Tagautomation

How Chat Agents Integrates With Capsule CRM – Natively

Capsule CRM – what is it? Capsule from Zestia is a cloud-based CRM application that helps small and medium-sized businesses keep track of the people and organizations they do business with, as well as their interactions and sales pipeline opportunities. Capsule also offers a ticket management module that allows employees to handle support requests from customers. Tasks and notifications...

How Chat Agents Integrates With Insightly – Natively

Insightly – what is it? Insightly is a SaaS-based CRM solution targeted at growing mid-market companies. More than 1.5 million users worldwide use Insightly to securely manage all their customer data in one place, build customer relationships, accelerate sales, and deliver projects on time, every time. Insightly offers Gmail and Outlook plugins, as well as tools that make it easy to...

How Chat Agents Integrates With Salesforce – Natively

Salesforce – what is it? Salesforce is the world’s number one Customer Relationship Management (CRM) platform, used by more than 150,000 companies worldwide. It is a fully cloud-based system with standalone applications for sales, customer service and marketing in the comprehensive Salesforce product range. Salesforce is used by small and large businesses looking for an easy and...

How Chat Agents Integrates With OnePageCRM – Natively

OnePageCRM – what is it? OnePageCRM is the #1 action-oriented sales CRM that helps small and mid-sized businesses stay in control of their sales. Focus on what needs to be done next, track every lead, keep the team on the same page, and close more deals, one sales action at a time. Save time and automate your management and data entry. Generate leads with one click from anywhere on the web...

How Chat Agents Integrates With Vtiger CRM – Natively

Vtiger CRM – what is it? Vtiger CRM provides a single, unified CRM for sales, customer support and marketing teams. Vtiger CRM can be deployed across the entire customer lifecycle, enabling marketing teams to capture and nurture leads, sales teams to evaluate, track and close resulting deals, and support teams to access complete customer history and provide support. Key features include web...

How Chat Agents Integrates With Lawcus – Natively

Lawcus – what is it? Lawcus is smart and simple law firm management software. Lawcus enables lawyers to automate consistent processes to get more done with transparency and less effort. With Lawcus, attorneys can visualize their matters with Kanban boards, drag and drop them, add tasks, appointments, time, expenses, client receipts and documents to a digital file in the cloud so they can...

How Chat Agents Integrates With Salesmate – Natively

Salesmate  – what is it? Salesmate is a leading CRM solution for small to large businesses. Salesmate helps sales teams close deals faster by prioritising the most important deals and actions for your sales team. Salesmate is a truly intelligent sales CRM that helps salespeople be more productive, increase revenue, and engage deeply with their customers. Salesmate helps companies close more...

How Chat Agents Integrates With Zoho CRM – Natively

Zoho CRM – what is it? Zoho CRM is a cloud-based business management platform aimed at businesses of all sizes. It provides sales and marketing automation tools with help desk, analytics, and customer support capabilities. Zoho CRM helps users respond to customers across channels and in real time. Zia, Zoho CRM’s AI-powered sales assistant, can predict the right time to contact...

How Chat Agents Integrates With Hubspot CRM – Natively

HubSpot CRM – what is it? HubSpot CRM helps businesses of all sizes track and nurture leads and analyze business metrics. HubSpot is suitable for any B2B or B2C business in a variety of segments, including accounting, marketing, sales, construction, retail, real estate, and more. It offers features such as outbound and inbound marketing, sales automation, sales pipeline management, customer...

How Chat Agents Integrates With Clio Manage – Natively

Clio Manage- what is it? Clio is a cloud-based law firm management solution suitable for small to large law firms. The platform enables law firms and other legal industry businesses to track important deadlines, manage client cases and documents, bill and receive payments. The Clio dashboard displays target billable hours and tracks performance based on those measures. Clio Payments allows...