proftit
Company Location:
Israel
Company Website:
www.proftit.com
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Product Details

Deployment
SaaS

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Proftit CRM Categories and Features

Financial CRM Software

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management