User Guide

Complete guide to all Loza CRM features from first login to advanced team and analytics setup.

01 - Start

Getting started

After registration, you're greeted by the Dashboard the control center for everything. It's not just a homepage, it's the live pulse of your affiliate marketing activity. Registration takes less than 2 minutes: email, password, plan selection and you're in.

Registration and plan selection

Create an account in 2 minutes. Trial, Start, Pro or Advanced start for free and upgrade when ready.

Profile and security setup

Fill in your profile, enable 2FA (Authenticator, email or Telegram). Cloud password for extra protection.

Create your first campaign

Step-by-step wizard in 2 minutes: name, offer, funnel, geo, cap. Campaign ID is generated automatically.

Connect your landing page

Copy the WAT token and JS snippet. Paste it on your landing leads start flowing automatically. Everything takes less than 5 minutes.

Set up integrations

Connect your tracker, broker, webhooks. Ready-made templates for 50+ services setup in a couple of minutes.

Performance pulse

Real-time chart of leads, conversions and revenue. See a drop react instantly.

Smart Dashboard

CRM automatically groups relevant data: active campaigns, top offers, latest conversions.

Quick start

Step-by-step hints and templates help you launch your first campaign in 2 minutes.

Security from first login

2FA, Authenticator, email verification your data is protected from the moment you register.

Tip: Don't delay setting up 2FA. Activate Authenticator or link Telegram right after registration it takes 30 seconds and protects your account forever.

02 - Dashboard

Dashboard CRM pulse

The Dashboard is the first page you see after logging in. All key information is here: real-time stats, active campaigns, latest leads, conversion charts and financial metrics. Everything on one screen no switching.

Real-time metrics

Leads, conversions, clicks update instantly

Charts & trends

Dynamics by day, week, month trends at a glance

Update speed

From 1 second to 6 hours depends on plan

What you see on the Dashboard

Period summary Number of leads, conversions, ROI and Revenue for the selected period day, week, month

Active campaigns List of running campaigns with current stats, cap status and rotations

Latest leads Fresh arrivals name, phone, status, campaign, geo. Quick jump to client card

Top offers Offers with best conversion and revenue for the period immediately see what makes money

Geo distribution World map with clicks and leads by country visually clear where traffic comes from

Financial summary Revenue, expenses, ROI overall profitability picture

Update speed depends on your plan: Trial every 6 hours, Start every hour, Pro every minute, Advanced every second. On Advanced you see every lead in real time.

03 - Clients

Working with clients and databases

Every incoming lead goes through multi-stage validation before entering CRM. The system protects you from junk traffic and duplicates automatically. CRM determines country by IP, calculates geo tier, extracts UTM from URL, and even finds and fills in fields on the landing form automatically.

Lead validation 6 stages

Geo

Country check by IP and code

Campaign

Activity and cap limits

Phone

Format and number validity

Duplicate & fraud

Protection from repeat and fraud leads

Fraud Score

0100 score for every lead

Speed

Bot detection by form fill time

Detailed client card

All lead data: contacts, status history, campaign link, postbacks, logs, comments, event timeline.

Database with export

Filter by geo, date, campaign, status. Flexible CSV export with field selection.

Data import

Import client database via template. Set up field mapping and upload to the right campaign.

Smart search

Search by phone, email, name or lead ID. Instant results.

Auto-calculated fields

CRM determines country, language, geo tier, extracts UTM no need to pass manually.

Client types

Real, Demo, Test CRM automatically determines type by behavior and source.

Duplicate protection: CRM automatically detects repeat leads by phone, email and geo. A duplicate won't reach the broker twice. Additionally IP check for proxy/VPN, form fill speed for bot detection, and Fraud Score from 0 to 100.

04 - Campaigns

Working with campaigns

A campaign is the core of CRM. It's where the offer, funnel, caps, rotations, geo and WAT token come together. Creation takes 2 minutes with guided hints. A campaign is linked to a specific offer, geo and traffic source.

2 min

Campaign creation

From clicking "Create" to a ready campaign

< 5 min

Full setup

Campaign + landing + WAT + integration

1 click

WAT generation

Token is created automatically on creation

Create campaign (30 sec)

Name, select offer and network. Unique Campaign ID is generated automatically.

Configure parameters (60 sec)

Geo, language, cap limits, schedule, payment method (CPA, CPL, RevShare). Link offer and funnel right here.

Select traffic source (15 sec)

Facebook, Google, TikTok or custom source. CRM automatically extracts UTM from URL.

Save campaign is ready (15 sec)

WAT token is generated instantly. Campaign is active and ready to receive leads.

