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DaVinci CRM
Lead operations, connected end to end

One operating system for every lead.

DaVinci brings intake, validation, routing, team workflows, broker feedback and reporting into one controlled workspace — built for performance businesses.

A product walkthrough shaped around your current lead flow.

Capture API, webhooks and imports
Control Rules, caps, teams and roles
Close the loop FTD, postbacks and reports
One connected lifecycle

Every handoff stays visible.

Replace disconnected spreadsheets, chats and one-off scripts with a workflow where every lead carries its context forward.

01

Capture

Accept leads through API, webhooks, imports or manual entry with mapped fields.

API · Webhook · Import
02

Validate

Check contacts, IP and duplicates; keep technical traffic-quality signals attached.

Email · Phone · IP
03

Route

Apply offers, caps, schedules, stream rules, priorities and broker weights.

Offers · Caps · Streams
04

Operate

Assign managers and team leads, update statuses and keep follow-ups in one workspace.

Teams · Roles · Tasks
05

Reconcile

Sync broker statuses, manage FTD confirmation and return postbacks to partners.

FTD · Status sync · Postback
06

Optimize

Review conversion, team performance, quality and financial signals with drill-down.

Dashboards · Exports · Alerts
Designed around your revenue model

One platform. Three distinct operating modes.

The workflow adapts to who owns the lead, who works it and where the commercial result is confirmed.

01

Media buying teams

Connect source context to offers, assignments, broker feedback and FTD — without losing the subs that explain performance.

  • Offer rules, source fields and controlled routing
  • Team assignment, status workflow and duplicate handling
  • Buying and P&L views in Analytics Beta when cost data is configured
02

Affiliate networks

Operate the handoff between webmasters and advertisers with limits, routing logic and a traceable feedback loop.

  • Webmasters, advertisers and API keys
  • Caps, streams, schedules, priorities and broker weights
  • Status synchronization, postbacks and integration logs
03

Brokers and sales teams

Give managers a focused workspace while team leads retain control over ownership, quality and outcomes.

  • Lead table, Kanban when enabled, notes, calls and reminders
  • Team lead assignment, granular roles and permissions
  • Validation, fingerprint signals and a complete activity trail
Built for daily operations

Less tab-switching. More controlled execution.

DaVinci connects the operational tools your team touches every day and preserves the evidence behind every decision.

01

A lead workspace people can actually move through

Shape the table around each role, change what matters in place and keep the full customer context one click away.

  • Deep filters, saved views and configurable columns
  • Inline edits and bulk status or manager updates
  • Lead card with notes, reminders, files, calls and payments
  • Archive, FTD, import and filtered export workflows
02

Route by business logic, not by manual handoff

Define where a lead can go, when it can go there and who becomes responsible for the next action.

  • Offers, caps, groups, schedules and stream filters
  • Priorities and weighted broker distribution
  • Manual or automatic manager and team lead assignment
  • Reject, duplicate and fallback handling with traceable history
03

Build and test the connections around your lead flow

Configure common HTTP integrations without a separate backend release, then inspect exactly what was sent and received.

  • Inbound webhooks with nested field mapping
  • Outbound HTTP requests, headers, body and placeholders
  • Request testing, response mapping and integration logs
  • GET or POST postbacks with templates and delivery history
04

Decision-ready reporting with drill-down

Move from the overview into buying, sales, broker, team, quality and financial views without losing the underlying leads.

  • Operational overview and role-focused dashboards
  • Report builder, saved views and filtered exports
  • Data freshness indicator and lead-level drill-down
  • P&L, ROI and alerts when financial data and modules are configured
Control without the bottleneck

Flexible for operators. Accountable for owners.

Give each role the speed it needs while keeping access, changes and data quality visible.

01 · Access

Granular roles and permissions

Control access to modules, actions and sensitive lead fields across companies and teams.

02 · Traceability

Activity and integration logs

Review ownership changes, requests, responses and operational actions when a result needs explaining.

03 · Quality

Validation and duplicate checks

Run background contact and IP checks, surface warnings and keep fingerprint signals with the lead.

04 · Workspace

Isolated tenant architecture

Keep each customer workspace and database isolated, with company-aware access inside the tenant.

Plans by operating model

Start with the workflow that matches your business.

The product scope is tailored during the demo. Final availability can depend on enabled modules and integrations.

01

Network

For affiliate networks coordinating webmasters, advertisers and routing.

$600/ month
  • Webmasters, advertisers and API access
  • Caps, streams and broker distribution
  • Postbacks and integration logs
  • Team workflows and reporting
Discuss this plan
02

Buying

For media buying teams connecting traffic context to FTD and economics.

$600/ month
  • Offer and source workflows
  • Teams, assignments and lead operations
  • Broker integrations and status sync
  • Buying analytics and P&L when configured
Discuss this plan
03

Broker

For sales operations that need ownership, quality signals and governance.

$1,000/ month
  • Full lead and team workspace
  • Team lead flow and granular permissions
  • Validation and fingerprint signals
  • Sales, broker and quality reporting
Discuss this plan

Need a mixed operating model or a custom rollout? We will map the right setup during the demo.

Product notes

What changed in the system.

Release notes, practical guides and updates from the DaVinci team.

View all news
Questions worth answering

What teams usually ask before a demo.

DaVinci can accept leads through API, webhooks, imports or manual entry, then route them to internal teams or external brokers. During the demo we map your current sources, destinations, status model and postback requirements.

The integration studio supports common HTTP methods, headers, mapped payloads, placeholders and response mapping. Typical integrations can be configured and tested in the interface; unusual authentication or protocols may require a tailored adapter.

Yes. DaVinci combines company and team context with granular roles and permissions for modules, lead actions and selected fields. The exact access model is configured around your operating structure.

Depending on enabled modules, it includes operational, buying, sales, broker, team lead, quality and financial views, plus a report builder, exports and alerts. ROI and P&L require correctly configured revenue, cost and ad-spend data.

We agree the required modules, integrations and data model, then prepare a rollout plan for your workflow. Commercial and onboarding terms are confirmed for that scope.

Bring your lead flow

We will show you where DaVinci removes the friction.

Walk through your sources, routing logic, team structure and broker feedback loop with someone who understands lead operations.

No generic deck — the conversation starts with your actual workflow.