Manage CRM data via chat and voice across multiple platforms.
What is CRM Chat?
CRM Chat is a platform that enables users to manage and interact with their CRM data through a conversational interface. It integrates with popular CRM systems such as Pipedrive, HubSpot, and Salesforce, and supports multiple communication channels including WhatsApp, Telegram, text messages, web pages, and iOS apps. Users can use chat and voice functions to create and retrieve CRM data, automate sales processes via Telegram, analyze leads, send automated messages, and collaborate with their team to manage transactions effectively.
How to use CRM Chat?
Users can connect their existing CRM accounts (such as HubSpot, Pipedrive, or Salesforce) to the CRM chat functionality. Once connected, they can use chat or voice commands within supported platforms like Telegram or WhatsApp to update CRM data, retrieve information, assign tasks, and automate sales follow-up activities.
The core features of CRM Chat
Manage CRM data through chat and voice functionality.
Integration with HubSpot, Pipedrive, and Salesforce
Telegram sales automation
Clue analysis and automatic message delivery
Team collaboration features
Folder synchronization automatically adds contacts and groups.
Daily Task Summary
Image recognition is used for capturing clues.
The workspace is designed for team collaboration.