Lead Gen CRM Implementation Services

We simplify complex integrations to make your lead generation system work seamlessly without any hiccups. From CRM syncs to call tracking, validation tools to automated payouts, our technical integration services help affiliates, lead buyers, and publishers grow faster.

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Set Up & Configuration

We help lead gen agencies and affiliate marketers set up and fine-tune their CRM systems for maximum efficiency. From syncing tools to validating lead sources, we handle the groundwork so your team can focus on what matters—closing more deals.

Configurations

We integrate top CRM platforms like Cake and Keap with affiliate networks for seamless lead management and flow.

Validations & Filters

Plug in phone, email, credit score, and TrustForm validations to ensure every lead meets your quality standards.

Routing Rules

Define and automate call or lead routing rules to match leads with the right buyer or team in real-time.

Tracking Token Setup

Configure tracking tokens within CAKE CRM to capture lead details, traffic sources, and campaign IDs for smarter decisions.

Security

Implement fraud detection, session tracking, and bot protection systems to safeguard your campaigns and data.

Alerts & Notifications

Get real-time alerts on caps, lead updates, and performance changes—stay ahead, always.

Offers & Verticals

Manage campaigns, contracts, and landing page assignments under one roof—easier for affiliates and buyers.

Creatives

Centralize marketing assets, email templates, and creatives—making it easy to launch or scale campaigns fast.

Campaign Management

Run smarter campaigns with custom controls that suit affiliate marketing workflows. We make campaign setup easy and scalable across channels.

Setup

Monitor and optimize campaigns across channels from one dashboard.

Caps

Set daily/monthly lead limits to stay within budget and meet advertiser terms.

Payout

Improve payout rates by distributing only validated, high-conversion leads.

Paid Filters

Use filters to test audiences, control budgets, and track ROI precisely.

Sub-Affiliate

Enable sub-affiliates to promote under your network and monitor their performance.

Lead Distribution

Tailored CRM implementation for lead buyers, affiliate marketers, and publishers to simplify how leads get delivered, tracked, and monetized.

Buyer Setup

Route leads based on performance, bids, or verticals. Automate transactions and analyze real-time performance.

Contract Management

Automate contract workflows and compliance between affiliates, advertisers, and buyers.

Delivery Schedule

Control lead delivery timing, frequency, and distribution logic to meet buyer demands.

Ping & Post Implementation

Send partial lead info to multiple buyers and auto-sell to the highest bidder based on real-time bids.

Lead Distribution Integration

Integrate with external systems to ensure fast, reliable lead delivery across partners.

Fallback Routing

Set up smart fallback routes to ensure no lead goes to waste—automatically redirect unsold or rejected leads to secondary buyers.

Geo & Device Targeting

Distribute leads based on user location, device type, or other custom parameters to match buyer preferences and increase conversion rates.

Conversion Tracking

Track every user journey from click to conversion. We set up tracking that’s accurate, clean, and built for scale.

Landing Page Click Tracking

See what users are doing on your pages and which sources drive clicks.

Conversion Tracking

Know exactly when and where a lead converts—fine-tune campaigns based on real data.

Affiliate Pixel Tracking

Capture conversions from affiliates via pixels on confirmation or thank-you pages.

Advertiser Pixel Tracking

Share lead conversions back to advertisers with pixel placement for better attribution and payouts.

Reporting

Your CRM becomes your control center with rich reporting capabilities for affiliates, lead buyers, and performance marketers.

Affiliate Reports

Track affiliate performance, conversions, and earnings to motivate and reward high performers.

Buyer Reports

Get transparency into what buyers are purchasing and what’s converting.

Clicks & Conversion Reporting

Measure CTRs, user actions, and campaign success at every step.

Revenue Report

Revenue Report: Analyze how much you’re earning per campaign, affiliate, or buyer.

Custom Reports

Build on-demand reports with your specific filters, segments, and KPIs.

Support & Management

More than CRM implementation—we support your business with long-term reliability and hands-on management.

Monitoring

Track every system activity to spot issues early and maintain lead flow.

Leads Validations

Reduce bounce rates and fraud by verifying email, phone, and credit data.

Integrations

Sync CRMs with your marketing stack, sales tools, and external APIs for complete automation.

Support

Whether it’s setup, scaling, or solving a glitch, we’re here with expert help, always on.

Lead Gen CRM Implementation Services

Set Up & Configuration

Configurations

Validations & Filters

Routing Rules

Tracking Token Setup

Security

Alerts & Notifications

Offers & Verticals

Creatives

Campaign Management

Setup

Caps

Payout

Paid Filters

Sub-Affiliate

Lead Distribution

Buyer Setup

Contract Management

Delivery Schedule

Ping & Post Implementation

Lead Distribution Integration

Fallback Routing

Geo & Device Targeting

Conversion Tracking

Landing Page Click Tracking

Conversion Tracking

Affiliate Pixel Tracking

Advertiser Pixel Tracking

Reporting

Affiliate Reports

Buyer Reports

Clicks & Conversion Reporting

Revenue Report

Custom Reports

Support & Management

Monitoring

Leads Validations

Integrations

Support

Engage your audiences, drive conversions, optimize performance, and repeat.