crm
Offering automation
that matter.

Get Instant Lead Notifcations,
the way you want.

Integrate Chat Agents
with the tools you already use

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


Our free integrations lets you send chat leads info between Chat Agents and your CRMs automatically—no code required.

Upon completion of a chat on your site, a new chat lead is added from Chat Agents with all contact information, a brief chat summary, and the chat transcript. With our integration, these lead details are automatically added as a new contacts in your CRM.

When a chat visitor returns to your site and provides more information, a new chat summary is added along with the new chat log from Chat Agents, directly in your connected CRM.

Keep your chat lead data fresh without slowing down to enter new updates by hand.

Chat Agent Integration List
  • All
  • CRM
  • Scheduling
  • Intake
  • Email Marketing
  • Automation
Chat Agents integrates with ActiveCampaign

ActiveCampaign

ActiveCampaign is designed to give growing companies the tools they need to compete with much larger companies.

Chat Agents integrates with Airtable

Airtable

Airtable is a cloud-based project management solution aimed at small and medium-sized businesses.

Chat Agents integrates with amoCRM

amoCRM

amoCRM is a multi-functional CRM that excels at taking the conversation with your customers to the next level.

Chat Agents integrates with Daylite

Daylite

Unlike traditional CRMs designed for "the boss", Daylite is designed to support day-to-day work, not shape it.

Chat Agents integrates with Drip

Drip

Drip is a marketing automation platform built for Ecommerce - utilizing email to help businesses drive revenue.

Chat Agents integrates with FollowUpBoss

FollowUpBoss

Follow Up Boss is a Real Estate CRM software that streamlines the workflow of the user's business.

Chat Agents integrates with Freshdesk

Freshdesk

Freshdesk helps businesses deliver effortless service across every customer touchpoint.

Chat Agents integrates with Lead Docket

Lead Docket

Lead Docket is a cloud-based customer relationship management (CRM) solution that helps law firms track leads

Chat Agents integrates with LeadSquared

LeadSquared

LeadSquared is a comprehensive customer acquisition platform that quickly moves leads into the sales funnel.

Chat Agents integrates with Mailchimp

Mailchimp

Mailchimp is the All-In-One integrated marketing platform for small businesses, to grow your business on your terms.

Chat Agents integrates with monday.com

monday.com

monday.com is a collaboration platform, helps teams efficiently execute complex projects together.

Chat Agents integrates with Odoo CRM

Odoo CRM

Odoo CRM is part of an open source collection of business modules that also includes accounting, & project.

Chat Agents integrates with PipelineDeals

PipelineDeals

PipelineDeals allows users to manage their contacts, qualify leads, and track leads and deals.

Chat Agents integrates with Really Simple Systems

Really Simple Systems

Really Simple Systems is an easy-to-use cloud CRM designed for small and medium-sized businesses.

Chat Agents integrates with Redtail CRM

Redtail CRM

Redtail CRM is a cloud-based solution designed specifically for finance professionals.

Chat Agents integrates with SharpSpring

SharpSpring

SharpSpring is a marketing tool that offers CRM, marketing automation, mobile and social marketing.

Chat Agents integrates with SugarCRM

SugarCRM

SugarCRM is a cloud-based application for handling sales automation, marketing automation & account management.

Chat Agents integrates with Surefire

Surefire

Surefire CRM helps thousands of mortgage professionals win new business and drive repeat business.

Chat Agents integrates with Teamgate

Teamgate

Teamgate is a CRM and sales automation solution. It offers features to connect, organize and research.

Chat Agents integrates with Thryv

Thryv

Manage customers anytime, anywhere, on any device with Thryv's small business software.

Chat Agents integrates with Wealthbox

Wealthbox

Wealthbox CRM for financial advisors is a simple, social and collaborative wealth management platform.

Chat Agents integrates with Wise Agent

Wise Agent

Wise Agent is a CRM solution for the real estate industry that helps companies and agents manage sales.

Chat Agents integrates with AppointmentCore

AppointmentCore

AppointmentCore allows customers to book appointments based on their time and day of availability.

Chat Agents integrates with Apptoto

Apptoto

Apptoto is an automated appointment reminder and messaging service that connects to existing calendars.

Chat Agents integrates with Cirrus Insight

Cirrus Insight

Cirrus Insight Calendar Scheduling is designed to simplify the scheduling of meetings between you and your clients.

Chat Agents integrates with Woven Scheduling

Woven Scheduling

Woven Scheduling Links helps avoid meetings being scheduled at times that are inconvenient 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.

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 HIPPA, 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.

Our Clients

Trusted by over 400+ great businesses.


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