Easily Manage Your Chat Prospects With The CapsuleCRM Integration
The integration between Userlike and CapsuleCRM is now live! From now on you can easily follow up on your chat interactions by pushing your chat contacts to CapsuleCRM.
CapsuleCRM is a tool that gives you full control over your business relations, whether it concerns prospective or existing clients. With CapsuleCRM you are able to capture and organize all the information related to your customers, you can track communications from anyone within your organization, manage and allocate tasks, monitor your sales pipeline, and deal with customer inquiries directly from the source through a ticketing system.
Firm control over your organizational information is a must, but finding the right integrated systems to fit your needs is not always easy. It was with this in mind that we developed the Userlike Capsule integration. From now on, the only thing you need to do to transfer your chat transcript from Userlike to Capsule is use the $capsulecrm command during the chat. You can also push offline messages and chat transcripts to your CRM system by clicking on the button “Create CapsuleCRM Case”.
Take a look at our tutorial for more information on how to set up the CapsuleCRM - Userlike integration.