Intro to CRMChat 101

Serge Borisov

Head of Growth at CRMChat

Learn what CRMChat is and how it transforms Telegram into your complete business development platform.

Understanding CRMChat and Complete Business Development on Telegram

Welcome to CRMChat 101. We are happy you finally decided to remove chaos and bring clarity to your business development on Telegram. 

As a Web3 sales leader or founder, you likely realize that most of your business conversations occur on Telegram, but there are almost no CRM or automation tools optimized for Telegram.

So what does CRMChat do?

CRMChat is a platform that transforms Telegram into a complete business development platform. It helps you parse leads from Telegram groups using keywords, create targeted outreach campaigns, and track deals with CRM - all without leaving Telegram.

While this flexibility is powerful, it can be overwhelming for new users. To solve this, we've created the POO Framework: Prospect, Outreach, and Optimize — three simple steps that cover every business development workflow in CRMChat.

The POO Framework

Step 1: (P)rospecting and capturing new prospects

Every successful workflow starts with finding quality prospects. In CRMChat, you can:

  • Use our Telegram Group Parser to extract members from relevant Telegram groups and chats

  • Sync Telegram Groups to upload your existing conversations

  • Forward Telegram messages from prospects to CRMChat to add them to CRM

  • Import contacts from LinkedIn by screenshotting the LinkedIn profile

  • Scan potential prospects' Telegram QR codes at conferences for instant lead capture

Step 2: (O)utreach on Telegram

Once you have your list of prospects, engage them with personalized outreach:

  • Build automated time-based message sequences with custom templates and snippets like first name, company, and so on

  • Connect an unlimited number of Telegram accounts to scale your outreach

  • Track customer responses on all accounts in a unified inbox

Step 3: (O)ptimize Deal Flow and Team Collaboration

Finally, track and convert prospects into customers:

  • Track deal progression through pipeline stages

  • Manage team collaboration with task assignments, reminders, and notes. Also, keep your internal discussions about the deal right within the deal card to keep it organized.

  • Get daily digest reports with key metrics and daily tasks

POO in Action

Here's a real Web3 example:

Prospect: Use the Group Parser to find crypto Telegram communities and extract developer/founder profiles. Sync your existing crypto group conversations to upload contacts automatically.

Outreach: Create automated time-based sequences with personalized templates using first names and company details. Connect multiple Telegram accounts to scale outreach and track all responses in one unified inbox.

Optimize: Track deal progression through pipeline stages, assign leads to team members with reminders, and use daily digest reports to stay on top of key metrics and tasks.

Why CRMChat?

Unlike traditional CRMs that force you to switch between platforms, CRMChat brings your entire sales process into Telegram - where your prospects already are.

For Web3 teams especially, Telegram is the native communication layer. Your prospects, communities, and deals are already happening there.

What's Next?

In the first lesson, we'll dive into Lead Management and learn the 5 methods for adding your prospects to CRMChat.

You'll discover how to capture your leads, use our Group Parser, and transform networking into systematic lead generation.

Ready? Let's build your first lead generation workflow.


Next Lesson: Ways to Add Leads to CRMChat - The 5 Essential Methods