crm
Offering automation
that matter.

Get Instant Lead Notifcations,
the way you want.

Level up with the Chat Agents Inc.

Turn your device into a leads hub.

Chat Agents
Key Feature

Exclusively for Chat Agent's customers.

Our apps help our clients manage all their chat leads efficiently. They can either use our app freely or integrate it with their preferred CRM.

Our apps, which are exclusively for our clients, are available at Apple Store and Google Play Store. However, only customers who have an account with us can access and use them.

Exclusive
Secured



Key Feature

Get instant lead alerts.

When a new chat lead is added from your website, you will receive a notification on your apps within seconds. If you choose to, you'll also get a notification via email and SMS so you can take care of those leads as soon as possible.

Our Live Alerts takes the pressure of 24×7 campaign monitoring off your shoulders so you can focus on all the other tasks on your to-do list.

Live Alerts
Any Device
Chat Agents



Chat Agents
Key Feature

Manage all your leads with ease.

Our smart, simple online CRM is an easy-to-learn and easy-to-use cloud-based lead management tool. Since everything is synced, you can manage it anytime, anywhere through our mobile or web app.

You can easily capture, maintain and manage your leads in one place. You can also categorize them so you can focus on the ones that matter most to you.

Capture Leads
Manage All Leads






Key Feature

Add your offline leads too!

If you are not currently using another CRM, you can easily add your own new or existing leads if you wish, in addition to any Chat Leads, that our agent adds for you.

If you are using a CRM, you can simply transfer all chat leads into your existing CRM and manage them from there. You don't have to worry about transferring leads from your existing system and other sources into our system.

For privacy reasons, through our API, we only transfer data into your existing CRM, not the other way around.

Offline Leads
Sync With Others


Chat Agents



Chat Agents
Key Feature

Easily add notes, tasks & docs.

In our apps and CRM, you can use activities to schedule, track and organize all your chat leads. For example, you can take notes, make phone calls, schedule appointments, and assign yourself tasks while processing a sale or resolving a service call. These actions are all considered activities.

The system automatically time stamps each activity and shows when it was created. You can scroll through the activities to see the history as you work with a customer.

Add Activities
Store Docs





Key Feature

Set reminders for important activities.

Any lead management app would be incomplete without a reminder feature. Our app provides robust features to get productive with your chat leads in an efficient manner and keep them organized.

You can set reminders and notifications by creating a task and setting its due dates. As soon as the deadline approaches or the task is overdue, you will receive the in-app web and mobile notifications.

Set Reminders
Do Follow Ups


Chat Agents



Key Feature

Sycned with web app.

All of our data is synced between our mobile apps and the web app. When you work in the mobile app or make changes to lead information on our web app or receive a new chat lead notification, all data is reflected on all our other platforms.

Our APIs are written to communicate seamlessly between all of our systems. This way, you don't have to worry about which device you update your leads on.

Auto Syncing
Any Device
Chat Agents






Key Feature

Manage Unlimited FAQs

When we first start implementing Live Chat on your website, we study your website, ask you some questions to learn about your business, and then your personal account manager adds the initial FAQs about your business to the (Knowledge Base).

Additionally, you can yourself add or edit unlimited FAQs on the go. This keeps the knowledge base about your business in our system up to date. The more frequently you update, the more it helps us do our job better.

Unlimited Faqs
Update Knowledge-Base
Chat Agents



Features




Ways To Get Notifications

Choose how you're notified, when a new chat lead is added by our chat agents.

Using Our Apps

When a new chat lead is added from your website, you will receive a notification in your apps within seconds. You will get all the contact details provided by the visitor, a small summary and also the chat transcript.

If you wish, you will also receive a notification via email and SMS so that you can take care of these leads as soon as possible.

Syncing Your CRM

We integrate with several top CRMs natively and over 2000 others through Zapier.

This way you don't have to adapt to our CRM and there is no learning curve. You only need to do a small one-time setup or we can do it for you, which will transfer all the chat leads and related data we generate in our CRM directly into your CRM.

Email Notifications

Although we recommend using either our apps or your existing CRM, we understand that sometimes you may simply prefer to receive the chat leads just by email.

Unless you are subject to HIPAA, this is already enabled by default. You can let us know which emails you need to be notified and we will set it up for you.




Fully Managed 24/7 Live Chat Service

IS YOUR
LAW FIRM
OPEN 24/7 ?

The thing is, your customers don't limit their activities to your business hours. Customers could (and probably do!) search for your services at any time of the day or week, and expect help whenever they need it.

Remember, for online searchers, your competition is just a click away. We engage your web visitors before they look to your competitors.

We Integrate With

50+ awesome CRMs natively as well as 2000+ others through Zapier.

HubSpot CRM

PracticePanther

Rocket Matter

Salesforce

Clio Manage

Zendesk Sell

Lawcus

Lawmatics







More Integrations



Our Clients

Trusted by over 400+ great businesses.


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