CRM Chat

What is CRM Chat?

CRM Chat is a platform that allows users to manage and interact with their CRM data via a conversational interface. It integrates with popular CRMs like Pipedrive, HubSpot, and Salesforce, and works on various platforms including WhatsApp, Telegram, SMS, Web, and iOS. It enables users to create and retrieve CRM data using chat and voice, automate Telegram sales, parse leads, send automated messages, and manage deals with their team.

How to use CRM Chat?

Users can connect their existing CRM accounts (HubSpot, Pipedrive, Salesforce) to CRM Chat. Then, they can use chat or voice commands within supported platforms (Telegram, WhatsApp, etc.) to update CRM data, retrieve information, assign tasks, and automate sales outreach.

CRM Chat’s Core Features

CRM data management via chat and voice Integration with HubSpot, Pipedrive, and Salesforce Telegram sales automation Lead parsing and automated messaging Team collaboration features Folder Sync for auto-adding contacts and groups Daily task summaries Image recognition for lead capture Workspaces for team organization

CRM Chat’s Use Cases

• Updating CRM data on the go using voice memos.
• Retrieving CRM data instantly by asking a bot.
• Automating sales outreach on Telegram.
• Scanning Telegram QR codes to send leads directly to CRMchat.
• Turning social profile screenshots into leads automatically.
• Assigning tasks to team members directly within Telegram groups.