An OTC desk fields a size enquiry in a Telegram group. A market maker pings about a liquidity partnership. An exchange BD contact asks for listing documents. Six conversations later, three of them are buried under meme threads and nobody can say which counterparties are still live. For crypto firms, the lead-loss problem is not volume — it is that high-value B2B conversations happen in channels with no structure, no ownership, and no audit trail. HelloGrowthCRM gives each counterparty a record: OTC enquiries become staged deals with size, settlement terms, and KYC status; exchange-listing conversations track requirements and milestones; partnership and integration discussions carry their own pipelines. Your BD team stops scrolling chat history to reconstruct where a deal stands.

KYC document chase, without the spreadsheet of shame

Every serious crypto deal stalls at the same gate: documents. Incorporation certificates, UBO declarations, source-of-funds proof, signed counterparty agreements — chased by hand across email and chat, tracked in a spreadsheet someone updates when they remember. HelloGrowthCRM turns the KYC chase into a checklist on each deal record: which documents are received, which are pending, who was last reminded and when. Automated follow-up tasks fire when a document sits pending past your threshold. Because every interaction is timestamped against the record, you build a clean activity history — useful when compliance, auditors, or a banking partner asks how a relationship was onboarded. HelloGrowthCRM itself is SOC 2 Type II certified, a baseline your own counterparties increasingly expect from the tools holding their data.

OTC enquiry pipeline

Size, asset, settlement terms, and KYC gate per enquiry — so desk conversations become trackable deals.

KYC document checklist

Received, pending, and expired documents tracked per counterparty with automated reminder tasks.

Exchange listing tracker

Requirements, fee negotiations, and listing milestones per exchange relationship in one staged view.

Timestamped audit trail

Every call, message, and status change logged against the record — ready when compliance asks questions.

Investor relations between raises, not just during them

Funds remember the projects that kept them informed. HelloGrowthCRM holds investor records with allocation history, communication cadence, and engagement notes, so monthly updates and milestone announcements go out on schedule — not just when you need the next cheque. AI Lead Scoring, included on every plan, helps a small BD team rank inbound partnership requests by fit instead of replying in chat-arrival order. Start on the free plan and bring structure to your counterparty book this week. Review the full feature set or plan options.