Use Microsoft Dynamics 365 CRM integration with ProProfs Chat to establish a centralized customer management system. Directly post chat transcripts to your CRM, access CRM contacts from your ProProfs Chat in real time and much more.
- Gather leads via live chat and expand your CRM marketing lists.
- Use chat transcripts as feedback and develop your business accordingly.
- Send chat transcripts as CRM tickets with one click.
- Add additional notes to chat transcripts to point out key notes to other teams.
- Use real-time feedback to analyze your sales progress.
- Access, edit or add your CRM contacts directly from live chat in real-time.
- Use pre chat form to capture leads.
- Post chat transcripts to your CRM while chatting with visitors.
- Add extra notes about your customer’s preferences to CRM using real-time visitor monitoring.
- Attach chat transcripts to tickets for a better analysis.