Your whole customer on one screen, in one card
The Chatinbox CRM brings the sales pipeline, customer cards, tagging and segmentation onto one screen. You see where each customer stands, leave the follow-up to the system and lose no opportunity in between. We handle the initial setup for you.
The Chatinbox CRM puts the pipeline, customer cards, tagging and segmentation on one screen. You see which stage each customer is at and leave the follow-up to the system. We do the initial setup.
29%
Average sales growth seen in companies that use a CRM (Salesforce, 2023)
47%
Rise in customer retention rate (HubSpot, 2023)
Sales pipeline
3 open opportunities
Keep your sales pipeline in plain sight
In the visual pipeline, one glance shows which stage each opportunity is waiting at. Drag the card to the next step and watch your conversion rate change live.
You set up the stages to match your own sales flow. As you move a card, the estimated revenue and closing date fields update on their own.
- Change stage by dragging the card
- Stages built around your own flow
- Track estimated revenue and conversion rate
A customer's whole story sits in one card
Contact details, notes, tags and every past conversation build up in a single profile card. Anyone on the team opens it and sees at once when and how the customer was last contacted.
With the WhatsApp Business API connection, the message history lands in the same card by itself. Before you start a conversation, the whole history is already in front of you.
- The whole customer view in one card
- Leave notes and comments in a moment
- Attach files and documents to the card
Ahmet Yilmaz
ahmet@company.com
Automatic segmentation
Sorted into 6 groups automatically
The right message reaches the right person by itself
Based on the rules you set, the system tags customers and sorts them into groups on its own. Every message reaches exactly the audience it should, with no extra effort from you.
Segments run live. When a customer's status changes, the tag refreshes at that moment. That gives you a ready base for targeted campaigns and personal communication.
- Rule-based automatic tagging
- Customer groups that update themselves
- Colour-coded tag layout
No follow-up slips your mind
Open a task for any customer, pick a day and time and set a reminder. When the alert comes in and you open the card, every detail of the previous conversation is already there.
Add custom fields for your own business and go beyond the limits of ready-made CRM templates. Details specific to your industry live on the same card.
- Assign tasks and track their status
- Reminders tied to a day and time
- Timeline of customer interactions
- Add custom fields for your business
Tasks and timeline
Send quote
Today, 14:00
Give demo presentation
Yesterday, 10:30
First contact made
2 days ago
Take firm control of your customer relationships today
See the Chatinbox CRM for yourself in a live demo. Keep the pipeline in hand and leave follow-up and tagging to the system. We complete the setup for you.
How to do it
Step-by-step guides from the help center for this feature:
