# CRMChat > CRM, Outreach, and Prospect Research for Telegram-first sales teams CRMChat is a platform that transforms Telegram into a complete business development platform. It helps sales teams parse leads from Telegram groups, launch automated outreach sequences, and track deals in a visual CRM pipeline — all without leaving Telegram. ## Key Features - **Telegram CRM** — Visual sales pipeline with custom stages, smart filters, notes, reminders, and team collaboration - **Unified Inbox** — Connect multiple Telegram accounts and track all conversations in one place - **Telegram Group Parser** — Extract members from any Telegram group with usernames, IDs, and profile data - **Automated Outreach Sequences** — Personalized multi-step messaging with spintax, follow-ups, and daily limits - **AI Account Warmup** — Safely warm new Telegram accounts before launching campaigns - **AI Sales Agent** — Bot that sits in your Telegram accounts and handles prospect replies automatically - **Dynamic Campaigns** — Auto-enroll leads into sequences based on CRM stage or custom properties - **Group Chat Outreach** — Send bulk messages to Telegram group chats with member tagging - **Look-Alike Audience Finder** — Find new prospects similar to your existing customers - **Phone-to-Telegram Converter** — Convert phone numbers from Apollo/Clay into Telegram usernames - **Team Collaboration** — Shared workspaces, role-based access, task assignments, and daily digests - **7,000+ Integrations** via Zapier ## Pricing - **Starter** (Free forever): 50 CRM leads, 1 Telegram account, core CRM features - **Personal** ($39/mo or $28/mo yearly): Unlimited leads, Zapier integrations, multiple workspaces - **Team** (From $79/mo or $56/mo yearly): Multiple Telegram accounts, team collaboration, AI warmup, analytics - **Agency** (Custom): 50+ outreach accounts, dedicated account manager, priority support ## Links - Website: https://crmchat.ai - Pricing: https://crmchat.ai/pricing - Help Center: https://crmchat.ai/help-center - Support Bot: https://t.me/crmchat_support_bot --- ## Getting Started ### Intro to CRMChat 101 CRMChat 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. #### The POO Framework: Prospect, Outreach, and Optimize **Step 1: Prospecting** — Find quality prospects using the Telegram Group Parser, sync existing Telegram folders, forward messages from prospects, import from LinkedIn via screenshot, or scan QR codes at conferences. You can also convert phone numbers into Telegram usernames and find look-alike audiences based on existing customers. **Step 2: Outreach** — Build automated time-based message sequences with custom templates and personalization snippets. Connect unlimited Telegram accounts to scale outreach. Track customer responses across all accounts in a unified inbox. **Step 3: Optimize** — Track deal progression through pipeline stages. Manage team collaboration with task assignments, reminders, and notes. Get daily digest reports with key metrics and daily tasks. #### Related - [Adding Leads to CRMChat](/help-center/adding-crm-leads) - [Customizing Pipeline and Filters](/help-center/customizing-pipeline-filters) --- ### Adding Leads to Your Telegram CRM CRMChat offers 5 methods to add prospects to your pipeline: **Method 1: Sync Telegram Folders** — Import all existing business conversations at once by syncing a Telegram folder. Every contact within the folder is automatically added as a lead. **Method 2: Forward a Message** — Forward any message from a prospect to the CRMChat bot. It automatically creates a new lead and saves the forwarded message as a note. **Method 3: Add Manually** — Input prospect information manually including name, description, URL, email, phone, or Telegram username. **Method 4: Scan a QR Code** — Use the mobile mini-app to scan a prospect's Telegram QR code at conferences for instant lead capture. **Method 5: Import from External Sources** — Send a LinkedIn profile screenshot to the bot for AI-powered lead creation, or use the Telegram Group Parser to extract members from public groups in bulk. #### Related - [Customizing Pipeline and Filters](/help-center/customizing-pipeline-filters) - [Preparing Prospect Database](/help-center/preparing-telegram-prospect-database) --- ## CRM & Pipeline ### Customizing Your Pipeline and Creating Smart Filters The default pipeline includes five stages: Lead, Conversation, Proposal, Negotiation, and Won. You can customize these by navigating to Settings > Custom Properties > Status. Create custom properties (Single Select, Text, etc.) to categorize leads by deal size, product, industry, or any criteria. Toggle "Display in list view" to see property values directly in the pipeline. Use the Add Filter button to instantly filter your pipeline by any custom property. #### Related - [Custom Pipeline