It’s about to get easier to communicate with your customers — for every step of the customer journey.
We’re excited to announce the Beta release of tawk.to Contacts, a feature-rich and easy-to-use CRM.
With tawk.to Contacts, you can manage all of your conversations and customer activity across multiple channels from the inside of your tawk.to Dashboard. And it’s 100% free!
✔ Add and manage contacts
✔ View conversations, customer interactions and points of contact
✔ Add and review notes
✔ Create and manage tickets
✔ Create and sort contacts with custom filters
✔ Group contacts into Segments
What is a CRM?
CRM stands for Customer Relationship Management. CRM software helps you keep track of all of your contact information, notes, and conversations with customers. With all of your data and insights in one place, team members can spend more of their time where it matters most.
A good CRM helps you turn visitors into leads, leads into customers, and customers into your biggest fans.
What’s inside Contacts?
Each property you set up in tawk.to will have its own list of contacts.
Open the Contacts panel in your tawk.to Dashboard to view a comprehensive list of anyone who has engaged with you and shared their details.
Selecting a contact opens a new window. You’ll have access to contact details, social media profiles, a profile shot, company information, and your entire conversation history.
See what’s relevant
With custom filters, you see the information that matters.
In the Contacts view, sort entries by ascending and descending alphabetical order, date, and numerical value. Customize the data in each column — you can choose from among 48 fields.
In Organizations, add a business and view all of your contacts for each.
In Segments, use custom filters to group customers, glean customer insights, qualify leads and prioritize outreach.
Separate hot from cold. Wash, rinse, repeat.
Want to know who’s most engaged? Segments help you separate the hot leads from the cold.
For example, you can group contacts by the number of page views. See the top 100 visitors who spent the most time on your site. Or arrange your contacts by the number of live chats in the widget.
You can segment your contacts by any of 34 attributes including the following:
- Contact and related organization information
- Social profiles
- Times and dates of activity (on a website, in the chat or in the CRM)
- Level of active engagement on your site
- Hosting and system information
View the whole customer journey
With all your customer data in view, team members can offer relevant assistance at every step of the customer journey. No more starting the conversation from scratch — again.
Select a contact’s name to access a complete history of your conversations and interactions. All your chats, notes, and ticketing emails will appear in chronological order.
Empower your team
It’s easy to collaborate when team members share access to customer data. See past chats, notes, on-site activity, support tickets, contact information and more in a timeline format.
In each customer profile, there are a few icons yet to be activated. These features are on our roadmap and our developers are working now to build them out to completion.
Messaging — asynchronous Messaging lets you continue the conversation at any time. Out of time? Lost a connection? The conversation will be waiting and available to pick up where you left off.
Direct Phone Calls — with tawk.to Voice, you can make calls directly from the dashboard to any mobile or landline phone.
SMS — choose a dedicated number in your region. Then send and receive SMS messages to a single contact, an organization, or an entire segment.
Calendar — set appointments directly from your widget or from the Calendar app and manage them in the dashboard under each contact.
You are invited …
Receive early access to Contacts as part of a select group of beta testers! Register for early access to provide input and feedback on what we’ve built thus far.
To register to test the beta release of Contacts, click the button below.