Custom CRM · Telegram interface

Telegram CRM: the CRM comes to your people, inside the app they already have open

For teams that work from their phones — agents, couriers, technicians, field sales reps, operators — Bsmart builds CRMs where Telegram is the fast, everyday work interface: a lead arrives as a message with buttons, the card is updated from the chat, tasks show up in the morning. Data, rules and reports stay in the CRM and the Web Admin.

Not a chatbot: a full CRM, with Telegram as the operational interface and a Web Admin for management.

Illustration of the flow · fictional data

What is a Telegram CRM?

A Telegram CRM is an ordinary CRM system — with leads, clients, a pipeline, tasks, documents and reports — in which employees do their day-to-day actions from Telegram: they receive a lead, take it, update the client card, change the stage, see their tasks. Telegram is the operational interface; the data lives in the CRM database, while management, configuration and reporting happen in a browser-based Web Admin. It is not an auto-reply chatbot for customers, although it can include one.

It is

  • A full CRM with a backend, a database and a Web Admin.
  • An interface for employees built out of messages and buttons.
  • A notification channel: new lead, task, escalation.
  • Custom: the buttons, fields and rules are your company's own.

It is not

  • Just a chatbot that answers customers.
  • A Telegram group where commands are typed by hand.
  • A replacement for all office work — the manager has the Web Admin.
  • A "one-size-fits-all" product: every implementation is configured around the process.

When a CRM with a Telegram interface makes sense

Not for every company. It makes sense when your team has at least two of the traits below:

Employees work from their phones

Real estate agents, couriers, technicians, field sales reps, shop-floor or production staff — people who are not sitting at a laptop.

Leads have to be picked up fast

When a customer calls three companies, whoever answers first wins. A Telegram notification is seen within seconds, not the next time someone opens an app.

Daily actions are few and repetitive

Take, call, update, move the stage, tick off the task. All of it fits into buttons; no complicated menus needed.

The team has already abandoned a CRM

The most common reason a CRM fails is that nobody uses it. An interface that is already open on the phone brings friction down to a minimum.

Internal communication already runs on Telegram

Many companies in Moldova coordinate their teams on Telegram. The CRM lands in the same place, not in yet another app.

The manager wants visibility without forcing manual reports

Every action in Telegram is a record in the CRM. The manager sees the real pipeline, not what was reported at the meeting.

How it works, concretely

The architecture is the same in every industry. What changes is the buttons, the fields and the rules.

  1. SourcesThe lead enters the CRMWebsite, Meta, telephony, forms, Telegram or import — all of them create records in the same database.
  2. CRMThe rules decide what happens nextDistribution, response deadline, automatic task, escalation — configured in the Web Admin.
  3. TelegramThe employee gets a message with buttonsTake, call, update, move the stage. Every tap becomes a record in the CRM.
  4. TelegramThe card is updated from the chatThe important fields are filled in with buttons and short replies; voice notes can optionally be transcribed.
  5. CRMTasks and notifications run on their ownThe day's list in the morning, reminders before the deadline, escalation to the manager for overdue tasks.
  6. Web AdminThe manager sees and configuresPipeline, reports, workload per employee, sources, conversions; rules, fields, roles.

What the employee sees and what the manager sees

Schematic illustrations with fictional data. We show anonymised screenshots from real implementations at the demo.

The employee, in Telegram

The main menu is a short list of actions. Everything else arrives as a notification, at the right moment.

Illustration of the flow · fictional data

The manager, in the Web Admin

Pipeline, KPIs and reports, plus rule configuration. Every tap in Telegram shows up here as a record.

Illustration of the flow · fictional data

What a Telegram CRM can include

Depends on the company. Not every module is needed by every client.

Lead notifications

A message with buttons for every new lead, with its source and the essential details.

Pick-up and distribution

Round-robin, by area, by product, by language or "first to tap"; escalation if nobody picks it up.

Client card

Your company's fields, updated with buttons and short replies.

Pipeline

Your own stages, changed with a button; automatic actions at every stage.

Tasks

Created automatically or manually; the day's list in the morning; reminders and escalation.

Documents

Files attached to a client or deal, sent and received through Telegram.

Reports for the employee

"My report" — their leads, tasks and results, on demand.

Web Admin

Full pipeline, reports, roles, rules, fields, integrations — for management.

AI, optional

Voice-note transcription, extracting fields from messages, summaries for the manager.

What it integrates with

Telegram is the interface; the data comes from your company's sources:

  • Website and formsEvery form creates a lead with its source preserved.
  • Meta (Facebook, Instagram)Lead Ads and messages enter the CRM and reach the right employee in Telegram.
  • Telephony / PBXA call from a new number = a new lead; calls appear on the card.
  • Existing databasesClients, products, orders — connected via API or imported.
  • Accounting / ERPData exchange where an API exists; export to Excel.
  • AITranscription, field extraction, summaries — with human review.

Data, access and control

The data lives in the CRM, not in Telegram

Telegram carries messages; the records, history and documents are in the CRM database, on infrastructure agreed with you.

Role-based access

Each employee sees in Telegram only what is assigned to them; the manager sees everything in the Web Admin. An employee who leaves is deactivated with one click.

Full history

Every tap and every stage change stays in the card history, with time and author.

Configuration without a developer, for the usual cases

Buttons, fields, stages and rules are changed from the Web Admin. Specific logic we develop for you.

Frequently asked questions about Telegram CRM

Short answers to what companies ask us most often.

Do employees have to install a new app?

No. They use Telegram, which they already have. The manager uses the Web Admin in a browser.

Does client data stay in Telegram?

No. Telegram carries the messages; the data lives in the CRM database, on the agreed infrastructure. A deactivated employee no longer receives anything.

Can the pipeline and the buttons be customised?

Yes. Stages, buttons, fields, roles, notifications and rules are configured around your company's process.

Can it integrate with Meta, telephony and the website?

Yes. Leads from Meta Lead Ads, calls on the phone system and forms on the website enter the CRM and reach the right employee in Telegram.

Can it connect to an existing database?

Yes, via API or import, with verification after the import.

What does the manager see?

The real-time pipeline, unanswered leads, workload per employee, sources, conversion and periodic reports — in the Web Admin.

What can the AI do?

Voice-note transcription, extracting fields from messages, summaries for the manager, suggested replies. Always with human review.

How long does implementation take?

A standard customised CRM can be implemented in roughly 14 days, depending on integrations and process complexity.

Can we migrate from another CRM?

Yes. We migrate contacts, deals and documents, with validation after the import.

Is it a chatbot for customers?

Not necessarily. The Telegram CRM is the employees' interface. A customer-facing bot (FAQ, taking requests) can be added separately, if it makes sense.

Continue with

Request a demo

On an example close to your company, we show you what the employee's flow looks like in Telegram and what the manager sees in the Web Admin. No commitment.

  • A 45–60 minute conversation about your team's process
  • A demo of the Telegram flow and the Web Admin
  • An honest recommendation on whether a Telegram CRM makes sense for you
  • A tailored quote after the conversation

+373 790 239 00info@bsmart.md

Leave us a number and we'll call you

B
Bsmart Assistant
Online