CRM for networks in the crypto vertical
Speed and accuracy are important in the crypto vertical: flows change quickly, there are many partners, data comes from different sources, and all of this needs to be collected in one place. When there are more processes than tables or basic tools can handle, you need a CRM for networking that helps you manage traffic without chaos and losses.
CRM Mate was created specifically for such tasks. Over three years, the product has grown alongside teams working in crypto on a daily basis, and almost every tool in the system has emerged in response to real-world requests.In addition, the platform includes a separate functional layer for media buying, which is подробно covered in the article “CRM for an arbitrage team in the crypto vertical.” In this article, we will look at how CRM implements everything that makes working in the crypto vertical more difficult and risky.
If you want to see how CRM Mate solves your problems, sign up for a short presentation.
Basic functionality of CRM Mate
Before moving on to complex mechanics, it is worth going over the basic CRM tools for networking. These are the features you encounter every day: lead distribution, caps, roles, integrations. The entire workflow depends on them, so let's start with the basics.
Smart lead flow management
Flow management is designed so that you can easily control the movement of leads, even when there are many campaigns and each one works in its own way. Daily caps serve as the basis: the system looks at their ratio and distributes leads proportionally. A company with a large limit receives more leads, and one with a smaller limit receives fewer. If you want to strengthen one of them, simply change the "weight" parameter, which will increase its priority without any additional settings.
When you need to build a consistent flow, Campaign Groups in the CRM for affiliate programs can help. Within a group, you set priorities: leads first go where the priority is higher, and everything that does not meet the conditions goes further. This allows you to easily manage multiple campaigns without disrupting the overall logic. If you monetize duplicates, they can also be routed automatically.
Caps work not only with campaigns. You can limit the volume for each individual user. This is especially helpful when several webmasters are working on one GEO at once and you need to carefully divide the total limit between them.
The TimeCap setting helps you control time rather than quantity. It often makes sense to send leads only during the call center's working hours. Set a time frame and the CRM system for the crypto vertical will send requests strictly during those hours.
Manually lead sending
Sometimes you need complete control over an individual request — for example, when you need to test a new combination or manually send a lead to another stream. For such situations, there is manual sending. The function is used selectively, but allows you to quickly intervene if the automatic logic does not suit a particular case.
Flexible roles and permissions
The role system in the CRM for the affiliate program helps distribute tasks and access so that each team member works only with their own data block.
Through roles, you can configure:
which campaigns and leads are available to a specific user;
the parameters that they can view or edit;
the display of affiliate manager contacts;
the set of actions available to the roles of webmaster, manager, technical specialist, and other team members.
This allows the system to quickly adapt to your team structure and remain convenient without hindering development and scaling.
Integrations and technical support
To connect CRM Mate to your advertiser or partner, you don't need to understand APIs or spend time on manual settings. Integrations are done by technical support (it takes about 15 minutes). The team works 24/7 and is fully involved in any non-standard situations: whether it's a custom CRM, a non-standard status format, or an atypical leads reception scheme.
This crypto-vertical CRM can integrate not only with other systems, but also with Google Sheets and Telegram bots. Support helps you set everything up correctly so you can work without interruptions and don't have to spend time on the technical side.
Key functionality for networking
Basic tools cover general tasks, but there are also processes that require separate control. For example, it's not enough to simply send leads; you need to understand their quality, see their real statuses, and protect your flows. Doing this manually can be difficult, so CRM Mate has mechanisms that help you work more reliably and calmly.
Anti-fraud: three-level protection
Anti-fraud is built as a system of prompts and checks that helps you spot suspicious traffic before it becomes a problem. It is not a set of strict labels, but a tool that gives signals where you need to take a closer look.
Verification takes place on three levels:
Basic comparison of the click IP and lead IP.
Analysis of recurring markers. For example, identical user agents from the same webmaster or other atypical matches.
Additional verification that can be enabled on a campaign if the strictest conditions are required.
The system does not make conclusions for you, but gives clear signals about what to pay attention to. If in doubt, technical support helps to analyze traffic manually and confirm whether the indicators are normal.
Anti-shave — status control
In the crypto vertical, statuses play a key role: they are used to build final analytics, make decisions about payments, and evaluate traffic quality. CRM Mate records every step so that no change goes unnoticed and you always understand what is happening with the lead on the broker's side.
The system stores the complete status history. If an application first received one status, then another, and then was rolled back to an earlier one, the entire chain is visible in the lead card. Suspicious changes are highlighted with visual markers so that you can immediately notice that something illogical has happened.
When a deposit appears, the CRM for the network automatically records the FTD fact. Even if the broker later changes the status, the deposit mark is retained — so you don't lose a lead that should actually be paid for. In other words, the system not only helps you track traffic quality, but also protects you from possible errors or manual adjustments by partners.
Funnel and status substitution
It is important not only to send leads, but also to protect your sources. Brokers are well aware of the characteristic formats of funnels and statuses, and it is easy to determine who the traffic is coming from. If a partner guesses the source, they may try to contact them directly. To reduce such risks, CRM Mate has a substitution tool — a simple mechanism that helps maintain confidentiality.
Before sending a lead, you can change the funnel name. For example, if a buyer sends a funnel in the format "top_invest," it can be replaced with the neutral "Top Invest." The broker will see a standard name with no signs of a specific structure that they could recognize.
Status substitution works in a similar way. Different partners have their own wording, and it is often this wording that reveals the source of traffic. They can be standardized, for example, replacing "no answer" with "no call."
This substitution offers specific advantages:
removes markers that brokers can use to identify the source of traffic;
protects working relationships and ties with baiting;
helps you work with different brokers without the risk of overlap.
At the same time, the data is not distorted — only the form changes, not the essence. This CRM feature for the network simply removes unnecessary clues that could reveal the internal structure of your work.
Built-in CRM Mate tracker
CRM Mate combines the functions of CRM and a tracker, so links, domains, and statistics can be collected within a single system. This speeds up the launch of campaigns and eliminates the need to maintain separate services for tracking.
The tracker offers:
link creation;
domain purchase;
tracking clicks.
All parameters are stored in a single interface, and links work stably immediately after generation. This format helps you quickly launch new streams and keep existing ones in order without wasting time on unnecessary technical steps. We will tell you more about the tracker at the presentation — send us a request.
What makes working in the system even more convenient
In addition to the key CRM features for affiliate programs, there are functions that help you keep processes under control even better and be less distracted by routine tasks. CRM can send notifications to Telegram: about filling out caps, errors with leads, and any events that are important to respond to immediately.
Financial accounting is also available: you can record expenses, see the cost of a lead, evaluate profits, and calculate the affiliate manager's salary as a percentage of the net result. All data is collected in one place, eliminating the need for manual calculations and third-party spreadsheets.
If your work requires a tool that is not currently available, the CRM Mate team is ready to discuss it and implement it. Most of the current functionality came about in this way.
Conclusion
The network is based on processes: traffic, statuses, caps, finances, and flow protection. When all these elements are gathered in one place and work in harmony, the team can focus on growth rather than manual routine tasks. CRM Mate for the crypto vertical was created for this very purpose — convenient organization of daily tasks and tools that help you save time and information.
The system evolves with its users: if you need a tool that doesn't exist yet, the team will add it to the product. Therefore, it is suitable not only for current tasks, but also for those that will arise in the future. If you want to see how CRM Mate will fit into your processes, sign up for a presentation and evaluate its capabilities in a real-life scenario.