Connect Customer Conversations with Your Sales opportunities
Integrate AssignSales CRM with AssignChat Messaging to connect customer conversations with your complete sales workflow.
AssignChat enables businesses to communicate with customers and prospects through a centralized messaging environment, while AssignSales converts those conversations into structured Leads, Contacts, Opportunities and Deals.
Bring communication and CRM together to create a connected journey from Conversation → Lead → Opportunity → Deal → Customer.
Messaging-to-CRM Integration
Connect conversations from AssignChat with AssignSales CRM.
Create Leads from Conversations
Turn a qualified messaging conversation into an AssignSales lead.
Follow-Up Management
A customer conversation should lead to an action when the prospect is interested.
Conversation-to-Opportunity Conversion
Move qualified messaging conversations into the AssignSales sales pipeline.
Existing Customer Identification
When a customer already exists in AssignSales, associate the conversation with the appropriate CRM record rather than creating unnecessary duplicate records.
Connect Messaging with Telephony
For prospects who require a phone conversation, the CRM can connect the messaging journey with sales calling workflows.
Schedule Meetings from Conversations
When a prospect wants a demo, consultation or sales meeting, the sales representative can create a CRM activity and schedule the next action.
Message → Meeting Request → Sales Activity → Follow-Up → Opportunity
Messaging Sales Analytics
Measure the commercial performance of customer conversations.
Conversation History
Maintain relevant customer communication context alongside the CRM record.
Every Conversation Can Become an Opportunity.
Bring customer conversations into your CRM and build a smarter, connected sales workflow.