What a campaign contains

Campaign ID Unique identifier for API, postbacks and analytics

WAT token Web Attribution Token bound to campaign, allows only lead reception

Offer and funnel Link to specific offer and sales funnel

Caps and rotations Daily, hourly limits and automatic redirects

Geo and schedule List of countries, days and hours for receiving leads

Anti-fraud IP check, duplicates, speed, patterns, Fraud Score

Statuses active paused stopped auto-change by conditions

Unique UUID

Each campaign gets a unique identifier for API, postbacks and analytics.

Built-in hints

Enable hint mode the system explains every field and helps with setup.

Campaign rotation

MVP feature. When cap limit is reached, lead automatically goes to another campaign.

Campaign list

Overview of all campaigns: status, conversions, cap, offer. Quick edit in one click.

05 - Landings

Landings & WAT tokens

Connecting a landing to a campaign takes less than 3 minutes. CRM generates a JS snippet instantly, WAT token is bound to a specific campaign and allows only lead reception no edits, deletions or data access.

Copy WAT token

In campaign settings "Landing" section. Token is already generated and bound to the campaign.

Paste JS snippet on landing

One script tag with data-wat, data-campaign and data-api-key. CRM checks landing availability automatically.

Leads flow automatically

The form on the landing sends data directly to CRM. UTM is extracted from URL automatically.

Lead reception only

WAT token only allows creating leads no edits, deletions or data access

Campaign binding

Token is bound to a specific campaign cannot be used for another

Instant generation

Token is created automatically when creating a campaign no manual actions

Anti-fraud & protection

Every lead is checked: IP, duplicates, fill patterns, speed, geo match

WAT (Web Attribution Token) is your must-have. One token one campaign one landing. Secure, fast, and impossible to use for another campaign. Connecting a landing by URL takes 1 minute.

06 - Queues

Lead queues

The lead queue is a unique mechanism in Loza CRM. If a lead didn't pass due to cap, duplicate or temporary restriction it's not lost. CRM puts it in a queue and automatically retries delivery. Not a single lead is lost.

How the queue works

Lead didn't pass

Cap triggered, duplicate, or temporary restriction

CRM remembers

Lead enters the queue with the reason noted

Auto-retry

After 00:01 (or another configured time) automatic attempt

Lead delivered

Passed to broker or partner queue cleared

Smart delivery after 00:01

If the cap limit triggered and the lead didn't pass CRM remembers it. After 00:01 (or another configured time) the lead automatically retries and is delivered to the broker or partner.

Auto-retry on schedule after cap reset

Rotation redirect to another campaign

Logging every attempt is recorded

Manual control view and manage the queue

Queue + rotation = 0 lost leads. If a campaign hits its cap the lead goes to rotation (another active campaign). If that cap is also hit the lead enters the queue and will be delivered after limits reset.

07 - Offers

Offers & funnels

Offer and funnel are two key tools for configuring the client journey. Create them separately or right inside a campaign.

Offer

Offer name and description

Payment method: CPA, CPL, RevShare

Geo list of countries for the offer

Link to campaign

Fraud settings and limits

Funnel

Sales stages: New FTD

Statuses: deposit, reject, fraud

Configure transitions between stages

Link to offer and campaign

Analytics for each stage

Tip: Create the offer and funnel right during campaign creation it saves time and lets you link them to the campaign without extra steps.

08 - Caps

Caps & rotations

Caps and rotations are your traffic control system. Limit the flow of clients and automatically redirect them so you don't lose a single lead.

Caps client limits

Day

Daily limit

Maximum N leads per day to a campaign.

Hour

Hourly limit

Limit by hour even load distribution.

Date

By date range

Cap for a period: campaign start and stop.

Rotations saving leads

When a campaign reaches its limit rotation redirects the lead to another active campaign. Set up priorities and triggers.

Automatic on cap trigger

Redirect to 1 or multiple campaigns

Configure rotation priorities

Log all transitions

Smart delivery after 00:01

If a lead didn't pass due to cap it's not lost. CRM automatically retries delivery after 00:01 (or another configured time). Every lead reaches the broker or partner.

09 - Analytics

Analytics & overview

Two-tier analytics system: quick overview for daily monitoring and deep analytics for decision-making. Filter by time, geo, campaign, offer every data slice is available in seconds.

Quick overview

Real-time metrics across all campaigns

Conversions by day / week / month

Top campaigns by ROI

Cap and rotation status

Latest leads and their statuses

Deep analytics

Filter by campaign, geo, offer

Funnel data every stage

Triggered caps and rotations

ROI, Revenue, payout per lead

Data export for external analysis

Detailed analytics by time and geo

By time

Hourly slices, days of week, peak hours. Period comparison: today vs yesterday, this week vs last

By geo

Countries, regions, geo tier (Tier 1/2/3). Conversion and ROI per country

Multi-filter

Combination: campaign + geo + period + offer + source. Any slice in a few clicks

ROIRevenueDepositsRejectsFTDRotationsCap hitsConversion RateHourlyGeo TierBy Source

Analytics update speed depends on your plan: Trial every 6 hours, Start every hour, Pro every minute, Advanced every second. On Advanced you see every lead in real time.

