ToolMeshToolMesh
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CRM Chat

★4.6
💬596
💲Freemium

CRM Chat streamlines CRM management by allowing natural language and voice interactions across multiple platforms. It connects with top CRMs and supports automation, lead capture, and team collaboration in one unified interface.

💻
Platform
web
AI Sales AssistantCRMChatbotConversational CRMHubSpot integrationLead generationPipedrive integration

What is CRM Chat?

CRM Chat is a conversational CRM platform that enables users to manage and interact with their customer relationship data using chat and voice commands. It integrates with major CRMs like HubSpot, Pipedrive, and Salesforce, and works across platforms such as Telegram, WhatsApp, SMS, Web, and iOS. Designed for sales teams and professionals, it automates lead generation, task management, and outreach while supporting team collaboration directly within messaging apps.

Core Technologies

  • AI Chatbot
  • Voice Interface
  • CRM Integration
  • Sales Automation
  • Lead Generation
  • Team Collaboration

Key Capabilities

  • Manage CRM data via chat and voice
  • Integrate with leading CRM systems
  • Automate sales outreach on Telegram
  • Capture leads through images and QR codes
  • Enable team-based CRM workflows

Use Cases

  • Updating CRM data using voice memos
  • Instantly retrieving CRM info via chatbot
  • Automating Telegram-based sales campaigns
  • Converting social media screenshots into leads
  • Assigning tasks directly from Telegram groups

Core Benefits

  • Seamless integration with popular CRMs
  • Natural language CRM control
  • Automated sales and outreach features
  • Effortless team collaboration in Telegram
  • Voice updates for contacts and deals

Key Features

  • Chat and voice-based CRM interaction
  • Integration with HubSpot, Pipedrive, and Salesforce
  • Telegram sales automation tools
  • Lead parsing and automated message sending
  • Team workspace and task management
  • Folder sync for automatic contact addition
  • Daily task summaries and reminders
  • Image recognition for lead capture
  • Multi-account outreach setup

How to Use

  1. 1
    Connect your CRM account (HubSpot, Pipedrive, or Salesforce)
  2. 2
    Use chat or voice commands to update CRM records
  3. 3
    Retrieve CRM data instantly through bot queries
  4. 4
    Set up automated sales outreach on Telegram
  5. 5
    Collaborate with team members via shared workspaces

Pricing Plans

Pro

$10/month
All Free Features + Access to 7,000+ integrations Unlimited leads Chat and manage leads in one place

Team

$40/month
All Pro Features + Team Collaboration Outreach from one Telegram account Workspace management Up to 3 users, additional $7 per user

Outreach

$300/month
All Team Features + Set up your outreach logic Add multiple Telegram accounts for outreach Create custom templates Up to 3 users, additional $7 per user

Personal

Free
Telegram mini-app Folders sync Tasks and reminders Morning digest Calendar integration Custom properties Screenshot recognition Audio updates Duplicate checks

Frequently Asked Questions

Q.What is CRM Chat?

A.CRM Chat is a conversational CRM tool that lets you manage CRM data using chat and voice commands across platforms like Telegram, WhatsApp, and SMS.

Q.Can my team use CRM Chat together?

A.Yes, CRM Chat includes team collaboration features like shared workspaces and multi-user outreach capabilities.

Q.Which CRMs can I integrate with CRM Chat?

A.CRM Chat integrates with HubSpot, Pipedrive, and Salesforce, along with thousands of other tools via integrations.

Q.Is there a free version available?

A.Yes, the Personal plan is free and includes core features like folder sync, calendar integration, and audio updates.

Q.How does CRM Chat help with lead generation?

A.It allows users to parse leads automatically, send messages at scale, and convert image captures or QR codes into CRM entries.

Pros & Cons (Reserved)

✓ Pros

  • Seamless integration with major CRMs and messaging platforms
  • Enables natural language and voice-based CRM management
  • Offers robust sales and outreach automation tools
  • Includes team collaboration features within Telegram
  • Supports voice updates for contacts and deal tracking

✗ Cons

  • Pricing may be high for larger teams
  • Depends heavily on third-party integrations
  • Performance relies on chat and voice recognition accuracy
  • Some advanced features are restricted to higher-tier plans

Alternatives

No alternatives found.