Work in the crypto vertical — it is endless duplicates, rejected leads, domain bans, and a lot of manual work. Often all difficulties of process management pile up at once: leads merge into nowhere, the affiliate program is silent, and to reconcile expenses with income is extremely difficult and tables no longer save. Meanwhile, while you switch between the tracker, chat, hold, and advertising cabinet — the traffic is burning.
To manage this chaos is possible only through CRM, which closes the entire cycle — from traffic to finances.
CRM Mate really is capable of solving these tasks. It from the start is created under the crypto vertical — without compromises and adaptations. We will tell how it is arranged and what tasks it covers.
Why in general is CRM needed in the crypto vertical
Here everything rests on the speed of decision-making, and CRM — it is not simply a way to keep records. It is a center of management of traffic, team, and money. If everything is tied to tables and chats, at scale you will face chaos. This means for you a loss of money at every stage of work.
CRM for an arbitrage team allows avoiding disunity of data and manual execution of tasks. You work in one interface and see everything that is happening in the moment. This reduces losses, accelerates implementation of decisions, and allows managing the team, even if you work in 5 streams on 10 GEO.
CRM Mate takes into account everything with what a buyer really works. Here is only a part of its capabilities — without crutches and external services:
automatic work with duplicates and retention of leads;
protection from shave and transparency of statuses;
accounting of spends;
connection of domains directly in CRM;
built-in tracker;
cloaking, email and IP generation;
full analytics by UTM-tags.
Further we will highlight in more detail the key capabilities of CRM Mate and will tell what makes this system special.
Quality of leads under control
In the crypto vertical duplicates are the norm. One and the same person can register several times, and a lead — to get to different brokers. Because of a limited audience, high competition, and overheated bases on narrow GEO such leads happen to be even 50%. In most CRM duplicates simply disappear and the webmaster does not even know how many applications were not monetized.
CRM Mate solves this problem systemically.
If a broker rejects an application as a duplicate, it does not disappear, but is sent to the next one — until it is processed. This gives the maximum chances for payment, even if the first broker refused. You do not lose a single lead.
CRM Mate filters repeated registrations from one user. If one person submitted an application 3–5 times — the system will not send them to different brokers. This protects your traffic and preserves reputation.
In the Leads section of CRM Mate there are separate subsections for analysis of duplicates:
Duplicate. Shows applications that coincide with already existing ones in your base. You can quickly compare data and make a decision what to do with the repeat;
Dupl Broker. Here go leads that are rejected by the broker as duplicates. They can be analyzed and transferred to another.
In the settings of CRM there is a possibility to set the period for which duplicates are checked. For example, 5 days. And if a user submitted an application 5 days after the previous one, then it will be sent to work.
All this allows the team to see all incoming traffic, including those leads that without a CRM for media buying in the crypto vertical would simply be lost. More about this mechanics — in our article. But the essence is simple: CRM Mate preserves leads that other systems simply lose.
Anti-shave: transparent statuses and control
Most teams working in the crypto vertical pour by CPL. This is convenient, but also risky: if a broker changes the status of a lead, you lose money and far from always understand why. Ordinary CRMs do not track such moments. CRM Mate is built taking into account the specifics of CPL and gives full control over statuses.
The system preserves the entire history of changes for each lead. If an application went through several stages — for example, from “New” to “High potential”, and then suddenly became “Wrong age” — this is visible in the interface. Statuses are highlighted with colors, suspicious ones are marked with an exclamation mark. This is a signal: it is time to check the lead and, if necessary, request details from the broker.
Especially important is the automatic tracking of the deposit. As soon as a lead receives the status “Deposit”, in the field “FTD” the value “Yes” is automatically pulled. CRM Mate will preserve this event even if the broker corrects the status after the replenishment. This way you will not miss a lead for which in reality a payout is due.
Thanks to these capabilities you always have a transparent picture for each lead. You understand what is happening and can react promptly — without losses and manual checks.
Financial control and spends
Most CRMs in the niche are focused on selling leads. CRM Mate goes further — it is created both for network and for media buying. Here we tried to give the maximum level of detail and control inside one system.
The Spends module is one of the key features of CRM Mate. It allows the team to see the financial picture entirely and act precisely.
Everything begins with the simple: buyers regularly (for example, once every 2–3 days) enter information about expenses in the Spends section. The form is flexible — you can choose the source, geo, funnel, payment method, add a comment, distribute expenses by categories: advertising, hold, materials, etc.
On the basis of this data CRM automatically calculates:
how much was spent and on what;
the number of leads that came;
the price of a lead and the profit for each buyer on a specific day.
Important: only valid leads participate in the profit calculation. If the status of a lead is invalid — the income from it is not included in the accounting. This protects from distortions and allows seeing the real result, and not averaged figures.
Also in the CRM you can set your own categories of expenses — once, and they will be available to the whole team. This is convenient for large teams with distributed load.
If earlier you kept all this in Excel, then you will immediately feel the difference. In CRM Mate all data is connected: expenses, leads, statuses, income for each buyer, source, and funnel. This is a tool not simply for accounting, but for daily decision-making.
Leave an application and we will show how this works live — on your tasks.
All tasks in one interface
In the classic work scheme buyers are forced to unload landings, buy domains, set up hosting, and perform many other tasks. Each of them — through a separate service. This is long, complicated, and requires the participation of a technical specialist. In CRM Mate we removed all unnecessary actions.
Landings and pre-landings — all inside CRM
Landings and pre-landings are uploaded directly into CRM Mate — as an archive, in a couple of seconds. Files are stored on a separate server, not directly connected with the system.
After uploading you can:
create a link and immediately select a domain;
track statistics on transitions — directly in the CRM;
skip external hosting — everything is ready for upload.
