CRM & Lead Management
Track conversations and manage relationships with built-in customer management tools.
Convert chat conversations into actionable leads and manage customer relationships without switching tools.
The problem with disconnected tools
Most companies have their chat in one place and customer management in another. This leads to:
- Lost information between systems
- Manual data entry and double work
- Incomplete customer records
- Slower follow-ups with potential customers
Our solution: Built-in CRM
Chatisto includes a simple yet powerful CRM that's directly connected to your chat:
- Automatic lead capture - Turn chat conversations into customer profiles
- Conversation history - Keep complete records of all customer interactions
- Task management - Assign follow-ups and track them to completion
- Notes and tags - Organize your contacts with custom categorization
- Deal tracking - Track potential deals from initial contact to closing
How it works
- Capture - When a visitor starts a chat, basic information is collected
- Enrich - Add additional information during the conversation
- Assign - Route leads to the appropriate team member
- Follow up - Use built-in tools to manage the relationship
- Close - Track deals through your pipeline to completion
Keep it simple
No need for complex, overwhelming CRM features you'll never use. We focus on what matters:
- Who are your leads?
- What have they asked about?
- What needs to be done next?
- Who's responsible for following up?
The result is a straightforward system that helps you convert more visitors into customers without the complexity of traditional CRM platforms.