What is Live Chat?
Live Chat serves two purposes: internal team communication and external customer engagement. Team members message each other directly within the CRM, keeping discussions attached to leads. Website enquiries can be instantly converted into CRM leads with the full conversation attached.
How It Works
Team Messaging
Send messages to any team member directly inside the CRM.
Lead Discussions
Discuss a specific lead with colleagues from inside the lead profile.
Customer Chats
Website visitors can chat with your team and conversations are auto-logged.
Convert to Lead
One click converts any chat enquiry into a full CRM lead.
Key Benefits
Real-Time Communication
Instant messaging keeps everyone aligned without leaving the CRM.
Unread Message Badges
Topbar shows unread counts so nothing goes unseen.
Chat History
All conversations are stored permanently.
Auto Lead Creation
Website enquiries convert to CRM leads automatically.
Team Inbox
Incoming messages visible to assigned team members.
Who Uses This?
Discuss lead strategy and coordinate follow-ups without switching to WhatsApp.
Get real-time updates and coach salespeople by reviewing conversations.
Handle website enquiries and instantly create support leads.
Ready to Use Live Chat?
See how Live Chat works in a live demo. Book a free 30-minute session with our team.