Telegram CRM for Fintech Sales Teams: Build a Real Pipeline Without Leaving Telegram

Your prospects are on Telegram. In fintech, especially in crypto, DeFi, and blockchain sectors, Telegram is where deals start, relationships build, and decisions happen. Your sales reps are already there — talking to leads, nurturing prospects, and closing deals through Telegram conversations every day.

But Telegram gives your sales team none of the infrastructure they need. No pipeline stages. No follow-up reminders. No deal tracking. No manager visibility into team performance. No way to assign leads to specific reps. No separation between personal and work conversations.

You're asking your sales team to hit revenue targets using a platform that was built for personal messaging. The leads are there, but the tools aren't. This article breaks down the specific problems fintech sales teams face on Telegram and shows how Entergram's Telegram CRM solves each one.

In a traditional CRM, every lead has a stage: New, Qualified, Demo Scheduled, Proposal Sent, Negotiating, Closed. On Telegram, leads are just conversations. There's no way to mark where a deal stands, track how long it's been in a stage, or see your overall pipeline at a glance.

The consequences compound quickly. Reps forget which leads they've qualified and which are still cold outreach. Managers can't see how the pipeline is progressing — are deals moving forward, or stalling? Without pipeline visibility, revenue forecasting is pure guesswork.

Custom columns transform your Telegram chat list into a structured sales pipeline. Create columns for:

• Lead Stage (multi-select): New → Qualified → Demo → Proposal → Negotiating → Closed Won / Lost
• Deal Size (text): Expected revenue from the deal
• Product Interest (multi-select): Which products or services the lead is interested in
• Next Step (text): The specific action needed to move the deal forward
• Decision Timeline (date): When the prospect expects to make a decision
• Proposal Document (file): Attach proposals and contracts directly to the conversation

Smart filters then give you pipeline views: "All Qualified leads waiting for demo scheduling," "Deals over $10K in Negotiation stage," "Leads with decision date this week." These filters are shared across the sales team for consistent pipeline management.

Sales lives and dies by follow-up. A prospect says "reach out next Tuesday" or "let me think about it for a few days" — and the follow-up window opens. On Telegram, remembering these commitments is entirely on the rep. There's no reminder system, no task management, no scheduled follow-ups.

Reps who handle 50+ active conversations inevitably forget some follow-ups. Warm leads go cold. Promising deals that needed one more touch lose momentum. Research shows that 80% of sales require at least five follow-ups, but the average rep gives up after two — especially when there's no system reminding them.

Entergram's chat reminder system lets reps set follow-up reminders on any conversation. When the scheduled time arrives, our Telegram bot sends a reminder directly to their personal Telegram — the one place they're guaranteed to see it.

Sales managers can also see which conversations have reminders set through the workspace, creating accountability around follow-up discipline. No more warm leads dying of neglect because a rep forgot to circle back.

Sales managers need visibility. They need to know which reps are responsive, which are falling behind, how the pipeline is progressing, and where deals are getting stuck. On Telegram, managers have zero visibility into any of this without physically checking each rep's account.

This makes coaching impossible. You can't coach what you can't see. Performance reviews become subjective conversations based on self-reported activity rather than objective data. High performers blend in with low performers because there's no measurement.

Entergram's analytics dashboard gives managers the data they need:

• Response time per rep: How quickly each team member replies to leads
• Message volume: Who's having the most conversations
• Activity heatmaps: When each rep is most active
• Employee performance overview: Side-by-side comparison of the entire team

Combined with custom pipeline columns, managers can see exactly where the team's deals stand, who's moving deals forward, and who might need coaching. Performance conversations are backed by specific, objective metrics — not opinions.

When a rep goes on vacation, their leads go dark. When a senior rep needs to hand off a qualified lead to a closer, the context transfer is a verbal briefing. When a manager wants to step in on a key deal, they have to ask the rep to forward messages or share screenshots.

Telegram has no concept of shared views, chat assignment, or internal notes. Every rep works in isolation. The team is a collection of individuals, not a coordinated sales machine.

Shared workspaces connect the entire sales team. Managers assign leads to specific reps, and when handovers happen, the incoming rep sees all the context — deal stage, notes, history, and internal comments — without needing a verbal briefing.

Internal comments on conversations are visible to the team but invisible to the prospect. Reps can flag deals for manager input, request help on objections, or document important deal details — all within the conversation context where the information is most useful.

Most fintech sales reps use their personal Telegram accounts for work. This means family groups, friend chats, and personal conversations are mixed in with prospect conversations. Beyond the distraction, this creates a real problem: when reps leave, their personal accounts — and all the prospect relationships on them — go with them.

The chat exclusion tool lets reps hide personal conversations from the CRM workspace. Only sales-related chats appear in the team view. This gives reps privacy for their personal lives while giving the organization visibility into prospect relationships.

Because all deal context lives in Entergram's custom columns and internal comments (not just in the rep's head), the organization retains institutional knowledge even when reps transition.

Here's how a fintech sales team operates with Entergram:

Pipeline setup:

1. Create custom columns for Lead Stage, Deal Size, Product Interest, Next Step, and Decision Timeline
2. Set up shared smart filters for each pipeline stage
3. Connect all sales rep Telegram accounts to the team workspace

Daily operations:

4. New leads come in → reps qualify and add pipeline metadata
5. Reps move deals through stages as conversations progress
6. Chat reminders keep follow-ups on schedule
7. Internal comments capture deal context and manager feedback
8. Managers monitor response times and pipeline progression through analytics

Weekly operations:

9. Pipeline review using smart filters — deals by stage, deals at risk, upcoming decisions
10. Team performance review using employee performance overview
11. Export pipeline data to CSV for management reporting

With Entergram, fintech sales teams can track metrics that were previously impossible on Telegram:

• Lead response time: How quickly reps engage new leads (the 5-minute benchmark)
• Stage velocity: How long deals spend in each pipeline stage
• Conversion rates: How many leads move from Qualified to Demo to Close
• Rep productivity: Messages sent, response rates, and active deal count per rep
• Pipeline value: Total deal value at each stage

These metrics transform Telegram from an unmanaged communication channel into a measurable, optimizable sales process.

1. Start your free 3-day trial — set up your sales workspace
2. Create your pipeline columns and smart filters
3. Assign existing leads to reps and start tracking
4. Review your first week of analytics with the team

Learn more about how fintech sales teams use Entergram, or check our pricing page for plan details.