10 - Tracker

Click tracker

The click tracker in Loza CRM is not a separate tracker, but a data aggregator. Information comes from your external trackers and APIs that you've connected. Each click gets a unique click_id it links the click, lead and postback into a single chain.

Chain: click lead conversion

Step 1 Click

Visitor clicks on the landing. CRM generates click_id and saves: IP, geo, device, UTM, referrer

Step 2 Lead

Visitor fills the form. CRM links the lead to click_id now we know which click led to the lead

Step 3 Postback

Tracker sends postback: GET /postback/{key}?click_id=X&status=deposit. CRM updates lead status in 10ms

Step 4 Analytics

Full cycle visible in analytics: click lead conversion ROI. From source to revenue

Connect your tracker via API or postbacks and all click data automatically appears in CRM. Supports Binom, Keitaro, Voluum, RedTrack, BeMob and any tracker with postback URL.

World map

Visual map of clicks by geo immediately see where and how many clicks in real time.

Devices

Breakdown by device: mobile, desktop, tablet. OS and browser.

Campaign linking

Every click is linked to a specific campaign and click_id for postbacks.

Detailed statistics

Clicks, unique visitors, CTR, bounce rate per traffic source.

11 - Finance

Finance

The finance module automatically aggregates data from all campaigns, offers and postbacks and builds a complete picture of revenue and expenses.

Revenue

Automatic calculation based on triggered postbacks: deposit, FTD, CPA payouts.

Expenses

Traffic cost data from connected sources and manually entered data.

ROI & P&L

Real-time profitability calculation per campaign, offer and geo.

Payout history

Complete history of all conversions, payouts and transactions with filtering.

Financial statistics are built automatically based on data in CRM offers, campaigns and postbacks. No manual entry required.

12 - Integrations

Integrations

Loza CRM easily integrates with landings, trackers, affiliate networks and any external services via API, webhooks and postbacks. Setting up any integration takes less than 5 minutes ready-made templates for 50+ services.

< 5 min

Integration setup

From connection to first lead

10ms

Postback speed

From tracker to lead update

50+

Ready templates

Trackers, brokers, messengers

REST API

POST /api/leads, GET /api/leads, PUT /api/clients. Full documentation with code examples.

Webhooks

Receive events in real time: lead_created, deposit, reject, FTD, fraud.

Postbacks

GET postbacks from trackers for passing conversions. Supports any tracker.

Full documentation

Examples in cURL, PHP, Node.js, Python, JavaScript fetch.

Detailed API documentation

All technical documentation, code examples and endpoint reference are in a separate section.

Open documentation

13 - Calendar

Calendar & tasks

Don't forget important events and keep the team informed. Calendar and tasks are built-in planning tools right in CRM.

Calendar

Convenient calendar view

Notifications by days and hours

Link events to campaigns

Reminders so nothing is forgotten

Team synchronization

Tasks

Create tasks with priority

Assign to team members

Deadlines and completion statuses

Comments and file attachments

Task change history

14 - Team

Team management

One CRM entire team. Set up roles and permissions so everyone has access only to what they need. Security and control without complex settings.

Team

Full access to everything

Role management

Finance and export

All campaigns and analytics

CRM settings

Buyer

Create campaigns

Edit offers

View analytics

Financial data

Export client databases

Farmer

View campaigns

View clients

Create campaigns

Finance

Team management

Shared database and statistics the entire team works in one CRM. Data is shared, but access is controlled by roles. Add members, change roles at any time.

15 - Other

Additional information

Loza CRM is built for digital marketing professionals. Suitable for any vertical and any team scale.

Supported verticals

FinanceForexCryptoDatingNutraE-commerceOther

Telegram Mini App

Full CRM in Telegram. On desktop as web version. On phone compact mobile view with all features.

Multi-level protection

2FA, Authenticator, email, cloud password, Telegram linking, User ID, data encryption.

Strong tech stack

Multiple services in parallel data processing in milliseconds. If one goes down another covers. No lead gets stuck.

Multi-language

Over 10 interface languages. Work in your native language or switch for the team.

Interface customization

Customize the CRM look to your liking. Multiple themes to choose from.

Pricing plans

Multiple plans with different capabilities. Choose the optimal one for your traffic volume and team.

Edge data storage

Data is stored in Edge nodes near you caching, auto-cleanup and fast delivery. Minimal latency, maximum reliability.