CRM Core Module

168,000 clients.
Zero missed.

Every lead. Every contact. Every interaction. One searchable timeline. Cowboy CRM's Clients module is the central record of everything that has ever happened with every person in your system.

ACTIVE LEADS 168K+ LIVE
Live Preview — Client Record
KW
Klaus Weber
🇩🇪 Germany · Munich
Score 94 Hot
Details
BrokerAlpha FX
AgentSarah M.
CampaignEU-Gold-Q2
StatusActive
LanguageGerman / EN
Activity Timeline
Converted — FTD confirmed $2,400
Today · 11:42am · Sarah M.
Call logged — 8m 14s · Interested, requested info
Today · 10:55am · Sarah M.
Email sent — Welcome + product overview
Yesterday · 3:20pm · Auto
Note added — "Very interested in gold packages"
Yesterday · 11:10am · Sarah M.
Lead created — AI routed to Sarah M. (score 94)
2 days ago · 9:03am · AI Brain
Stats
8
Total calls
3
Emails sent
$2,400
FTD amount
Score history
Agent: Sarah M.
What's included

Everything the Clients module does

Full Lead Timeline
Every call, email, note, status change, and deposit logged per client with timestamps and agent attribution.
Smart Scoring
AI lead scores calculated from 40+ parameters. Score updated in real time as interactions are logged.
Agent Assignment
AI routes each lead to the optimal agent. Manual reassignment with full history preserved.
Contact History
Full call log with outcomes, durations, recordings, and notes. Every interaction preserved forever.
Tag & Filter System
Tag clients by campaign, status, language, broker, or custom fields. Filter across 168k+ records instantly.
Import / Export
Bulk import via CSV or broker API. Export filtered segments with full data for reporting or compliance.
Request Access → See All Modules
Clients · MAESTRO CRM

168,000 leads. Every call logged. Zero missed.

Every conversation, every follow-up, every deposit — all linked to one client record. 168,000 leads. Nothing missed.

Request Access → Calculate Your ROI
$149
per seat / month
14
modules included
2 wks
to full deployment
INTEGRATES WITH

Clients works alongside these modules

Tasks
Explore module →
Chat
Explore module →
View All 14 Modules
One system, one login, no fragmentation