Views](/help-center/custom-pipeline-views-telegram-crm) - [Notes, Reminders, and Collaboration](/help-center/reminders-notes-collaboration) --- ### How to Create Custom Pipeline Views Create multiple saved pipeline views by filtering leads based on custom properties. Navigate to Pipeline, click Filter, select a custom property and value, then click the view settings icon and "Save as new view." This lets you maintain separate views for different industries, products, or sales teams. After creating a new view, reset filters on your default Pipeline view to restore it. #### Related - [Customizing Pipeline and Filters](/help-center/customizing-pipeline-filters) --- ### Notes, Reminders, and Team Collaboration **Notes:** Add notes to any deal card to track important information, conversations, or next steps. Notes appear in the deal's timeline. **Reminders:** Create reminders from the deal card with a title, date, time, and description. Or use chat commands with natural language (e.g., "George Levin add a reminder to send docs on Thursday at 15:00"). **Daily Digest:** Every morning, receive a digest with all tasks scheduled for that day. At due time, receive a notification with options to Complete, postpone, or View lead. **Chat and CRM on one screen:** Click "Open Chat" on the deal card to maintain full CRM context while having customer conversations. #### Related - [Managing Workspaces](/help-center/managing-workspaces) --- ### Multiple Workspaces and Team Access Workspaces create isolated environments for different projects, teams, or clients. Switch between workspaces from the top header dropdown. You can create up to 5 workspaces per subscription. Invite team members by entering their Telegram username and selecting a role (Member or Admin). Team members must first start a chat with the CRMChat bot before the invitation will work. The Team plan includes 3 users, with additional members at $10/month. --- ## Prospect Research ### Telegram Group Parser The parser extracts members from any Telegram group and delivers an Excel list with tabs for all users, Telegram Premium users, and admins. Each entry includes Telegram handle, ID, profile name, gender, and last online status. Processing takes up to 24 hours. Groups with private member lists can be partially parsed — you get 20-30% of total members (those who commented in the last 6 months). Channel admins can add the parsing bot to extract all channel members. #### Related - [Preparing Prospect Database](/help-center/preparing-telegram-prospect-database) - [Look-Alike Audience Finder](/help-center/look-alike-audience-finder) --- ### Discovering Prospects and Preparing the Database **Finding groups:** Search Telegram directly by keyword, or use the free Telegram Group Finder tool on the CRMChat website to get a list of relevant groups based on industry keywords. **Parsing:** Navigate to Outreach > Group Parser, paste the group link, and submit. Processing can take up to 48 hours. You receive a spreadsheet with usernames, user IDs, and full names. **Phone number outreach:** If you have prospect phone numbers from Apollo or Clay, submit CSV lists directly to CRMChat for outreach. **Cleaning data:** For small lists, use Excel's Text to Columns to split names. For large lists, use AI tools (GPT for Excel, Numerous.ai, Claude, ChatGPT) with a prompt to extract valid first names. Delete any names you're not confident about — a generic greeting is better than an incorrect name. Save as CSV. #### Related - [Launching Outreach Sequence](/help-center/launching-telegram-outreach-sequence) --- ### Look-Alike Audience Finder Upload a group link or a list of current clients/target audience. CRMChat finds the most popular mutual groups of these people, parses those groups, and repeats. From a source of 500 people, you can find more than 1,000 lookalikes. --- ### Phone Number to Telegram Username Converter Convert phone numbers from sources like Apollo or Clay into Telegram usernames compatible with CRMChat outreach sequences. Average enrichment rate: 50% for India, CIS, and MENA regions; 30% for EU, UK, and Americas. --- ## Outreach ### How to Warm Up Telegram Accounts Account warming builds activity and reputation for Telegram accounts before cold outreach. New accounts that suddenly send mass messages get flagged by Telegram's anti-spam systems. **Time required:** 10-14 days. **Required for:** All new outreach accounts and accounts inactive for 2+ weeks. **Setup:** Telegram Premium subscription (required), complete profile with username, name, photo, and bio. Submit accounts to warmup in the CRMChat Dashboard under Outreach > Telegram Accounts. **Post-warming limits:** Start with 5 cold messages/day, increase by 2-3 every week, maximum 15 messages/account/day. **If restricted:** Contact @SpamBot from the restricted account, click /start. Pause