Dec 4, 2024
CRMchat.ai is a Telegram mini-app designed for the Web3 community. It addresses the chaos of managing hundreds of Telegram chats, groups, and folders where follow-ups are forgotten and deals are lost.
Streamlined Organization: CRMchat organizes your team's DMs and groups into pipelines with tasks, reminders, and notes.
Smart Notifications: Our bot reminds your team about follow-ups and stalled deals.
Seamless Integration: CRMchat connects with over 7,000 tools via Zapier.
Table of Content
Leads Management
Lead Card
Pipeline View
Open Pipeline Fullscreen
Sync Leads from Telegram Folders
Manual Leads: Forward to Bot
Manual Leads: Send @username
Manual Leads: Screenshot
Manual Leads: QR Code
Manual Leads: Enter Name
Import Leads From Google Sheets
Notes And Reminders
One-Click Follow-Ups via Bot
Update Notes And Photos via Bot
Lead Properties
Quick Property Update via Bot
Reminders for Stalled Leads
Google Calendar Integration
Workspaces
Team Collaboration
Zapier Integration
Affiliate Program
Features in Progress
Bugs, Feature Requests, and Updates
Leads Management
CRMchat organizes your Telegram contacts and groups into leads, enabling you to filter and arrange them into pipelines by stages, owners, partnership types, or custom properties.
Lead Card
Default, auto-populated info: bio, Telegram username, and link.
Optional custom properties for further organization.
Tasks/reminders.
Notes.
Pipeline View
Organize leads into a pipeline using existing or custom properties (e.g., stage, status).
Open Pipeline Fullscreen
Sync Leads from Telegram Folders
Sync Telegram folders to automatically populate contacts and groups:
Access Settings and click Telegram Folder Sync.
Names of folders, groups, and contacts are securely retrieved and encrypted.
New leads added to a synced folder are automatically updated in CRMchat.
Manual Leads: Forward to Bot
Manual Leads: Send @username
Manual Leads: Screenshot
Manual Leads: QR Code
Manual Leads: Enter Name
Import Leads From Google Sheets
Available for paid users. Talk to our founder @goshalevin.
Notes And Reminders
One-Click Follow-Ups via Bot
Update Notes And Photos via Bot
Lead Properties
Text: Ideal for “Next Step” or “How We Met.”
Single-Select: Useful for stages or statuses.
Multi-Select: Assign leads to multiple projects.
Quick Property Update via Bot
Make the required property. The bot will prompt you to update these when adding or editing leads.
Reminders for Stalled Leads
Set reminders for leads stuck in specific pipeline stages. The bot provides a daily digest of stalled leads.
Google Calendar Integration
Sync tasks and follow-ups with Google Calendar for better scheduling.
Workspaces
Create multiple workspaces to share with different teams. Sync Telegram folders with CRMchat, assigning each folder to a specific workspace.
Team Collaboration
Zapier Integration
Zapier integration is included in paid accounts. Connect CRMchat with 7,000+ tools via Zapier.
Here are examples of integrations with HubSpot and Google Sheets.
Need help? Contact @goshalevin.
Affiliate Program
Share CRMchat with friends! They get one month of PRO features free, and you earn a 30% lifetime revenue share. Find your unique promo code in Settings -> Affiliate.
Features in Progress
We’re working on exciting new features, including:
Bulk messaging for outreach.
Lead parsing from channels and groups.
Bugs, Feature Requests, and Updates
Found a bug or have a feature request? Share it in the group or DM @goshalevin.