Forex affiliation

Forex affiliate CRM for affiliates and IBs on Telegram

A forex affiliate does not sell a product: they bring clients to a broker and earn a CPA, a revshare or both. ScaleGram CRM follows that path lead by lead, from the Telegram conversation to the first deposit and the commission unlock.

In short

Each lead carries their broker and their ID at the broker (UID). You save each broker’s deal: CPA tiers by first deposit, revshare per lot, minimum lots. Deposits are entered on the lead’s card or come from CellXpert, and the commission turns “unlocked” as soon as the deal’s conditions are met.

Deposits · last 30 days3 brokers tracked
Deposits recorded47this month
Volume deposited$18,450
Commissions unlocked$6,120+18 %
LeadBrokerStageDepositCommission
Lucia R.XMCommission$500+$240
Nadia K.VantageCommission$1,000+$400
Tom W.ExnessDeposited$250Pending
Commissions by broker30 days
XM
$2,880
Vantage
$2,160
Exness
$1,080
Total unlocked$6,120
By closer
Camille$2,640Karim$2,040Marta$1,440

What a general CRM does not track

A sales CRM tracks deals and signed amounts. A forex affiliate team tracks something else: which broker the lead signed up with, under which ID, what their first deposit was, how many lots they traded and whether the CPA is unlocked. ScaleGram CRM has these fields and calculations in the product.

Each broker’s deal

For each broker, you save the terms of your deal in the settings:

  • CPA tiers: a first-deposit range (minimum, maximum) and the matching CPA amount.
  • A revshare per lot, which you can turn on.
  • The minimum number of lots to trade to unlock the commission.

How the commission is calculated

  1. The first deposit is the first confirmed deposit in time, not the smallest: a later small deposit does not drop the lead to a lower tier.
  2. The CPA is the one of the tier that contains this first deposit.
  3. The revshare is calculated for information: lots traded multiplied by the amount per lot.
  4. The commission turns “unlocked” when the first deposit falls in a tier and the minimum lots are reached. Once unlocked, it stays unlocked.

The calculation runs again on each confirmed deposit and each CellXpert sync.

Deposits, entered or synced

A deposit is entered on the lead’s card: amount, method, date, status, proof. It is “pending” by default; only a confirmed deposit counts for the commission and goes to the ad networks.

With a broker on CellXpert, the CellXpert sync matches each registration to your lead by UID, updates the country, lots traded and net deposit, and calculates the unlock. It reads 18 months on connection, then updates every hour. It never moves the lead in the pipeline.

Read your revenue

Per broker

Unlocked and pending commissions, lots traded against lots required, leads close to unlocking.

Per source

Leads, deposits, conversion and average deposit per source, and per campaign with ad tracking.

Per closer

Leads, deposits, amount, first-response time and conversion of each team member, in the analytics.

The rest of an affiliate’s work

  • Conversations with your leads, on your Telegram accounts, in a shared inbox.
  • An affiliate pipeline with customizable stages, from first message to upsell.
  • A UID checker to find a CellXpert registration over 12 months.
  • A single-use invite link to your private channel, per lead.
  • CSV export of leads and deposits, within what each member is allowed to see.

Frequently asked questions

What is a forex affiliate CRM?

A CRM that follows an affiliate’s or IB’s leads up to the broker: registration, UID, first deposit, lots traded and commission. ScaleGram CRM adds Telegram conversations and ad tracking.

Which brokers are compatible?

All of them, for entering deposits and calculating the commission. Automatic sync works with brokers that use CellXpert.

How is the CPA unlocked?

When the first confirmed deposit falls in a CPA tier of the broker’s deal and the lead has traded the minimum lots. The commission then stays unlocked.

Is revshare taken into account?

It is calculated for information (lots traded multiplied by the amount per lot) and shown with the CPA. It plays no part in the unlock.

Does a deposit move the lead in the pipeline?

No. A deposit, entered or synced, does not change the stage. Stage changes stay a team decision, or one of an automation you set up.

Does ScaleGram suit an IB?

Yes, if your work is bringing clients to brokers and following their deposits and your commissions. The product does not handle payouts to sub-affiliates.

See also

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