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CRM Bot Reviews

4.9 (22 reviews)

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

    • Gerald Martinez

      Encountered a Website Issue with CRM-Bot

      I encountered a problem with a website builder that was essentially a one-page site divided by an 'anchor' using a hashtag. Initially, Chipbot wasn't configured to recognize these section separations. However, after a quick conversation with Matt, he mobilized the developers and they found a solution within just 2 hours, tested it, and integrated it into the code. As a result, my video now displays exactly where it should and nowhere else. Matt and his team were outstanding! I'm grateful to the team for making me look so good!

      June 22, 2024

    • Janet S

      Incredible and User-friendly Chat Software

      I find the CRM-Bot to be an amazing and simple chat platform. When utilized correctly, it significantly distinguishes my business from others. I am particularly fond of the user interface and the customer support is simply outstanding. The smart integration of video to aid conversions is also highly impressive.

      June 16, 2024

    • Michael M

      For All and Sundry: CRM-Bot Review

      To all - you MUST install ChipBot on your website. It's fantastic and I adore it. I utilize it on my e-commerce site in the following ways: Homepage - for welcoming and scheduling consultations, Product Page - for explainer videos, Full Site - for FAQs. It will make your website much more personal and interactive, helping you differentiate from the competition. It's extremely easy to install and intuitive to use, and the customer service is top-notch. I can't praise this product enough.

      June 11, 2024

    • Jordan N

      CRM Bot: Empowering Data-Driven Decisions with Comprehensive Reports

      I've been particularly impressed with the CRM Bot's reporting capabilities, it provides comprehensive reports that have helped me make data-driven decisions

      June 4, 2024

    • Susan A

      First Client Secured Within Days of Installation!

      I recently installed ChipBot on my Sign/LED page and received my first inquiry from San Antonio within a few days! I was able to respond immediately using ChipBot's new mobile app, which notified me as soon as the message arrived. I can't express enough how much I love this.

      May 27, 2024

    • Denise Brown

      Top Multilingual Platform with Simple Content Management

      The chatbot enables us to assist clients in 4 languages, either by guiding them to our website's content, creating cases (linked to our CRM), or managing a live chat with agents. It's simple to handle different language implementations between the website and CRM. The continuous updates on the platform give clients more control over content management. The team is highly responsive, open to feedback, and new functionalities. There are some areas for UX improvement, but the team is very receptive to client feedback and has already developed new features that are extremely useful. We selected Mindsay for its multilingual management.

      May 20, 2024

    • Andrea Smith

      Excellent Customer Support

      I had an absolutely stellar experience with ChipBot! Their customer service team is unparalleled, always ready to help and provide solutions. Moreover, their app is user-friendly and streamlined, making my tasks easier and more efficient. I really appreciate how they prioritize their customers. I highly recommend them!

      May 13, 2024

    • Rowan M

      Streamlined Workflow with Impressive Bot Features

      its intuitive interface and automated features have streamlined my workflow. The bot's ability to track customer interactions and provide real-time updates is truly impressive

      May 7, 2024

    • Amanda B

      Best 3rd Party Integration I've Experienced

      I can't praise ChipBot and Matt enough! We unexpectedly came across ChipBot as a reseller partner and I was surprised at how affordable it is considering its features. I even double-checked to make sure I wasn't overlooking anything. We're integrating ChipBot into our own SaaS product and working with Matt has been a pleasure. I've collaborated with many third-party companies, but none have been as great as Matt in terms of discussing ideas, support, and feature requests. I usually have high expectations and it's hard to satisfy me, but when someone does, I make sure to spread the word to everyone who will listen.

      April 28, 2024

    • Rebecca D

      Outstanding Software, Exceptional Team and Customer Support

      The platform is incredibly user-friendly and doesn't require any specific IT knowledge, allowing me to independently modify content, add or remove CTAs, and create new bot responses. I can monitor performance through tracking and analytics tools, follow CSAT/NPS and other KPIs, and even target specific answers. This is particularly useful when launching a new scenario or improving existing ones. A significant advantage is the bot's ability to connect to CRM and other databases for real-time data checks, which greatly benefits our customer service team. The bot can also manage four different languages. The team at Mindsay is skilled, pleasant, and always available for their clients. They quickly understand needs, offer solutions, and work efficiently. I would appreciate more layout options, such as the ability to use bold or colors in the bot's text, and other minor UX improvements. Managing NLP used to be challenging, but recent improvements have made it much easier. Overall, the Mindsay team is very open.

      April 20, 2024

    11 to 20 of 22 results

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