Customer Relationship Management
A scalable way to manage your
From integrating your favourite ads running social platform, to automatically assigning leads to your agents, to keeping track of leads progress, ChatMamba CRM has all it takes to help your team success.
Manage your team together, separately
Built with privacy in mind, ChatMamba CRM allows you to assign leads to different agents and track their progress all in one place, while the agents can only see what's being assigned to them.
You can even assign the same lead to multiple agents, while keeping the updates private to each other, but visible to you.
Try for freeNever get lost in your data again
Over time, your customer base grows into thousands of people, and it can be hard to manage.
ChatMamba CRM provides a powerful search engine that can help you to filter and find your customers in the matter of seconds, regardless of how large your customer base gets.
Search
Search for the customer named John
Filter assignee
Show only leads that are assigned to Mary
Filter lead status
Show only leads with Status of Made Appointment
Sort
Sort the result in descending order of Appointment Date
john
Customer | Assigned To | Status | Appt. Date |
---|---|---|---|
Magdalena Fleury magdalena.fleury@example.com | Mary | Made Appoinment | 15/03/22 |
John Murphy john.murphy@example.com | Carmen | Follow Up | 13/03/22 |
Adrian Williams adrian.williams@example.com | Mary | Follow Up | 10/03/22 |
Finn Harris finn.harris@example.com | Mary | Not Interested | 12/03/22 |
Elana John elana.john@example.com | William | Made Appoinment | 11/03/22 |
Jackie Ramirez jackie.ramirez@example.com | Mary | Not Interested | 09/03/22 |
Hussain Johnson hussain.johnson@example.com | Mary | Made Appoinment | 06/03/22 |
Abdul Huck abdul.huck@example.com | Mary | Follow Up | 08/03/22 |
Adam Madsen adam.madsen@example.com | Ella | Made Appoinment | 14/03/22 |
Florian John florian.john@example.com | Mary | Not Interested | 07/03/22 |
Frankie Fowler frankie.fowler@example.com | Mary | Not Interested | 07/03/22 |
Matteo Sanchez matteo.sanchez@example.com | Mary | Follow Up | 07/03/22 |
Antonin Barbier antonin.barbier@example.com | Mary | Made Appoinment | 07/03/22 |
Abigail Singh abigail.singh@example.com | Mary | Made Appoinment | 07/03/22 |
Johnny Conradi johnny.conradi@example.com | Mary | Made Appoinment | 20/03/22 |
Freya Kumar freya.kumar@example.com | Mary | Made Appoinment | 07/03/22 |
Alberte Christiansen alberte.christiansen@example.com | Mary | Made Appoinment | 20/03/22 |
Nella Kivi nella.kivi@example.com | Mary | Made Appoinment | 07/03/22 |
Melike Kunter melike.kunter@example.com | Mary | Made Appoinment | 18/03/22 |
Johnison Lambert johnison.lambert@example.com | Mary | Made Appoinment | 15/03/22 |
Integrate with your existing tools seamlessly
Connect with your lead generating tools, email marketing tools, or calendars, in a few clicks and complete the sales pipeline.
Didn't see the apps that you are using? Worry not! More exciting integrations are already under development, and will make their ways to the list very soon.
Record and analyse your team sales
Gain insight into your team sales through interactive dashboard and make data driven decision on your team strategy.
You can break down sales data of your team member by the project/product he sells, or by the role he involves in each case. This way, you can understand the strong and weak point of your member.
Need to know the top performer in your team? You can easily rank your agent by different categories, including total sales, project, and role.
Total sales
Total case closed
Avg. lead time
Move even faster with Add Ons
The way your team works is unique - so is ChatMamba. With powerful no-code Automations and Power Ups, the possibilities are endless.
Try for freeNo-code Automation
Let the robots do the work. Reduce the number of tedious tasks like notifying your leader of made apppointments, setting reminders to follow up customers and focus on your sales.
When lead Status is changed to Made Appointment, notify Susan.
When a lead is assigned to me by Adam, add Hot Lead tag to the lead.
Every 7 days, Archive all leads with Status of Fake Lead.
Power-Ups
Custom made solutions for scenarios that are too complex to be handled by Automations. If you have such scenarios, talk to our support team.
Summary
Leads Distribution gives you the power to distributes leads among a group of agents. Some of the use cases are:
- You are running an ads for a project that is only familiar among a few agents
- You want to reward some agents by giving them more leads than others
- You have too many agents, and it's difficult to balance the leads you distribute to everyone
To do that, you only need to create a distribution, then point your running ads to this group, and you won't have to worry about who should the new leads be assigned to.
Distribution Groups
Queens St. Project
Austin RossNext Receiver
austin@example.com
Liam Morris
liam@example.com
Fletcher Miller
fletcher@example.com
Elizabeth Park New Condo
Benjamin Green
benjamin@example.com
Harriet Bell
harriet@example.com
Felix WilliamsNext Receiver
felix@example.com
Always on the go
Get the best experience, no matter what your screen size are! With powerful commands from our Telegram bot, you can access just about any data you need even you are on your phone.
Ready to get started? Get in touch or create an account.
Access a complete CRM platform with simple per-seat pricing, or contact us to design a package specifically for your team.