TOP 19: How to Launch a CPA Platform

Step-by-step guide: from idea to launching your own CPA platform.

Find the perfect CRM

№1

CPAshka

CPAshka: a Ukrainian CRM system for dropshipping. Automate dropshipper calculations, optimize work with products and customers. The ideal solution for launching your own CPA platform in Ukraine.

Service advantages

  • Maximum profit. Increase revenue through effective marketing.
  • Automatic accounting. All information about dropshippers in one place.
  • Simple management. Manage all aspects of the business easily.
  • Real-time reports. Make decisions based on current data.

Capabilities

  • Your SPA business
  • Maximize profit
  • Automate dropshipping
  • CPAshka: CRM for Ukraine
  • Reliable CPA start
CPAshka
№2

LP-CRM

LP-CRM: Ukrainian CRM for product business, e-commerce, and services. Optimize sales, manage clients, and automate processes. Ideal for launching and scaling your business.

Service advantages

  • Convenient management. Manage all aspects of your business in one place.
  • Sales analytics. Make informed decisions based on data.
  • Business scaling. Grow effectively by optimizing resources.
  • Professional support. We will help you succeed with LP-CRM.

Capabilities

  • CPA platform launch
  • LP-CRM: product business
  • E-commerce convenient CRM
  • LP-CRM: services
  • CRM for e-commerce
LP-CRM
№3

KeepinCRM

KeepinCRM: simple CRM for SMEs. Manage clients, tasks, deals, inventory, and finances in one place. Optimize business processes and increase sales. The ideal solution for launching and scaling your CPA platform.

Service advantages

  • Increase sales. Make your business more profitable through effective customer engagement.
  • Simple tool. Convenient management of all aspects of your business in one place.
  • Effective management. Optimize your work with clients, tasks, and deals.
  • Full control. Track finances and inventory for stable growth.

Capabilities

  • CPA platform: guide
  • Launch guide
  • Your CPA platform
  • KeepinCRM: clients, deals
  • CRM for business
KeepinCRM
№4

Capsule CRM

Capsule CRM: your simple assistant for managing contacts, deals, and projects. Ideal for those launching a CPA platform, allowing effective tracking of leads and deals.

Service advantages

  • Simple management. Effectively track customer interactions and deals.
  • Flexible tools. Adapt CRM to your unique business processes.
  • Data centralization. Store all contact and project information in one place.
  • Intuitive interface. Quickly learn the program thanks to its clear design.

Capabilities

  • CPA launch: step-by-step
  • CRM: contacts, deals
  • Capsule: simple and convenient
  • CPA: successful start
  • Capsule: business under control
Capsule CRM
№5

KeyCRM

KeyCRM: Ukrainian CRM for successful CPA business. Manage orders from all channels, optimize communications, control inventory, and get powerful analytics. Expand your capabilities and increase profits with KeyCRM!

Service advantages

  • Data centralization. Manage all order channels and communications in one place.
  • Improved analytics. Make informed decisions based on detailed reports.
  • Work efficiency. Optimize order processing and inventory management processes.
  • Business scalability. Expand your operations using a powerful management tool.

Capabilities

  • The key to CPA business
  • Maximum orders
  • Unified customer base
  • Inventory management
  • Sales analytics
KeyCRM
№6

Nutshell

Nutshell: a simple CRM and email marketing for B2B. Streamline sales, manage clients, and launch effective campaigns without wasting time on complex tools. Ideal for growing teams.

Service advantages

  • Integrated approach. Combine CRM and email marketing for effective customer engagement.
  • Ease of use. Intuitive interface for quick learning.
  • Scalability. The solution grows with your business.
  • Analytics in one place. Make informed decisions with comprehensive reports.

Capabilities

  • Launching a CPA platform: a step-by-step plan
  • CRM for B2B business
  • Email marketing effectively
  • Nutshell: grow with us
  • Simple start for your business
Nutshell
№7

Salesforce Sales Cloud

Salesforce Sales Cloud - the leading CRM for building powerful sales funnels and deep analytics for your business. Optimize processes, increase conversion, and reach new heights in CPA marketing!

