Tagintake

How To Integrate amoCRM Lead Intake Forms With Chat Agents.

amoCRM – what is it? amoCRM is a messaging-based CRM. With multi-channel communication, you can communicate via messenger, emails, and calls from a single app. Sales managers love amoCRM for its in-depth analytics, reporting, and automation features. Lead generation is easy with amoCRM’s user-friendly integrations and web forms. All events are stored in the lead card, including call...

How To Integrate Salesmate Lead Intake Forms with Chat Agents.

Salesmate – what is it? Salesmate is a CRM solution that provides the industry’s best integrated call and text capability in over 90+ countries. It includes powerful features like call recording, call masking, voicemail drop, power dialer and call transfers for your entire business. You can connect all your emails in one place, assign them to the right people, respond to customer...

How To Integrate HubSpot Intake Forms with Chat Agents.

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 like outbound and inbound marketing, sales automation, sales pipeline management, customer...

How Does Chat Agents And Lawcus Intakes Work

Lawcus – what is it? Lawcus is a legal practice management solution that can be used by legal teams of any size. It is designed to streamline workflows and make outdated processes obsolete. With this solution, legal teams can access CRM capabilities, advanced reporting, document management, client intake, trust accounting, and more. Additional features include color-coded time tracking...

How To Integrate PracticePanther With Chat Agents.

PracticePanther – what is it? PracticePanther is a management solution for small to large law firms and practicing attorneys. Key features include case management, contact management, document management, calendar and docketing, time tracking, billing and invoicing, trust accounting, CRM and payment processing. The solution provides users with access to task and event workflows, credit card...

How To Integrate Lawmatics With Chat Agents.

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...

How To Integrate Dubsado With Chat Agents.

Dubsado – what is it? Dubsado is an all-in-one business management tool that lets you send contracts and invoices, do project management, create questionnaires and other forms, manage your accounting, track your time, send and receive emails and so and much more, all from one place. How to get started with Dubsado & Chatagents.com.   Among the various features Dubsado offers, ChatAgents...