CRM
In Chatboq, the CRM (Customer Relationship Management) feature is designed to bring all your customer information into one place so your team can respond faster, personalize conversations, and identify opportunities for growth. What CRM Does in Chatboq: Stores Complete Customer Profiles, Adds Custom Attributes, Smart Segmentation and Filters, Customer Notes for Teams, Tracks the Entire Customer Journey, Integrates with Chatboq Conversations.
Build deeper connections through rich insights
Complete Customer Profiles
View contact details, chat history, and account information in a single, organized profile.
Lifecycle Tracking
Follow the entire customer journey from first contact to renewal and take action at the right time.
Trusted by teams across industries
See Everything About Your Customers In One Place
Chatboq’s CRM gives your team a complete picture of every customer, making it easier to respond quickly, understand their needs, and create more personal connections.
One Profile for All Details
Store contact information, chat history, and past interactions together so nothing gets lost.
Quick Insights from All Departments
Bring in data from sales, support, and marketing to understand each customer’s journey in seconds.
The Right Information at the Right Time
Give your team instant access to the details they need while chatting, so every conversation feels relevant and helpful.
Works Seamlessly with Chatboq Live Chat
Your agents can view customer details directly inside the chat window, making every interaction faster and smarter.
Why Teams Rely On Chatboq's CRM Every Day
Chatboq keeps all your customer information accurate, organized, and easy to access so your team can deliver faster and more personal support.
Always Up-to-Date Information
Every customer detail is synced and accessible across your business, ensuring your team works with the latest information.
Everything in One Place
View contact info, chat history, and account details from a single dashboard for quick, informed responses.
Understand Every Step of the Journey
See sign-ups, upgrades, and key milestones so you can anticipate customer needs before they reach out.
Build Stronger Relationships
Deliver timely, personalized help through Chatboq’s smart live chat tools, making every interaction more meaningful.
Unify Customer Information Accross Your Business
Chatboq’s CRM stores every important customer detail in a single, easy-to-use profile so your team can work faster and serve customers better.
Instant Access to Key Details
Record and view contact information, chat history, and account activity so agents have the full picture before they respond.
Complete Customer Profiles
See everything in one organized profile, from first contact to the latest interaction.
Send the Right Message at the Right Time
Use smart filters to group customers and send targeted follow-ups that match their needs.
Follow Every Step of the Journey
Track sign-ups, upgrades, renewals, and churn risks in a simple timeline so you know when to take action.
Chatboq CRM That Helps Your Team Move Faster
Chatboq’s CRM is designed to keep your customer information organized and make teamwork easier, from the very first day you use it.
Customize Your CRM from Day One
Capture the details that matter most with unlimited custom fields, making Chatboq’s CRM work perfectly for your projects.
Target the Right Customers
Use profiles, notes, and smart filters to reach the right people with the right message at the right time.
Track Every Step of the Customer Journey
Monitor lifecycle stages and view a clear activity timeline so you always know a customer’s status and history.
Scale without Limits
Manage more chats and store more customer data with higher storage capacity, so your CRM grows with your business.
How Chatboq CRM Helps Your Business
Chatboq’s CRM gives your team the customer information they need at the right moment, making every conversation faster, more personal, and more effective.
See Important Details Instantly
The moment a chat starts, your team can view key customer info for smooth, confident conversations.
Solve Problems Faster
Access to complete profiles and history helps reduce handle times, keeping customers happy and support efficient.
Spot Growth Opportunities
Use timelines to identify when to upsell, re-engage, or prevent churn before it happens.
Send the Right Message to the Right People
Turn chat data into targeted campaigns with smart filters that segment customers by their needs and behavior.
Frequently AskedQuestions
You can import any data that matters to your business, such as order values, number of purchases, subscription level, or even customer satisfaction scores. Session data automatically rolls up into the contact profile, so you have a holistic view.