Streamline your data management process with the LiveAgent + Daylite 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.

Daylite is a CRM designed for small and medium businesses who want to better manage their contacts, leads and clients. Daylite is used by companies and professionals to organize all their notes, e-mails, sales opportunities, projects, calendars, activities and contacts, in just one platform. In addition, you can connect people to keep track of relationships, project emails, call notes and people to appointments. This simplifies the search and saves you time.

Daylite improves your productivity. You can keep all your customers' information in a centralized location, including calls, notes, e-mails, meetings, sales opportunities, and related projects. At the same time, all information on the project can be stored at one place, including the people involved, the activities to which they are assigned and the correspondence such as e-mails and phone calls.

You can access your information anywhere with your PC, Mac, iPad and iPhone. In addition, you can have offline access and when you restore your Internet connection, Daylite automatically synchronizes and update's devices and information about the system.