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Engage With Website Visitors in Real Time

CRM with Web Chat

Let visitors chat with your team directly from your website through web chat so you can answer their questions and connect them with the right person. It’s a great way to keep visitors engaged with your brand and products and start building good rapport as early as possible.

Here’s how Nutshell helps you turn visitors into leads with its built-in chat feature.

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Providing Intuitive CRM Solutions Since 2009

How Can You Access Web Chat?

Web chat is available on our Engagement Foundation plan and above.

As part of Nutshell’s Engagement suite, Web chat is an integral part of your larger engagement strategy. The Engagement Pro plan gives you the option to add Nutshell SMS and expand your engagement efforts by allowing you to send text messages directly to prospects and customers. Nutshell Engagement is available with an active Nutshell Sales subscription.

Engage with visitors right from your website

Meeting website visitors where they are is crucial to giving them the best experience with your company. With Chat, website visitors can start conversations with your team from your customized chat widget––so you can give them the answers they need, connect them with the right person, and collect information about potential prospects.

Engage Website Visitors From Your CRM With Chat

Nutshell CRM Web Chat Customization Options

Customize the chat experience to your needs

From the colors and icon on your chat widget to the forms you offer visitors—craft a chat experience that encourages conversations and perfectly strengthens your brand.

Gather critical customer data and keep it organized

Whether your team is online or off, collect essential information about visitors so you can meet their needs or connect them with the team member who can. And because Chat is built into your CRM, every detail is automatically stored on the visitor’s contact record—so you can access contact information, preferences, and important notes whenever you need them.

Nutshell CRM Web Chat Data Collection and Organization

See Nutshell in action!

Try Nutshell free for 14 days or let us show you around before you dive in.

Nutshell CRM Web Chat Lead Assignment

Manage chat assignments and team availability

Admins choose how to assign incoming chats so they’re distributed evenly throughout your agents. With assignment options like round-robin, specific-user, and queue, you ensure that visitors are helped quickly when your agents are online.

Quickly create new leads from chats with visitors

Chatting with a visitor who seems like a good fit for your products or services? Add a new lead for them directly from the Chat thread so you can start sending them through your sales pipeline and win a new deal!

Nutshell CRM Web Chat Create New Leads From Website Visitors

#1 Next-Action CRM for Prospect Engagement

Nurture website visitors with engagement tools like web-based chat and seamlessly create leads in your CRM to close more deals

Build stronger prospect relationships through next-action-based selling with sales automation tools built for your perfect sales process. Leverage team guidance, reminders, and automated email drip sequences with a CRM designed to champion your next-action-based sales process and influence more wins.

Leverage web chat to keep visitors interested and engaged 

With Web chat, you can delight website visitors with a hassle-free way to interact with your team and get the answers they seek. It’s ideal for reducing visitor-to-prospect conversion friction, establishing greater brand recognition, and encouraging positive brand experiences.

Interested to know how Web chat works? Read our Web chat Knowledge Base article.

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Have a question? Need to see more? Register for a free 30-minute Nutshell demo and product tour with one of our team members to determine if Nutshell is a match for your business.

CRM features that boost your engagement effectiveness

Web Chat

Allow website visitors to start chatting with your team directly from your customized chat widget so you can meet their needs and open more opportunities.

SMS

Send, receive and manage text messages with contacts through Nutshell SMS.

Free Customer Support

Connect with our world-class support team to get fast, friendly, and free support when needed.

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Security

We take the security and reliability of your data seriously. We partner with the industry’s most trusted infrastructure provider, Amazon Web Services.

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See all of Nutshell’s features

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Live web chat for business FAQs

  • 1. What is business web chat software?

    Business web chat software is a widget tool installed on your website that typically displays as a pop-up in the corner of each page. It allows website visitors to communicate with your business while on your website for quick feedback, and it answers questions they may have about your product or service.

  • 2. Why should I offer a live one-on-one chat option through my website?

    Adding a live one-on-one chat tool like Web chat to your website comes with several benefits, including:

    • The ability to address prospect questions and concerns promptly can increase your conversion and sales opportunities.
    • It’s a great way to elevate your website visitor’s experience with your brand, typically improving overall customer satisfaction.
    • Live web chat offers an affordable way to provide efficient customer support, saving your business time and money.
    • You can use chat transcripts to spot audience trends and improve your sales and marketing efforts.
  • 3. What features should I look for in a CRM with real-time website messaging for businesses?

    Your CRM solution should provide the tools you need to achieve your business goals. While no two businesses are the same, there are at least a few core CRM features every business should prioritize.

    Search for a solution with these essential features when investing in a CRM system:

    • Sales automation: Ensure your CRM can automate non-selling tasks, giving your team more time to focus on relationship-building activities.
    • Pipeline management: Your CRM should let you create pipelines that complement your sales or workflow processes and provide comprehensive pipeline management tools, including various ways to view leads.
    • Reporting and analytics: The CRM should include advanced reporting and analytics tools to track team and campaign performance easily.
    • Email automation: Make sure your CRM comes with the tools needed to create custom personal email sequences and track email success.
    • Artificial intelligence: Look for a CRM with cutting-edge AI features, like contact timeline summarization, Zoom call transcription summarization, voice-to-text notetaking, email writing assistance, data enrichment, and more.

Need a user-friendly CRM to boost sales and team efficiency?

Take our guided tour to explore Nutshell’s incredible features!

I’ve been using Nutshell, and it’s been a game-changer for keeping in touch with my audience. It helps me effortlessly track people’s engagement and stay connected with them. The platform is easy to use and has made managing my interactions so much simpler. If you want a reliable way to stay in touch with your audience, Nutshell is the way to go!

Jason S. – Logos Daily

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