Pipedrive – what is it? Pipedrive is a web-based Sales CRM and management solution that enables businesses to plan their sales activities and monitor deals. Pipedrive is built on an activity-based sales methodology and streamlines every action involved in turning a potential deal into a successful sale. The solution also integrates with various leading CRM tools to transfer contact details...
ScheduleOnce- what is it? ScheduleOnce is an online appointment scheduler that allows your prospects and customers to make appointments via booking pages placed on your website. It can send automatic calendar invites and secure video links for Zoom, Microsoft Teams, Webex, Google Meet and others. It can also assign meetings to team members and distribute meetings evenly across your team. How to...
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...
Zendesk Sell – what is it? Zendesk Sell is a sales CRM software tool that enhances productivity, processes, and pipeline visibility for sales teams. Eliminate friction and sell more. When you invest in the right software for your salespeople, they can focus on what matters—winning over more customers and closing deals. Sell is the sales sidekick that keeps track of your conversations...
Lawmatics – what is it? Lawmatics is client relationship management (CRM) software that automates every angle of lead management by giving law firms the ability to create “triggers” to build and link tasks and events, and chains of tasks and events. With Lawmatics, attorneys can manage the entire process right up to lead conversion, with minimal active intervention. How to get...
GlossGenius – what is it? GlossGenius is an all-in-one booking, payment and marketing solution for teams and solopreneurs in the US. GlossGenius is the simplest and most intuitive platform for hairdressers and studios. It is easy to use for businesses and clients alike. How to get started with GlossGenius & Chatagents.com. If you do not already have a GlossGenius account, sign up at or...
Agile CRM Online Appointment Scheduling – what is it? Agile CRM, a subscription-based SaaS product lets users publish real-time calendars to their websites. The tool allows web visitors to select available appointments and time slots, specify their time zones and choose the appropriate length of appointment. Visitors also add contact information and relevant notes. The tool then transfers...
Appointy – what is it? Appointy is a cloud-based scheduling solution that helps professionals and businesses manage their scheduling activities and routines. The solution can be tailored to businesses in a variety of industries including health and wellness, education, medical, professional services, and more. Appointy provides users with website widgets to help them accept appointments...
Squarespace Scheduling (formerly Acuity) – what is it? Squarespace Scheduling is your online assistant that works around the clock to fill your schedule. Never ask “What time works for you?” again. Squarespace Scheduling is a cloud-based scheduling software that allows business owners to manage their schedules online. Acuity Scheduling allows users to automate appointment...
What is Zapier? Zapier is an easy-to-use workflow automation tool that lets you connect the web apps you use every day. You can route data through them and automate repetitive tasks without coding or relying on developers. Connect Chat Agents to hundreds of other apps with Zapier. With Zapier integration from Chat Agent, you can share all your Chat Agent lead data in real time with more than...