Turn Every Chat Into a Customer Relationship
Automatically convert chat visitors into contacts and manage them through custom pipeline stages. Visual Kanban board gives you full visibility into your sales funnel.
Drag and drop contacts between stages to track your sales pipeline
Complete CRM Built for Live Chat
Everything you need to manage customer relationships, starting from the first chat.
Visual Kanban Board
See all your contacts organized by pipeline stage. Drag and drop to move contacts through your sales process. Get instant visibility into your funnel.
- Drag-and-drop interface
- Custom stage colors
- Contact count per stage
- Click to view details
Automatic Contact Creation
When a visitor identifies themselves with an email, a contact is automatically created. No manual data entry. Every chat interaction is linked.
- Auto-create from visitor email
- Merge anonymous visitors
- Link multiple sessions
- Preserve chat history
Custom Pipeline Stages
Create stages that match your sales process. Name them, color them, reorder them. Your CRM adapts to how you work, not the other way around.
- Create unlimited stages
- 8 color options
- Drag to reorder stages
- Delete without losing data
Full Conversation History
Every contact shows their complete chat history across all sessions. See what they asked, when they asked it, and how your team responded.
- All conversations in one place
- Session timestamps
- Jump to conversation
- Cross-app history
Tags & Custom Fields
Add tags to organize contacts by product interest, priority, or any criteria. Store custom metadata for each contact to personalize your approach.
- Unlimited tags
- Custom metadata fields
- Notes per contact
- Search by tag
Search & Filter
Find any contact instantly. Search by name, email, or company. Filter your contact list to focus on what matters right now.
- Full-text search
- Filter by stage
- Sort by activity
- Recent contacts view
Complete Contact Profiles
Every contact has a rich profile showing their activity, conversation history, and custom information. Know exactly who you're talking to before you respond.
- Activity stats Sessions, chats, last seen timestamps
- Contact information Name, email, phone, company
- Recent conversations Quick access to chat history
- Custom notes Add context for your team
David Kim
Enterprise LtdCRM That Works With Your Chat
Your CRM and live chat are fully connected. Every interaction updates your pipeline automatically.
Visitor Chats
Visitor starts a conversation on your website
Contact Created
Email triggers automatic contact creation
Pipeline Stage
Move contacts through your sales process
Customer Won
Complete history preserved forever
Start Building Customer Relationships Today
Every chat is an opportunity. Turn visitors into contacts and contacts into customers with Hal's built-in CRM.
Start Free - CRM Included