
CRM Chat
A better way to use CRM




About | Details |
---|---|
Name: | CRM Chat |
Submited By: | Enrico Wiza |
Release Date | 1 year ago |
Website | Visit Website |
Category | Sales Bots CRM |
Manage your CRM via voice and chat: 🏃♀️ Update your CRM on the go 🤖 Access your data instantly—just ask the bot 👷♀️ Configure your CRM using plain language Integrated with Pipedrive, HubSpot and Salesforce Works on WhatsApp, Telegram, SMS, Web, and iOS
Wow, this looks interesting! Congrats on the launch and thanks for the good demo! I have a few questions on the functionality 1. Is there a way to undo a mistakenly given or misinterpreted command? 2. Can the bot process call recordings, transcribe, and make summaries? That would be a killer feature 🙃
10 months ago
Sales people hate wrestling with their CRMs! No one likes a chore of typing in the notes, so your client interaction data is never fresh. This product is brilliant! It makes updating the CRM and pulling data insights easy and intuitive. With CRM Chat your sales people are free to focus on what they do best -- selling. If your organization uses a CRM, you salespeople should try CRM Chat.
10 months ago
This is very cool! I think I'd update my CRM more often if it was this easy - especially like the voice feature. Any way to integrate this with CapsuleCRM?
11 months ago
Great job on launching the CRM Chat! What makes it stand out compared to other CRM solutions? What drove you to focus on voice and chat? I'm curious to know more about the features and integrations.
1 year ago
Hey Makers, This is our 4th launch and the most important one yet. It took us two years and two pivots to find the product-market fit. We're happy to share our product with you, and your support means everything to us! Our CRM Chat is a new and better way to use CRM! <b>Although CRM is crucial for revenue forecasting and maintaining client relationships, everyone on the team hates it:</b> <ul><li><b>•</b> Salespeople spend hours entering data.</li> <li><b>•</b> Leaders lack up-to-date sales data.</li> <li><b>•</b> Operations spend months configuring and customizing the system.</li></ul> CRM Chat updates your CRM, retrieves any sales data you need, and reconfigures your CRM based on your instructions. <b>Updates your CRM:</b> Just text or send a voice message to the bot with any update, and it will handle it for you. <b>Looks up sales data for you:</b> Ask the bot questions like who closed the most deals, how many calls you made last week, or your overdue tasks. <b>Builds the perfect sales process for your team:</b> Instead of spending months setting up a CRM, simply send your sales process in your own words to the bot, and it will follow it. <b>Guides you at every step:</b> The bot reminds you and your team what's next and what information is missing. We've taught the bot to understand deep context. Kudos to the LangChain community. CRM Chat is integrated with <b>Pipedrive</b>, <b>HubSpot</b>, and <b>Salesforce</b>. You can access the bot via the <b>web interface</b> on our website and through <b>WhatsApp</b>, <b>Telegram</b>, <b>SMS</b>, and our <b>iOS app</b>. The Product Hunt launch is a great moment to reflect on what we've accomplished and on all the lessons we've learned. In this <a href="https://www.linkedin.com/pulse/two-years-pivots-13-painful-lessons-learned-george-levin-irq5c/" target="_blank" rel="nofollow noopener noreferrer">article</a>, I've compiled 13 mistakes we made in the last two years. I've tried to make it as helpful as possible. Join our <a href="https://discord.gg/dmvjVj4xFD" target="_blank" rel="nofollow noopener noreferrer">Discord community</a>! I appreciate your support! It means the world to us ❤️
1 year ago
Hey, I can't wait to use it cause experience teaches that typing in data by hand and generally keeping a crm up to date gets more n more sloppy over time. Typically human. ;) Being able to command n update etc. it via voice messages in virtually all respects will be a gamechanger, I'm convinced. Will save a lot of time n effort especially for a team spread out globally! I read in the comments that it is multilingual, which is massive for a multi-ethnic team. Are there any limitations to this we should be aware of? Also thumbs up security wise!
1 year ago
This is super cool! I can't wait to test! Quick question, does it recognize existing accounts? Why type if entry does it need to recognize the correct opportunity?
1 year ago