Less Annoying CRM - what is it?
Less Annoying CRM is a customer relationship management solution tailored to the needs of small businesses. It offers cloud-based deployment, various configuration options, and a dashboard that provides an overview of contact information, projects, files, and other information. Less Annoying CRM offers contact management and sales force automation (SFA) applications, allowing businesses to consolidate their customer information into a single location that the entire team can access.
Through the dashboard, users can view all notes, files, tasks, events, and pipeline information for a contact. Modules include lead tracking, notes, calendar, and task management. Configuration options allow users to customize sales processes and lead definitions to best fit their own business processes and industry needs. Less Annoying CRM offers 256-bit encryption security. Servers are hosted on Amazon.com infrastructure and multiple back
How does Less Annoying CRM works with Chat Agents
Upon completion of a chat on your site, a new chat lead is added by our Chat Agents with all contact information, a brief chat summary, and the chat transcript.
With this Less Annoying CRM - Chat Agents integration, these lead details are automatically added as a new lead in your Less Annoying CRM account.
When a chat visitor returns to your site and provides more information, a new chat summary is added along with the new chat transcript from Chat Agents. These lead details are also automatically updated in Less Annoying CRM.
How to integrate Less Annoying CRM with Chat Agents
To integrate Less Annoying CRM with Chat Agents, first, log into your Less Annoying CRM account at https://account.lessannoyingcrm.com/login
If you do not already have a Less Annoying CRM account, you can create one at https://account.lessannoyingcrm.com/signup
Once logged in, click on the settings icon in the bottom left menu and then click on "Programmer API" and then "Enable API".
Copy the "user code", we will need it later.
Then click on "Create a new API Key".
Next, click "Create Key"
Copy the API KEY you created, as it will be used in the next step.
Now log in to the integration page of your Chat Agents account. To do this, go to https://my.chatagents.com/ in your Chat Agents dashboard and go to "Integrations" which should open https://my.chatagents.com/integrations.
Search for Less Annoying CRM and enable the "Edit" button on the right hand side.
You will then see the Chat Agents - Less Annoying CRM Integration page.
Click on "Connect", which will open a popup modal where you need to paste the User Code and API Key you copied earlier.
That's it. If everything is correct and no error message is displayed, your Chat Agents and Less Annoying CRM are integrated.
Whenever our chat agents add new chat leads in our system, you will see it in our CRM and receive a notification via text, email and through our apps.
With this integration, you will also see the same lead details with associated notes and chat transcripts automatically and instantly added to your Less Annoying CRM account.
This saves you from manually re-entering all the chat lead details into your Less Annoying CRM account.
Lead details are added in your Chat Agents CRM.
Chat transcripts are also added in your Chat Agents CRM.
The same lead is also visible in your Less Annoying CRM account as a contact,
Along with the chat summary and chat transcript, both of which are added as notes to the contact in your Less Annoying CRM account.
If you have any questions or need help integrating Less Annoying CRM or other apps with your Chat Agents account, please contact us through the help section on your Chat Agents dashboard - we will be happy to do it for you, at no additional cost.