campaigns for 1 day. #### Related - [Launching Outreach Sequence](/help-center/launching-telegram-outreach-sequence) - [Outreach Best Practices](/help-center/telegram-outreach-best-practices) --- ### Launching a Telegram Outreach Sequence **Step 1:** Prepare a CSV file with prospect usernames and first names. Remove duplicates, clean headers, save as CSV. **Step 2:** Navigate to Outreach > Sequences, click New Sequence, upload CSV, and select the username column. **Step 3:** Add messages with personalization snippets (click { } to insert First Name). Set follow-up delays (e.g., Wait 3 days and send). **Step 4:** Select sending accounts, set daily limits (start with 5-10), then click Start Sequence. **Tips:** Start with low daily limits and gradually increase. Monitor stats (sent, read, replied) to optimize messaging. Purchase Telegram Premium for every outreach account. #### Related - [Outreach Best Practices](/help-center/telegram-outreach-best-practices) - [Dynamic Campaigns](/help-center/dynamic-campaigns) --- ### Telegram Outreach Tips & Best Practices **Profile optimization:** Use real name and professional photo, write a compelling bio, include main account username, link to website or LinkedIn. **Message guidelines:** Keep under 100 words (ideally 50-70), use shorter sentences, focus on one value proposition, lead with outcomes not features. **Personalization:** Use recipient's first name, reference the Telegram group where you found them, mention specific pain points discussed in that group. **Spintax:** Use {Hi|Hey|Hello} syntax to create unique message variations and avoid Telegram flagging identical messages. **Opt-out hack:** Add "P.S.: Reply stop and I won't follow up" — this increases response rates and reduces spam reports. **Daily limits:** Start with 5 messages/day, increase by 2-3 every few days, maximum 15 per account. For warm contacts: 40-50 messages per account. **If restricted:** Go to @SpamBot, click /start. Usually resolved within 1 minute; repeated restrictions may take up to 24 hours. #### Related - [Account Warmup](/help-center/how-to-warm-up-telegram-accounts) - [Launching Outreach Sequence](/help-center/launching-telegram-outreach-sequence) --- ### Sending Outreach to Telegram Group Chats Send automated messages to Telegram group chats for community updates, partner announcements, or feature rollouts. Add group chats as CRM leads via Telegram Folder Sync or manual creation. Create a sequence under Outreach > Sequences and select "Groups from CRM." Choose One-Time or Dynamic campaign type. Use filters to target by stage or custom properties. Tag specific members using a custom text property with Telegram usernames, then insert the variable in your message using { }. #### Related - [Dynamic Campaigns](/help-center/dynamic-campaigns) --- ### Dynamic Campaigns Dynamic sequences automatically enroll leads based on CRM stage or custom properties. When a lead is moved to a specific stage or assigned a property value, they are automatically added to the sequence. Set up under Outreach > Sequences > New Sequence > CRM Leads. Select custom properties for filtering — you can combine multiple filters (e.g., Stage + Industry). --- ### Telegram AI Sales Agent The AI bot sits in your Telegram account(s) and replies to incoming messages automatically. Start outreach with your account, and when a prospect replies, the bot handles the conversation or waits for your intervention if the question is unclear. The bot follows your prompt to answer questions and guide prospects toward actions like booking a meeting, following a link, or filling out a form. Setup requires a prompt and a knowledge base (for complex products). Use the provided GPT assistant to generate your prompt. --- ## FAQ ### Quick Reference - **Group parsing time:** Up to 24 hours - **Daily cold message limit:** 15 per account (start with 5, increase gradually) - **Warm contact limit:** 40-50 messages per account - **Telegram Premium required:** Yes, for all outreach accounts - **Account warmup period:** 10-14 days - **Minimum account age:** 70+ days (for purchased accounts) - **CSV format:** Required for prospect lists, with Username and First Name columns - **Team plan users:** 3 included, $10/month per additional user - **Workspaces:** Up to 5 per subscription - **Private group parsing:** 20-30% of members (those active in last 6 months) - **Phone-to-Telegram conversion:** 50% for India/CIS/MENA, 30% for EU/UK/Americas - **Cancel anytime:** Yes, via workspace settings or support ### Payment & Billing - Crypto payments accepted for quarterly plans — contact support with your email and plan choice - Invoices are sent automatically via email when transactions are processed - Visit https://crmchat.ai/pricing for current pricing - Agency plan: book a demo at https://calendly.com/hints/intro