Telegram CRM for Trading Desks

Give every counterparty chat a desk record

Amount, status, counterparty and settlement date sit beside the live Telegram conversation, across every account the desk runs, each on its own proxy and dedicated IP.

Counterparty conversations move quickly, but the operating context is scattered across chat history, spreadsheets and individual memory. Entergram puts the desk record beside the chat so the next trader can see what was agreed, what is waiting and who owns the next step.

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

The operating loop

How Trading Desks run marketing, sales and service on Telegram

Bring every counterparty thread into one place without changing how traders talk to them.

One inbox across every desk account

Connect each trader's account and see all flow in a single searchable, filterable table. No logging in and out.

Per-account proxy and dedicated IP

Accounts never share a fingerprint, which matters the moment a desk runs more than a handful of identities.

Private or shared, per account

A trader's relationship account can stay private to them while shared desk accounts open to the workspace.

Live search for new counterparties

Find people, groups and channels outside the workspace by name or username, labelled local or global.

01

The challenge

A desk's real state lives in Telegram DMs spread across individual traders' accounts. Nobody outside the thread knows the size, the stage or the settlement date, and when a trader is away or leaves, the context leaves with them. Spreadsheets meant to fix this drift out of date within a day because updating them is work nobody does mid-negotiation.

02

How Entergram helps

Entergram places the desk record beside the Telegram conversation instead of in a parallel system. Shared custom fields capture amount, status, counterparty and settlement date. SLA tickets turn time-sensitive work into an owned queue. Internal comments hold desk-only context the counterparty never sees, and the activity log records every field and status change with an actor and timestamp. Each account connects through its own proxy and dedicated IP, so running many identities does not mean sharing a fingerprint.

Structured deal context beside the live counterparty chat
SLA tickets for trades and requests with a response deadline
Desk-only comments that make handovers cleaner
A timestamped activity history for operational review
Separate proxy and dedicated IP for every connected account
CSV export for reconciliation, review and archival workflows

Capabilities

What Trading Desks actually use

Multi-account inbox

Every desk account in one filterable table. Narrow to a trader, a counterparty, a status or a settlement window without switching sessions.

Custom columns

Text, number, date, multiselect and checkbox fields on any chat. Imported list columns become fields too, usable as filters and merge tags.

Tickets with SLA

Ticket custom fields cover category, issue type and resolution. A Kanban view shows what is moving and what is stuck.

Activity log and internal comments

Field and status changes recorded with actor and timestamp. Comments stay desk-side and never reach the counterparty.

MCP across every desk account

An approved AI assistant can find chats still awaiting settlement, inspect the source conversation, populate fields and open tickets, across every account on the seat.

Setup

How it works

01
Connect the desk accounts
Each trader connects their own accounts. Choose per account whether it is shared with the workspace or private to them.
02
Define the deal fields
Set up status, amount, counterparty and settlement date as custom columns so every chat carries the same shape of record.
03
Open tickets for deadline-bound work
Anything with a settlement or response deadline becomes a ticket with an owner and an SLA.
04
Add private handover notes
Internal comments capture what is agreed and what is waiting, invisible to the counterparty.
05
Review and export
Read the activity history for operational review, and export structured records when reconciliation needs them.

Integrations

Keep the rest of your stack in sync

Telegram stays the place 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.
Slack, two-way: route each desk account to the channel that should own it, reply from Slack, and keep a durable Slack-side record of what came through.

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FAQ

Questions from Trading Desks

Does the counterparty see anything different?

No. Entergram is a layer on top of Telegram, running on real personal accounts. The counterparty sees the same account and the same conversation as before.

Can traders keep some accounts private?

Yes. Sharing is a per-account choice. A relationship account can stay private to the trader who connected it while shared desk accounts are open to the workspace.

What stops a leaving trader taking the contact book?

Workspace privacy controls can hide usernames and group member information and prevent users from editing or deleting messages. The Slack connector keeps a second, separate copy of what came through.

Is there an audit trail?

Yes. The activity log records every field and status change with the actor and a timestamp, and records can be exported to CSV.

How many accounts can a desk run?

Five per seat are included on every plan, each with its own proxy and dedicated IP, and extra accounts are EUR 5 per month in the same seat. Workspaces hold many seats, so desks regularly run past 100 accounts in one inbox.