CRM Mate - Referral Program

16.07.2025

Update

Version 2.0

Cloaking
Yes, we’ve built a cloaker right into the CRM. And it’s performed exceptionally well with both Google and Facebook. If you’re using our built-in tracker, setup takes just a couple of clicks. No extra fees required.
UTM Tag Statistics
You’ve been able to pass any parameters via UTM tags for a while now — but now full analytics is here. See which creatives convert best or drive more calls, analyze which placements bring higher quality leads — it’s become essential for running effective campaigns.
Task Manager
We weren’t kidding when we said we want to cover all team needs. Now CRM helps you assign tasks — to teammates or yourself. You can even specify how much money was spent on a specific task — and we’ll factor that into your team’s expense reports and average lead cost when buying traffic.
And also...
We translated the CRM into 3 languages, improved the user interface, fixed bugs, and more.

08.08.2024

Update

Version 1.04

We structured our years of experience in traffic management and created a tip system that notifies which lead needs attention and why. The anti-fraud system was also improved — it now accurately detects fake auto-logins without using external databases, relying only on facts.
Now you can better control your campaigns. A feature for automatically disabling offers after 5 lead errors has been added. This information will be displayed in notifications. It’s useful to know if the advertiser rejects most leads as duplicates, especially when claiming that they’ve already called those leads.
In profile settings, you can customize widgets to display important information regardless of the CRM page you have open.
Added the ability to create test leads through CRM. The system generates real IP addresses based on the offer’s geo. IP generation is also available when sending leads via API by passing the value auto in the ip field.
Now you can flexibly configure the working hours of an offer, setting different time intervals for each day of the week.
Added the ability to change the funnel name when sending a lead.
You can now use the Tomorrow tab in Caps to plan for the next day.
On the Today tab, you can set up notifications in the Telegram bot with the current state of the cap, lead count, priority, and even the time of the last sent lead.
The interface has been updated, statistics improved, and minor details added to simplify work.

10.06.2024

Update

Version 1.03

Automatic email generation based on first and last name. To activate this feature, pass the value auto in the email field.
Now, if the optional camp_id parameter is available when sending a lead, you can specify which campaign the lead will be sent to.
Added protection against CPL traffic shaving. If the advertiser changes a valid status to an invalid one, a notification will appear on the status, indicating that the lead needs attention. For this feature to work correctly, Invalid Statuses and Initial Statuses must be filled out (don’t forget to add New).
The system now analyzes the user's User-Agent and IP address and provides data on the device, operating system, and city — fraud analysis has become even more convenient.
You can now block statuses after reconciling with the advertiser, so subsequent updates don't disrupt financial statistics. This can be done by double-clicking on the status or through bulk actions with leads.
New filters have been added to statistics and leads.
Mass lead injection has been improved and enhanced.
Added the ability to enable certain admin functions for specific managers.
Webhooks for lead creation have been added.