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Telegram CRM for Trading Desks

Trading Desks · P2P & OTC Traders

Keep counterparty conversations fast while attaching status, ownership, amount and settlement context to every chat. Tickets, internal notes and activity history make desk handovers far easier to control.

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01

The Challenge

Counterparty conversations move quickly, but the operating context is scattered across chat history, spreadsheets and individual memory. The next trader cannot immediately see what was agreed, what is waiting or who owns the next step.

02

How Entergram Helps

Entergram places the desk record beside the Telegram conversation.Shared fields capture amount, status, counterparty and settlement date.

SLA tickets turn time-sensitive work into an owned queue.Internal comments hold desk-only context, and the activity log records field and status changes with an actor and timestamp.

Each account connects through its own proxy and dedicated IP.

Related team workflows

How adjacent teams use the same playbook

P2P & OTC Traders

Hundreds of daily chats, each at a different stage of a deal. Sort by Last-message-from + last-seen to surface stalled conversations, drop reminders that ping your Telegram, fire personalized follow-ups via slash-command templates. The Telegram CRM P2P and OTC traders rely on to handle 3× the volume.

  • 'Last message from' column shows whether the counterparty or you spoke last
  • Sort by online/last-seen to spot active counterparties
  • Custom Stage column (multiselect): Inquiry → Negotiating → Awaiting payment → Confirming → Settled

Integrations in this workflow

Trading Desks + the rest of your stack

Keep Telegram as the place where the conversation happens, while the systems your team already uses stay up to date.

  • - Data warehouse or archive through the API: pass structured deal fields and activity history into the desk's existing review process.
  • - Google Sheets through Make.com: add settled trades to an end-of-day reconciliation sheet without retyping the core fields.
  • - Entergram MCP: find chats that are still waiting for settlement and inspect the source conversation before taking action.

Key Features for

Trading Desks

  • - Custom columns: Deal size (number), Status (multiselect), Counterparty (text), Settlement (date)
  • - Tickets with SLA for time-sensitive trades and handovers
  • - Internal comments for desk-side context (never seen by counterparty)
  • - Activity log: every status/field change recorded with actor + timestamp
  • - Per-account dedicated IP - accounts never share fingerprints
  • - Data export to CSV for compliance / archival

Key Benefits

  1. 01 Structured deal context beside the live counterparty chat
  2. 02 SLA tickets for trades and requests with a response deadline
  3. 03 Desk-only comments for cleaner handovers
  4. 04 A timestamped activity history for operational review
  5. 05 Separate proxy and dedicated IP for every connected account
  6. 06 CSV exports for reconciliation, review and archival workflows

How it works

How it works

  1. 01

    Connect the desk accounts

  2. 02

    define status, amount, counterparty and settlement fields

  3. 03

    create tickets for deadline-bound work

  4. 04

    add private handover notes

  5. 05

    review the activity history

  6. 06

    export structured records when the review process needs them.

Every Telegram account runs through its own proxy with a dedicated IP. Sessions live encrypted on Entergram's servers; your browser never talks directly to Telegram.

Why teams choose Entergram

  1. 01

    Multi-Account Inbox

    5 Telegram accounts per seat in every plan, all in one searchable, filterable chat table. Add more in the same seat for €5/month each. Each user only sees the accounts they themselves connected.

  2. 02

    CRM Layer on Top

    Custom columns (text, multiselect, date, number, checkbox), workspace-shared tags, internal comments per chat, reminders delivered to your Telegram via the Reminder Bot, slash-command templates.

  3. 03

    Analytics

    Track message volume, response rate and response time, see activity by hour on a 7×24 heatmap, monitor ticket SLA, and compare team performance by member. Available on Pro.

Explore Features

01

Multi-Account Inbox

5 Telegram accounts per seat in every plan, +€5/mo per extra in the same seat

02

Broadcasts

Server-side proxied jobs with conservative rate-limit tiers; close the browser, come back later

03

Analytics

Headline cards, 7×24 heatmap, weighted response stats, team performance board (Pro)

04

CRM & Tickets

Custom columns, tags, comments, reminders, ticketing with SLA, kanban view

View all features

Get started with Entergram

Free 3-day Pro trial. 5 Telegram accounts per seat with proxy + dedicated IP, on every plan.

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