FreshChat is an all-in-one messaging software for all your sales, marketing and support needs. A leap from legacy live-chat systems, FreshChat helps teams and businesses focus on a continuous and context-driven messaging experience on the website, in-product, mobile and even social apps like Messenger. It saves all the conversion details in SuiteCRM.
Highlevel Overview
Created by Verity Infotech, the FreshChat add-on is modern messaging software built for teams who want to ace customer conversations—marketing, sales, or support. Proactively engage with visitors who are dropping off or are closer to making a purchase. Allow the bot to then kick in, qualify leads and auto-upload them into your SuiteCRM.
Key Features
- Leads automatically created in SuiteCRM when new site visitors arrive
- Engage leads before they exit your site and qualify leads with bots
- Sync all the conversions in SuiteCRM
- Never miss out on new customers
Below are just a few ways new leads are automatically created in SuiteCRM from the FreshChat Portal.
When you use FreshChat with your website and a customer asks a question in the chat.
When your site visitors ask questions and you help them from the FreshChat Portal.
FreshChat automatically syncs all the conversion and visitor details with SuiteCRM.
To learn more about this solution, go to FreshChat Integration, or search for "chat."
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Approval Process
Often in business, you require multiple levels of approval from decision-makers for certain records and requests. It becomes tedious to filter the records and send them for approval manually. The Approval Process add-on for SuiteCRM simplifies this task by automating the entire approval process.
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Target List Wizard
A better way to manage and maintain your Target Lists. Target List Wizard allows you to keep lists up to date automatically using reports or workflows or manually from each of your records using the Target List subpanel. Also includes the ability to mass remove and also search for records that belon...
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E-signature Field
Electronic signatures provide a binding way to authenticate a document. We have simplified this in SuiteCRM with an easy-to-use electronic signature capture and embed tool. You can use the E-Signature Field add-on in any default module of SuiteCRM.
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