Service advantages

  • Funnel optimization. Sales will become predictable, and the customer journey - clear.
  • Deep analytics. Make decisions based on accurate customer data.
  • Business scaling. The CRM system grows with your needs.
  • Efficiency improvement. Automate routine tasks, focusing on achieving goals.

Capabilities

  • Own CPA business
  • Lead automation
  • CRM for business
  • Sales analytics
  • Business scaling
Salesforce Sales Cloud
№8

NetHunt CRM

NetHunt CRM: your assistant for CPA partners! Manage leads, build sales funnels, and automate processes directly from Gmail. Effectively collaborate with clients and optimize your CPA strategy without leaving your email client. Everything you need for the successful launch and operation of your CPA platform.

Service advantages

  • Sales growth. Maximize partner revenue through effective management.
  • Partner engagement. Expand your affiliate network that brings you clients.
  • Increased conversions. Optimize lead management and improve metrics with NetHunt CRM.
  • Effective marketing. Manage campaigns and analyze results directly from email using NetHunt CRM.

Capabilities

  • CPA platform: launch
  • Analytics
  • Affiliate program
  • Revenue
  • Development
NetHunt CRM
№9

Odoo CRM

Odoo CRM: a comprehensive customer relationship management solution within the powerful Odoo ERP ecosystem. Optimize sales, marketing, and service by integrating CRM with other business processes. Ideal for scaling your CPA platform.

Service advantages

  • Integration with ERP. Full data synchronization for holistic business management.
  • Scalability. Grows with your business, adapting to new challenges.
  • Client Management. Effective management of customer relationships and deals.
  • Sales Analytics. Deep understanding of results for strategy optimization.

Capabilities

  • Effective CPA launch
  • CRM for business
  • Odoo: ERP solution
  • Sales organization
  • Business automation
Odoo CRM
№10

SugarCRM

SugarCRM: a flexible CRM with an open architecture, ideal for B2B sales. Optimize your CPA campaigns, manage leads, and increase conversion. A powerful solution for scaling your business!

Service advantages

  • Open architecture. Unlimited customization and integration possibilities for your unique business process.
  • B2B flexibility. Adapt the CRM to complex sales cycles and individual client needs.
  • Scalability. The solution grows with your business, supporting its dynamic development.
  • Data security. Reliable protection of commercial information thanks to proven solutions.

Capabilities

  • CPA platform launch
  • Flexible CRM for B2B
  • Open CRM architecture
  • SugarCRM for sales
  • B2B sales with CRM
SugarCRM
№11

Zoho CRM

Zoho CRM: a cloud-based CRM for automating sales, marketing, and service. Optimize your CPA business operations, acquire customers, and boost efficiency. A comprehensive solution for scaling.

Service advantages

  • Centralized Management. Consolidate customer, sales, and marketing data in a unified system.
  • Improved Efficiency. Streamline workflows and increase team productivity.
  • Deep Analytics. Make informed decisions with detailed reports.
  • Scalability. Adapt the tool to the needs of your growing business.

Capabilities

  • CPA Platform Creation
  • Business Process Management
  • Sales Automation
  • Marketing and Service
  • Zoho CRM: Cloud of Solutions
Zoho CRM
№12

SuiteCRM

SuiteCRM: A powerful open-source CRM with flexible customization options. The ideal solution for scaling your CPA platform, automating processes, and managing clients. Fully adapt it to your needs.

Service advantages

  • SuiteCRM's flexibility. Adapt the CRM to your unique business needs.
  • Functionality expansion. Add new features to optimize workflows.
  • Resource saving. Free software for effective client management.
  • Data transparency. Full control over customer interaction information.

Capabilities

  • CPA platform launch
  • SuiteCRM's flexibility
  • CRM customization
  • Open-source solution
  • Your business online
SuiteCRM
№13

Pipedrive

Pipedrive: CRM, that focuses on deal conversion and visual pipelines. Optimize sales, track leads, and achieve goals. Ideal for CPA platforms where every conversion matters. Say goodbye to chaos, welcome clarity!

