AltimaCRM Partners with Coperato to Revolutionize Forex Broker Communication

A New Era in Broker Technology

AltimaCRM, the trusted CRM platform by Intivion Technologies, is excited to announce its integration with Coperato, a cutting-edge VoIP communication solution. This partnership will help forex brokers streamline client communication, improving efficiency and strengthening relationships.

Seamless Communication Within Your CRM

In today’s fast-paced forex industry, clear and timely communication is essential. With Coperato’s VoIP integrated directly into AltimaCRM by Intivion, brokers can make and receive calls, log conversations automatically, and access call analytics — all without switching platforms. Features like click-to-call and real-time call monitoring empower brokers to handle client interactions effortlessly and professionally.

Driving Efficiency and Client Trust

“Integrating Coperato’s advanced VoIP capabilities into AltimaCRM by Intivion marks a new chapter in how brokers connect with their clients,” said Sunil Jadhav, CTO at Intivion Technologies. “This seamless communication not only boosts operational efficiency but also builds the trust and rapport essential in forex trading.”

A representative from Coperato added, “Partnering with AltimaCRM by Intivion allows us to bring our communication technology to brokers who demand reliability and flexibility. Together, we’re helping brokerage firms stay connected in an increasingly digital world.”

Conclusion: Empowering Brokers to Succeed

By combining AltimaCRM by Intivion’s comprehensive client management with Coperato’s reliable VoIP features, brokers gain a unified platform that enhances engagement and productivity. This integration is now available to all AltimaCRM clients — helping them stay competitive and grow their business with better communication.

About AltimaCRM by Intivion

AltimaCRM by Intivion is a comprehensive customer relationship management platform designed specifically for forex brokers. It now integrates all its agent platforms in one connected intelligence system. It streamlines client management, marketing, compliance, and operational workflows—all within a secure and customizable environment trusted by trading firms worldwide.

About Coperato

Coperato is an innovative VoIP platform delivering reliable, feature-rich communication solutions to businesses worldwide, enabling seamless connectivity and improved customer engagement.

Prasad More
Business Support and Operations Manager, Intivion's AltimaCRM

Prasad More is Business Support and Operations Manager at Intivion Technologies. He works with the compliance and operations teams of forex brokerages, building the KYC, AML and process workflows that keep regulated firms ready for audit without piling extra work onto the team.

Most brokers only find the gaps in their operations when something breaks: a difficult audit, a payment that won't clear, client data that doesn't match. Prasad's job is to find those gaps first.

AltimaCRM draws on 18 years of fintech work and runs more than 50 broker brands, so he sees the same problems come up across dozens of brokerages, and which fixes hold. He writes for compliance heads and operations managers who would like their teams to spend less time firefighting.