CRM Chat
Elevate Real-Time Collaboration & Client Engagement
Specifically designed for Nfinx CRM users, this module offers a seamless way to interact with staff colleagues and clients. Create group chats, engage directly with clients, and even transform client conversations into support tickets. The user-friendly interface is packed with features for an enriched user experience, from group controls to live search functionalities.
With Perfex CRM Chat, you’re not just enhancing communication; you’re building trust, fostering staff loyalty, and taking client interactions to the next level.
Enhanced Interactivity
Quick mentions for Projects, Invoices, etc., and message forwarding capabilities.
Client Support
Dedicated chat support in the clients’ area with user @mentions.
Rich Messaging Details
Message status indicators like Seen, Delivered, Sent at, and Seen at.
State Indicators
Online, Offline, Away, and Busy statuses.
Notification System
Live desktop push notifications and alerts for new and unread messages.
Comprehensive Chat Views
Full browser view, toggled view, and staff-specific permissions.
Tool For Every kind of Business
Chat full view Dark / Light Theme
Clients area chat support
Super simple and fast ticket conversion
Create Chat Announcements and Chat Groups
Shared photos and files History
Convert messages to ticket
Live search messages history
Permissions, Admin and Clients multiple Options
