A CRM built for small businesses, offering tools for both contact record management and marketing and sales automation.
DESCRIPTION integrates with ActiveCampaign to add post-call and/or post-chat information to your CRM. When you connect the two platforms, creates or updates leads in your ActiveCampaign account after every receptionist call or chat conversation. We will:

  • Create a new contact with name, email address, and phone number of the lead
  • Add call summary or chat transcript to the new contact
  • If the conversation was with an existing contact, we’ll search for them by email and add the transcript to the contact as a note.

It's just another way is making your small business more efficient by automating processes that otherwise would result in time-consuming copy-and-paste tasks.

" is our inbound sales team. Having a trained and personable voice has transformed our ability to answer the phone and convert callers to clients."
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Jeremy Treister
CMIT Solutions of Downtown Chicago

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