TrackPoint CRM System Review for Affiliate Teams

Today we’re covering the CRM system for affiliate teams — TrackPoint. Almost every team has some kind of internal CRM, but what if you’re a smaller team or simply don’t want to spend time and resources building your own? That’s where this review comes in. TrackPoint is built specifically for affiliate teams, advertisers, and affiliate programs — with a broad feature set, and if that’s not enough, the team is ready to develop any custom additions you need. Let’s take a closer look at the capabilities and pricing of TrackPoint.

Tracker Features:

• User management: Create accounts and manage bans for registered users.
• Statistics: View stats for the current month and the last 30 days.
• Lead export: Export lead data in XLS and JSON formats for any time period.
• Data privacy: Hide lead contact information from specific webmasters to protect confidentiality.
• Offer cloning: Quickly duplicate offers to create new ones.
• Automated lead sending: Set up automatic lead forwarding to third-party affiliate programs on specified days and times.
• Lead redistribution: Redirect leads across different offers and affiliate programs.
• Postback processing: Receive lead data via postbacks with the ability to update lead statuses.
• API integration: Receive lead statuses via API and forward them to other CRM systems using postbacks.
• Flexible offer configuration: Set up offers for integration with various affiliate programs and CRM systems.
• Financial management: Generate invoices for webmaster payouts with specified payment details.
• Multi-account support: Quickly switch between different accounts you’ve created.
• Status tracking: View lead statuses received via postback from third-party affiliate programs or CRM systems.
• Logging: View lead logs including creation, submission to third-party systems with received responses, and postback data.
• Duplicate filter: Prevent duplicate leads from being sent to third-party systems.
• Notifications: Push notifications for new leads and postbacks for quick response.
• Telegram bot integration: Receive notifications about new leads and postbacks via a Telegram bot.

Pricing:

TrackPoint offers two pricing plans:

1. Basic Plan:

   • $500 per month
   • Additional custom integrations with team assistance: $25 per integration (if needed).
   • For large integration volumes, pricing is negotiable.
     
     

2. Premium Plan:

   • $800 per month
   • Includes ongoing support and custom development.
   • Additional integrations with team assistance: $25 per integration (if needed).
   • For large integration volumes, pricing is negotiable.

Special pricing applies for the first month: $300 + $20 per integration in month one. Annual billing comes with a discount.

Getting Started with TrackPoint:

To start using the service, purchase a monthly license by contacting TrackPoint support via Telegram bot: @trackpointSupportBot. Support will answer all your questions and help you purchase and activate the CRM system. Once TrackPoint is set up, here’s how to get started:

1. Registering Advertiser (Broker) Accounts:

• Log into the CRM system with your username and password.
• In the “Users” section, click the New User button.
• Select the “Broker” role and fill in the remaining fields.
• Save the broker account.

2. Registering Webmasters:

• In the “Users” section, click the New User button.
• Select the “Webmaster” role, enter a name, password, email, and optionally Telegram details and notes about the webmaster.
• Save the webmaster account.

3. Creating an Offer:

• In the “Offers” menu, select “Create Offer”.
• Fill in the offer details including name, description, terms, commission, and other parameters.
• Configure the offer’s integration settings with third-party affiliate programs or CRM systems.
• Save the offer.
• Grant access to the offer for the relevant webmasters.

4. Webmaster:

• Log into the webmaster account and open the offer details, which include information on lead creation.
• Choose one of 3 lead creation methods.
• Configure the landing page to receive leads.

Conclusion:

TrackPoint is a CRM system built for traffic arbitrage. We liked: extensive features and capabilities, a wide range of configuration options, discounted pricing for the first month, an intuitive interface, and a team ready to develop custom additions. With TrackPoint, you don’t need an in-house development team to maintain your CRM — all integrations can also be handled by the TrackPoint team for an additional fee. If you need a CRM system, TrackPoint is a solid off-the-shelf solution for affiliate marketing teams.