CRM | MonoChat

CRM

The CRM section in MonoChat is your central hub for managing and understanding your customer relationships. This area provides detailed information about each customer, including contact details and current status. The CRM section also supports efficient data organization and analysis, helping you gain insights into customer behavior and streamline your sales and support processes. Tailor this section to suit your team's specific needs, enhancing your workflow and strengthening customer relationships.

📄️ Overview

The CRM module provides an overview of your customer contacts, allowing you to filter, search, and manage them efficiently. You can view contact details, export customer data, add new customers individually or via bulk import, and perform actions like bulk messaging within a centralized interface designed to streamline customer management.

📄️ Profile Field Management

MonoChat's CRM module allows businesses to define and manage profile fields for storing customer information. These fields can be used in Flows and Functions to execute business logic. Here's a detailed guide on how to use the Profile Field Management feature in MonoChat.

📄️ Language Settings

MonoChat allows businesses to manage the languages used for customer communication. This includes setting default languages and enabling automatic translation for seamless interaction with customers worldwide. Here’s a detailed guide on how to use the Language Settings feature in MonoChat.