Streamline your data management process with the LiveAgent + CapsuleCRM integration

Live Agent is a robust Helpdesk and live chat software, rated as the best helpdesk platform for Small and medium-sized businesses in 2017. It allows you to manage and track all communications with your customers and leads, including emails, which are automatically converted into tickets for better management, phone calls and video calls. So you can easily receive and send emails (including mass emails) from the same place. The real-time chat widget can be easily configured in order to send automatic custom invitations, based on customers’ behaviors or website url (useful for pricing pages).

All the communications between your staff and customers are recorded as “tickets”. A ticket includes emails, live chats, phone calls and other channel communications, including social media. Live Agent in fact, provides a stunning feature which allows you to help and support your customers across Facebook and Twitter. Furthermore, Facebook private messages and tweets are automatically converted into tickets, so you can easily answer them from LiveAgent and have your fans and followers under control. All your replies will be sent as tweets or private messages.

Tickets are accessible from the “Universal Inbox”, a single place where you can find all the communications. Through the “Automated Tickets Distribution” feature, you make sure that each ticket is assigned to the correct agent or department. Live Agent’s reporting system provides detailed insights and data about your agents/departments performances, rating and analytics. Live Agent integrates with several CRMs, CMS, Email Marketing software and Project Management tools.

Capsule is an online CRM that allows you to store and manage all your business contacts leads, customers, vendors and more, in just one place.

Thanks to this tool, businesses can have a complete overview of their business to take the right decisions in terms of marketing and growth. Easy interface Capsule CRM allows you to create and manage lists of contacts very easily. Its user-friendly interface is simple and intuitive. Manage contacts Through Capsule you can add, share and categorize your new business contacts using tags.

Team’s management Capsule CRM allows business owners and managers to create new tasks and share with co-workers. Thanks to this feature, your team’s member will be more productive and focused on their job. Track your sales pipeline One of the most important characteristics of Capsule is the ability to track where each opportunity is at. You can do this by using a segmentation method based on milestones, such as prospect > meeting > proposal > won etc.