Everyone knows that successful affiliate programs require steadfast and diligent management; Cake combines sophisticated supervision with ease-of-use. We've baked in a thin-layer CRM that assists with managing contacts, documents, processes and deal flow by automatically tracking all recent events, whether automated or performed by any user. Harness the power of knowledge by always being aware of what's going on within your system.
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Contact Management Efficient
Cake provides a fully searchable contact card for storing details on advertisers, publishers, lead buyers and other business professionals you work with.
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Record Notes Knowledge
Each info card has an area to record notes about that entity. We've designed this feature so these notes can be easily shared among users.
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Document Management Collaborate
Necessary info cards allow you to upload documents to share internally or even with partners externally. Internally, you can host terms and conditions, insertion orders, W8 / W9, creative or any other file type. Externally, you can upload invoices or other documents for your partners to view.
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Role Access Manage
Detailed controls enable you to create or manage role access to all functions and reports with the application.
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Email Newsletters Communication
Create personalized email templates and use our automated filter wizard to send to specific groups or individuals. These filters assure that clients will receive relevant emails that they'll want to open.