A pipeline that ends at "closed" describes a sale. An affiliate's business only starts there: the lead opens an account with a broker, gets a UID, deposits, maybe opens a second account at another broker next month, and every one of those facts determines what the affiliate actually earns. Standard CRMs have nowhere to put any of it. Scalegram's affiliate layer is that missing floor.
Contacts Hold Accounts, Accounts Hold Money
Under each contact sits any number of trading accounts, each with its broker, account number, UID, platform, account type from live to prop-challenge, status from pending to funded to churned, first deposit date, total deposits and current balance. The pipeline stage answers where the relationship is; the accounts answer what it is worth.
Your Brokers, Your Commission Models
The broker list is yours: name, portal link, your affiliate link template, and the commission model per broker, CPA, revenue share or hybrid. Commission earned is tracked per account, which means per contact, which means the morning dashboard can answer the only question that matters: which relationships and which sources produce revenue, not just conversations.
CSV Import: The Broker Portal Becomes Your Database
Every broker portal exports reports; no two agree on column names. Scalegram imports those CSVs with per-broker column mapping, creating and updating trading accounts in bulk. That import is quietly the most important feature in the layer, because it makes your workspace agree with the money source of truth, and it powers reconciled conversion events: submissions on your verification pages get matched against real deposits, and your ad platforms finally learn from confirmed numbers.
The Funnel, End to End
With the layer in place, the dashboard reads as one story: leads in, conversations advancing through stages, accounts opened, deposits confirmed, commission earned, per period, per broker, per source. When a tracking link is the source, the story extends back to the ad that started it.
Not an affiliate? The layer stays out of the way. The pipeline, the AI assistant and the tracking stack work identically for coaches, agencies and community operators; brokers and UIDs simply remain empty screens you never open.
"Put an affiliate on a generic CRM and watch them rebuild their real business in a spreadsheet next to it. The spreadsheet is the product gap. We built the spreadsheet in."
— Alex Onta, Executive Director, SINGUARD
Key Takeaways
- Affiliates need a data model generic CRMs lack: many trading accounts per contact, each with broker, UID, deposits and status.
- Commission models live on your broker records: CPA, revenue share or hybrid, tracked to earned amounts per contact.
- CSV import with per-broker column mapping syncs the broker portal truth into your workspace in bulk.
- The same import powers reconciled conversion events: ad platforms learn from confirmed deposits, not typed claims.
Frequently Asked Questions
Can one contact have accounts at several brokers?
Yes, unlimited accounts across unlimited brokers, each with its own UID, status and deposit history, all visible on the contact record. That is the core data-model difference from generic CRMs.
How do deposits get into Scalegram?
Three ways: typed by leads on verification pages (as claims), entered manually by you or your team, or imported in bulk from broker portal CSVs, which is the authoritative source and the one reconciliation uses.
Does Scalegram pay or move commissions?
No. Scalegram records and reports; brokers pay you exactly as they do today. Singuard is a software provider and never touches the money flow.