All Industry Solutions
Telegram CRM & Management for

Fintech Sales Teams

Sales teams lose leads on Telegram because there's no pipeline, no follow-up system, and no manager visibility. Entergram adds workspaces with chat assignment, custom pipeline columns, chat reminders via Telegram bot, and analytics that track response times and team performance.

The Challenge

Fintech sales teams increasingly find their prospects on Telegram, but the platform provides zero sales infrastructure. Leads arrive as unstructured conversations with no pipeline stages, no qualification data, and no way to track follow-ups. The biggest pain point is that managers have no visibility into what's happening — they can't see which reps are responding quickly, which leads are going cold, or how the pipeline is progressing. There's no way to assign a lead to a specific rep, and when someone goes on vacation, their conversations are completely inaccessible to the rest of the team. Reps who also use Telegram personally end up with work and personal chats mixed together, creating distraction and potential privacy issues.

The Entergram Solution

Entergram transforms Telegram into a proper sales CRM without forcing prospects to leave their preferred platform. Shared workspaces let managers assign leads to specific reps, and internal comments keep deal context visible to the whole team — so vacation coverage and handovers happen seamlessly. Custom columns turn your chat list into a sales pipeline with fields for lead stage, deal size, product interest, and next steps (using multi-select, text, date, and file field types). Chat reminders ensure no follow-up is missed — set a reminder and our Telegram bot messages your personal Telegram at the right time. The analytics dashboard tracks response ratio, message volume, and reply speed per rep, with an employee performance overview that lets managers compare the team and coach effectively. Reps can exclude their personal chats from the CRM entirely, so only sales conversations appear in the workspace. Export your pipeline data to CSV anytime — messages stay encrypted and private.

Core CRM Capabilities for

Fintech Sales Teams

Team workspaces with chat assignment and internal deal notes
Custom columns for lead stage, deal size, and next steps
Chat reminders via Telegram bot for automated follow-ups
Response time analytics and employee performance comparison
Exclude personal chats so only sales conversations appear
Export pipeline data to CSV for reporting (messages encrypted)
Key Benefits
1
Assign leads to specific reps in shared workspaces with internal deal notes
2
Build a real pipeline with custom columns for stage, deal size, and next steps
3
Never miss a follow-up with chat reminders sent via Telegram bot
4
Track response times and compare team performance in the analytics dashboard
5
Keep personal and work chats separate with the chat exclusion tool
6
Export pipeline data to CSV for reporting (messages remain encrypted)
Streamlined Workflow

Connect your sales team's Telegram accounts to a shared Entergram workspace. Create custom columns for lead stage, deal size, product interest, and decision timeline. Assign incoming leads to specific reps and use internal comments for deal context. Set chat reminders for follow-up calls and meeting preparation. Monitor team performance through response time and volume analytics. Reps exclude personal chats to keep the workspace focused on sales. Export qualified leads and pipeline data to CSV for management reporting.

All connections secured with AES-256-GCM encryption. Messages are encrypted and Entergram cannot access them.

Why Industry Leaders Choose Entergram
1

Group Ownership & Network Map

See exactly who owns which groups and channels. Our relations page maps how users connect — common group chats, ownership links, and user descriptions — so your team always has full context on every contact.

2

Team Workspaces & Custom Columns

Collaborate in shared workspaces where admins assign chats to team members, everyone leaves internal comments, and custom columns (multi-select, text, file, date fields) keep your pipeline organized. Share filters across the team for consistent workflows.

3

Analytics, Reminders & CSV Export

Track message volume, response ratio, heatmaps, reply speed, and compare employee performance. Set chat reminders that notify you via our Telegram bot. Export all CRM data to CSV — messages stay encrypted and private.

Explore Telegram CRM Features

Multi-Account & Group Ownership

Manage 2+ Telegram accounts and see who owns which groups

Smart Bulk Messaging

Send personalized broadcasts with tag filtering to hundreds of chats

Analytics & Performance

Heatmaps, response ratio, message volume, and employee comparison

Workspaces & Custom Columns

Chat assignment, internal comments, shared filters, and CSV export

Upgrade to an Institutional Telegram Workflow

Join thousands of teams scaling their sales, trading, and marketing via our secure Telegram CRM.