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CRM for MLM company

An MLM company with an already established network approached us with a request to streamline the management of partners, applications, and communication. Previously, they relied on Excel, Telegram, and notes, which made scaling and control more difficult.

+40%

The onboarding of new agents was accelerated in a model with tokenized motivation

+60%

Training became more consistent thanks to gamified goals and progression

Task

Create a centralized system for partner management
Automate registration, onboarding, and communications\
Add analytics, statuses, and reminders
Integrate CRM with bots, email, and Google Sheets
Provide access for admins, leaders, and support

Solution

Audited existing processes
Selected and adapted a CRM (Airtable / Bitrix24 / Pipedrive)
Developed a structure with categories: registration, training, payments, statuses
Set up automated funnels, triggers, email and Telegram broadcasts
Added access levels: leaders can only see their own structures
Trained the team and prepared documentation

Technologies

Airtable or Bitrix24
Make / Zapier — process automation
Telegram Bot API
Gmail API / SendGrid — email broadcasts
Google Sheets API
Notion — knowledge base

Results

Application processing time reduced from 1 day to 20 minutes
Leaders can see their structure and activity in real time
Missed applications dropped by 85%
Auto-reminders increased timely payments by 40%
Team coordination improved
CRM became the business management hub

Client Feedback

“For the first time, we can see our entire structure. CRM replaced dozens of spreadsheets and chats. Everything runs smoothly, nothing gets lost, and applications are processed automatically. This is a real upgrade for our business”

— Head of the MLM project

Conclusion

CRM is a key element of a scalable MLM. We implemented a system that delivered transparency, automation, and control — freeing up time for strategic growth.