CRM

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.

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.

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’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.

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.