Service advantages

  • Deal visualization. Track every deal on a convenient visual pipeline.
  • Sales growth. Optimize the conversion process and increase profits.
  • Customer management. Effectively organize interaction with your customer base.
  • Deal analytics. Gain deep insights into the effectiveness of your sales.

Capabilities

  • CPA launch
  • Visual pipelines
  • Deal conversion
  • Pipedrive CRM
  • Sales efficiency
Pipedrive
№14

Bitrix24

Bitrix24: An all-in-one CRM and workspace for sales, contact center, and projects. Optimize your CPA platform, manage leads, automate communication, and boost team efficiency.

Service advantages

  • Data centralization. All customer and deal data in one place for efficient work.
  • Sales efficiency. Manage all sales stages from initial contact to deal closure.
  • Routine automation. Free up your team from repetitive tasks, focusing on strategy.
  • Unified workspace. Unify communication, projects, and customer management in one system.

Capabilities

  • CPA Launch: Step-by-step guide
  • Bitrix24: CRM for Business
  • CPA and Bitrix24 Integration
  • Effective CPA Start
  • Bitrix24 CRM: User-friendly.
Bitrix24
№15

Keap (ex-Infusionsoft)

Keap (ex-Infusionsoft) is a powerful CRM and marketing automation platform built for entrepreneurs. It helps manage customers, optimize sales, and attract new ones. It's an ideal tool for growing your business, especially in the CPA platforms sector.

Service advantages

  • Sales growth. Maximize profits with effective marketing.
  • Easy start. Quickly start attracting customers.
  • Business automation. Optimize workflows and save time.
  • Marketing control. Manage all campaigns from one place.

Capabilities

  • CPA Launch
  • Keap: CRM+Marketing
  • Professional automation
  • Your business platform
  • Solutions for entrepreneurs
Keap (ex-Infusionsoft)
№16

Streak CRM

Streak CRM: your CRM right in Gmail! Manage leads, deals, and customers directly from your inbox. Create custom pipelines for any business, optimizing processes and boosting efficiency. Ideal for CPA platforms where every contact matters.

Service advantages

  • Lead management. Manage all your potential clients and deals in one place, integrating them directly into Gmail.
  • Custom pipelines. Customize workflows for your unique needs, visualizing every stage of the deal.
  • Sales analytics. Track the effectiveness of your sales efforts and make informed decisions.
  • Gmail integration. Work with your CRM directly within Gmail, simplifying communication and organization.

Capabilities

  • CPA platform: Launch Guide
  • Step-by-step to success
  • Conversions are growing
  • Profitable business
  • Affiliate marketing
Streak CRM
№17

Freshworks CRM (Freshsales)

Freshworks CRM (Freshsales) - your all-in-one CRM for CPA business. Integrated telephony, email marketing, and a powerful AI assistant optimize lead acquisition and conversion, allowing effective campaign management.

Service advantages

  • Centralization of communications. All calls, emails, and chats in one place, increasing team efficiency.
  • Sales forecasting. Use AI for more accurate forecasts and resource planning.
  • Personalized approach. Adapt customer interaction thanks to comprehensive data.
  • Easy integration. Easily connect CRM to existing workflows for an immediate impact.

Capabilities

  • The ideal start for a CPA platform
  • Manage success with Freshsales
  • CRM + Telephony + Email
  • AI assistant for sales
  • Your path to profit
Freshworks CRM (Freshsales)
№18

Apptivo

Apptivo: комплексне рішення для SMB! Потужне CRM-ядро та набір бізнес-додатків для автоматизації продажів, маркетингу та управління проєктами. Ідеально для запуску та масштабування вашого CPA-бізнесу.

Service advantages

  • CRM-ядром. Централізуйте дані клієнтів для ефективного управління.
  • Масштабованість. Зростайте разом з бізнесом, додаючи нові функції.
  • Інтеграція. З'єднуйте потрібні інструменти для цілісного робочого процесу.
  • Зручність. Інтуїтивно зрозумілий інтерфейс для всіх користувачів.

Capabilities

  • CPA-платформа: запуск
  • CRM для SMB
  • Apptivo: бізнес-додатки
  • Комплексні рішення
  • Ефективний бізнес.
Apptivo
№19

Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales - a powerful CRM for sales. Deep integration with the Dynamics 365 ecosystem and Copilot intelligence for automation, analytics, and personalization will help you effectively manage clients and deals, scaling your business.

Service advantages

  • Full integration. Seamless integration with 365 for complete control.
  • Advanced analytics. Deep understanding of clients and sales.
  • Copilot intelligence. Helps make decisions and optimize work.
  • Convenient management. Easy management of customer relationships and deals.

Capabilities

  • Step by step to CPA
  • Your start in CPA
  • CRM for business
  • Dynamics 365 Sales
  • Copilot for sales
Microsoft Dynamics 365 Sales

CRM overview and comparison

# Platform Target audience Top features Free Starting from
1CPAshkaDropshippers, CPA platforms, entrepreneursAutomation, optimization, platform launchFree for the first 100 leadsfrom 5 $/month
2LP-CRMProduct business, e-commerce, servicesClient management, automation, salesFree version up to 50 orders per monthfrom $9/month
3KeepinCRMSMEs, CPA platformsClients, tasks, deals, inventory, finances7 days trialfrom 290 UAH/user/month
4Capsule CRMEntrepreneurs, startups, CPA platformsContacts, deals, projectsFree planfrom $18/mo per user
5KeyCRMCPA business, marketers, online storesOrder management, communication optimization, powerful analytics14-day trialfrom $19/month
6NutshellSmall, medium businesses, growing teamsSimplicity, effectiveness, growth14-day trialfrom $16/month per user
7Salesforce Sales CloudB2B, B2C, retailSales funnels, analytics, conversion30 days trialfrom $25/mo per user
8NetHunt CRMCPA partners, affiliate marketersLead management, sales funnels, automation14 days trialfrom $24/mo per user
9Odoo CRMSmall, medium business, scalingSales, marketing, serviceOne App Free (CRM for free)from €24.90/month per user
10SugarCRMB2B sales, business scalingFlexible, open, B2BFree trialfrom $49/mo per user
11Zoho CRMSmall, medium businesses, marketersSales, Marketing, Service AutomationFree plan (up to 3 users)from $20/mo per user
12SuiteCRMBusiness, scaling, automationFlexibility, scaling, automationOpen-source software (free)from $0/month (self-hosted)
13PipedriveB2B sales, CPA marketingVisual pipelines, lead tracking, conversion optimization14-day trialfrom $14.90/mo per user
14Bitrix24Small, medium businessCRM, communications, projectsFree Planfrom $61/mo (5 users)
15Keap (ex-Infusionsoft)Entrepreneurs, small businesses, CPA platformsCRM, automation, salesTrial (free)from $159/mo
16Streak CRMCPA platforms, small businesses, startupsLead management, deals, customers, custom pipelines, Gmail integrationFree planfrom $59/mo per user
17Freshworks CRM (Freshsales)CPA business, advertisers, affiliate networksIntegration, telephony, AIFree planfrom $9/month per user
18ApptivoSMB, CPA-бізнесCRM, продажі, проєктиТест безкоштовнийвід $15/міс за користувача (річна оплата) або $20/міс помісячно
19Microsoft Dynamics 365 SalesBusinesses of any size, sales departments, managersClient management, deals, automationTest 30 daysfrom $65/month per user

Frequently asked questions

? What is the purpose of your project?
Defining the target audience and business model for success in affiliate marketing.

? What are the main functions needed?
Conversion tracking system, offer management, partner payouts, analytics.

? What legal aspects should be considered?
Company registration, partner agreements, compliance with data protection laws.

? How to find the first partners?
Active database, advertising networks, thematic communities, specialized forums.

? What are the expected costs?
Software development, marketing, legal support, user support.