CRM Bot is an advanced conversational AI platform designed for businesses. It allows organizations to create sophisticated, intelligent chat and voice bots and deploy them across various channels. This enterprise-grade software aids in automating customer interactions, improving customer service, and streamlining business processes. CRM Bot is versatile, offering multi-channel deployment and easy integration with existing systems, making it a valuable tool for enhancing customer relationship management strategies.

  • 01Pros and cons from reviewers
  • 02Main features
  • 03What is CRM Bot?
  • 04How CRM Bot compare to similar software?
  • 05Who is CRM Bot best for according to our reviewers?
  • 06CRM Bot Reviews

What is CRM Bot?

CRM Bot is a sophisticated software tool that integrates with D365/Dataverse platforms to improve chatbot capabilities. It uses structured data from the Microsoft environment to make chatbots intelligent and useful. Businesses can create AI conversational applications within their existing Microsoft environment, making the development process efficient. CRM Bot offers customizable Conversational Agents, ensuring smooth integration with your business system. Available through SaaS deals on Secret's marketplace, CRM Bot enhances customer relationship management and improves customer interactions. This tool is beneficial for businesses looking to optimize customer interactions and streamline CRM processes within their Microsoft environment.

Pros from reviewers

  • User-friendly interface: CRM-Bot software is designed to be easy to use, even for those without technical skills. This allows users to independently modify content, add or remove CTAs, and create new bot responses without needing specific IT knowledge

  • Real-time data checks: The bot's ability to connect to CRM and other databases for real-time data checks greatly benefits customer service teams. This feature allows for accurate and timely customer service responses

  • Increased conversions: Users have reported increased conversions after integrating CRM-Bot into their websites. This can be attributed to the software's ability to foster connections with potential customers and its smart integration of video to aid conversions.

  • Multilingual management: CRM-Bot can manage four different languages, making it a versatile tool for businesses operating in multiple regions or with diverse customer bases

  • Top-notch support: Users have praised the CRM-Bot team for their responsiveness and willingness to provide solutions quickly. This level of support can be crucial for businesses relying on the software for key operations

Cons from reviewers

  • Challenges with Natural Language Processing (NLP): Managing NLP used to be challenging, although recent improvements have made it easier

  • Slow loading times: Despite the user-friendly interface and easy-to-use conversation flow system, CRM-Bot can sometimes be slow and experience delays when loading

  • Limited layout options: Users have expressed a desire for more layout options, such as the ability to use bold or colors in the bot's text, and other minor UX improvements

  • UX improvements needed: While the team is receptive to feedback and continuously updates the platform, there are still areas for UX improvement

  • Limited recognition of website structures: In some cases, CRM-Bot wasn't initially configured to recognize certain website structures, such as one-page sites divided by an 'anchor' using a hashtag, requiring developer intervention to resolve.

Main features

Starting Price

N/A

Free Plan

No

Multi-channel support

Seamless CRM integration

Behavior tracking

Bespoke conversational agents

Conversational AI applications

Who is CRM Bot best for according to our reviewers?

  • Companies in the travel sector: CRM-Bot's expertise in the travel industry makes it an ideal choice for companies in this sector. The bot's ability to connect to CRM and other databases for real-time data checks greatly benefits customer service teams

  • Reseller partners: CRM-Bot is affordable and offers a range of features, making it a good choice for reseller partners. The support team is highly responsive and open to discussing ideas, support, and feature requests

  • E-commerce businesses: CRM-Bot is a fantastic tool for e-commerce businesses, helping to make websites more personal and interactive. It can be used for welcoming and scheduling consultations, explainer videos, and FAQs

  • Companies needing multilingual support: CRM-Bot can manage four different languages, making it suitable for companies that need to assist clients in multiple languages. It's simple to handle different language implementations between the website and CRM

  • Businesses looking to increase conversions: CRM-Bot's smart integration of video can aid conversions. Companies that have used CRM-Bot on their website have seen an increase in conversions.

  • CRM Bot Reviews

    4.9

    CRM Bot rating

    4.5

    Ease of use

    4.6

    Customer service

    4.4

    Value for money

    4.0

    Likelihood to recommend

    4.5

    Features

    22 CRM Bot Reviews

    4.9 (22 reviews)
    Leave a review
    • Jack Smith

      Exceeding Expectations: The Essential CRM Bot for Enhanced Customer Relationship Management

      The CRM Bot has exceeded my expectations in every way, it's an essential tool for any business looking to improve their customer relationship management.

      September 1, 2024

    • Sean Miller

      We Implemented Chipbot on Our Site and

      We used Chipbot on our website and saw a 12% increase in conversions. Our goal was to incorporate more testimonial videos on our site. The need for more engagement led us to create more testimonial videos across all platforms. Fantastic tool!

      August 26, 2024

    • John

      Scalable CRM Bot: Growing and Adapting with Business Expansion

      The CRM Bot's scalability is a major plus, it has been able to grow and adapt as my business has expanded

      August 18, 2024

    • Joe W

      Exceptional Customer Support: CRM Bot's Responsiveness and Assistance

      I've found the CRM Bot's customer support to be excellent, they've always been responsive and helpful when I've had queries or issues

      August 11, 2024

    • Rodriguez

      Gained Valuable Insights with CRM-Bot

      After integrating ChipBot into my website, I've gathered a lot of useful data. I was unaware of how frequently people were searching for the refund policy, especially since my product is new and somewhat pricey. I'm now modifying my website to address this query more efficiently and to experiment with new variations that might make customers more comfortable trying out the product. I also appreciate the data-rich email reports that keep me updated without requiring additional research. Given its affordability, choosing ChipBot was a no-brainer. Thanks.

      August 4, 2024

    • Ralph D

      Enhanced Marketing Precision with CRM Bot's Customer Segmentation

      The CRM Bot's customer segmentation feature has been invaluable, it has enabled me to target my marketing efforts more effectively

      July 30, 2024

    • Xander S

      User-Friendly CRM Bot Integration

      I've found the CRM Bot to be incredibly user-friendly, it required minimal training and was easy to integrate into our existing systems

      July 22, 2024

    • Janet Garcia

      Strongly Recommend, No Doubt!

      I highly recommend CRM-Bot! It's a brilliant tool for building connections with potential customers through our website. It allows people to see a human face, fostering a connection and increasing our chances of client conversion even before we've spoken to them. It's not expensive and Matt, the support, is always quick to assist with setup. Plus, his TikToks are amusing, so go follow him!

      July 16, 2024

    • Ruth Brown

      CRM Bot: A Game Changer for Customer Understanding

      The CRM Bot has been a game changer for my business, its AI-driven insights have helped me understand my customers better and tailor my services accordingly

      July 8, 2024

    • Andrew Williams

      CRM Bot Automates Tasks, Boosts Productivity

      The CRM Bot's ability to automate routine tasks has freed up my time, allowing me to focus on more strategic aspects of my business

      June 29, 2024

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