Domains in a couple of clicks — without tech specialists and manual setup
The purchase and connection of a domain usually looks like a quest: go to Namecheap, select and buy domains, set up DNS, enter A-records, connect Cloudflare, wait for the update — at least 10 steps, each of which can be done incorrectly.
In CRM Mate all this is done in a couple of minutes — in one window. It is enough to choose:
the zone and number of domains;
the account for linking;
the needed provider.
The system itself will check availability, buy the domain, create all records, link Cloudflare, and set up the server. For tech specialists this is a saving of dozens of hours per month.
Built-in tracker: natively, safely, without bans
In the crypto vertical a tracker is a mandatory point. Without it you do not know what works. But almost all popular trackers (Keitaro, Binom and others) are recognizable for Google and Facebook algorithms because of the structure of links, redirects, and traces in the code.
CRM Mate solves this problem from the inside. The tracker is built directly into the system:
links look like ordinary ones: no redirects and suspicions;
the structure of HTML does not reveal the presence of a tracker;
the tracker can be safely used under Google Ads.
Even if the server merged into a ban, CRM Mate allows restoring infrastructure in 5 minutes. Landings, domains, and other — everything is transferred automatically. You do not lose time and continue to pour.
Analytics of clicks also happens without separate setup. Immediately after launch you see:
the number of transitions by each link;
the effectiveness of the bundle in the cut of landing, geo, date;
which sources really bring traffic.
The CRM Mate tracker does not require additional installation or extra payments. It is ready to work immediately after registration. This is especially important for those who launch traffic in flow and do not want to lose time on the technical part.
CRM Mate gives native tracking that works under Google and Facebook. You have only key tasks left — launch, traffic, ROI. All the rest is automated.
Want to see the tracker in real conditions? Write to support — we will show directly on live traffic.
Cloak out of the box — ready to launch
In the classic scheme teams have to separately search for a cloak, deal with integration, write redirects, follow updates. Any failure — and you pour direct traffic to the landing, get into bans or lose accounts. Especially when working with Google and Facebook.
In CRM Mate this is eliminated. The cloak is built into the system and already tested on real volumes. It works stably, without technical difficulties: you simply turn on the needed parameters and launch. It is enough to choose the type and geo when creating a link so that the system applies verified safe settings that work excellently in practice.
This solution is first of all suitable for teams that work in pace and volumes: no fuss with servers, hostings, and scripts. Test this in work — leave an application, and our manager will show how everything is arranged.
Automatic substitution of email and IP for leads
In the crypto vertical a form without email — it is not just a risk. Such leads often receive an underestimated price or are not paid at all. The problem is that users do not always want to leave a real address, and without it you lose money.
In CRM Mate we automated this process. The system itself generates a valid email from the first name and last name, sometimes adding necessary symbols: for example, [email protected]. The address looks natural, passes validation, and increases the chance that the lead will be accepted.
Also in the system you can activate IP generation. This is especially important when working through lead forms, where the IP of the user is not transmitted directly. Without IP trackers and affiliate programs can cut the lead or put under question its validity.
CRM Mate solves this problem automatically: IP is generated by the needed geo — correctly, randomized, and without repeats. This is convenient both for manual creation of a lead and for cases when it comes with incomplete data.
Both functions are available directly in the interface — quickly, without scripts and manual setup. This increases conversion and protects your income.
Precise work with UTM-tags
For us UTM-tags — it is not just a technical tail in the link. It is a tool that helps make decisions and find bundles that bring money. CRM Mate works with them on two levels: when creating links and when analyzing incoming leads.
Setting UTM-tags when creating links
When using a link inside the system you can immediately set the needed UTM-tags — utm_source, utm_medium, utm_campaign, utm_content, utm_term or any others. Such an approach excludes mistakes, saves time, and allows from the very beginning to precisely understand where leads will come from.
UTM-tags in leads and analytics
When applications begin to arrive, CRM Mate automatically preserves all transmitted UTM-parameters. You do not need to manually set up parsing or dig in logs — the system creates separate fields for each parameter directly in the table of leads.
You can:
use tags as filters: select leads by source, campaign, creative;
track UTM-tags on the card of each lead;
create your own fields for needed parameters;
use this data in postbacks for precise transmission into the affiliate program or external systems.
All this will allow building analytics based on facts. You will clearly see which campaign brings FTD, which bundle works in a specific geo, and what to scale.
Analysis by UTM-parameters — it is control over money. Not a single external tracker in the arbitrage niche integrates into CRM so deeply and natively.
Fast integration: everything is done by support
Integration with the advertiser in CRM Mate takes on average 15 minutes. All that is required from you — simply write to support. The rest is taken over by specialists.
You do not need to delve into API, set up postbacks manually, or dig into documentation. The support team will connect everything for you — quickly, correctly, and at any convenient time.
This is especially useful if you have several streams, a non-standard affiliate program, or urgently need to launch a new bundle. You simply give access and start working in the CRM.
CRM for the crypto vertical without compromises
In arbitrage it is well known that managing traffic in the crypto vertical — it is a constant race: duplicates, bans, manual analytics, losses in communication. Tables and scattered tools do not save here. To scale and earn, a system is needed that takes under control everything: from the first click to profit calculation.
CRM Mate — it is not just a CRM for buying in the crypto vertical, but a full stack for work: quality control of leads, protection from shave, analytics, tracker, cloak, spends, automation of routine tasks, and fast integration with advertisers. Everything works as a single mechanism, sharpened exactly under your reality.
If you want not simply to pour traffic, but to build a managed business with numbers, control, and result — try CRM Mate in action. Write to the team, connect, and see how this works live.