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Live chat to help you generate leads & improve the customer experience

Credema integrates with multiple Live Chat services, so you have all of your integrations in one place.

Why live chat?

The goal of Credema’s live chat integration is to save you time while effectively collecting relevant information. When combined with our ticketing system, you will have a complete picture of your contacts’ interaction with you.

What do we collect?

We will automatically store the chat conversation, name, email, and phone number (if provided) in the CRM. This ensures a complete integration with the rest of the information you collect in your CRM.

Contact research

Every Credema account now comes with automatic contact research on public-facing forms, providing you with instant data in your CRM about your contacts. This research includes social media information, photos, interests, and more. We are the only CRM software that automatically validates incoming email addresses and conducts this research as part of our complete solution for you. Research and validation is available for free with our signup/lead capture forms, tickets, and chat.

Olark Live Chat

Credema integrates with Olark

Credema’s integration with Olark allows you to install a live chat system on your website, which synchronizes directly with your CRM.

Benefits of using Olark:
  • Improve the customer experience by offering an easy online way to connect with leads and customers
  • Keep a record of all conversations
  • Trigger automation and CRM workflows for people who can follow up with the conversation accordingly
  • Incorporate chats into lead scoring and predictive analytics.

You can see a visual representation of the number of chats that have been automatically linked to your CRM using GreenRope’s reporting tools. Simply click on the chart to pull up chat details for each contact.