CRMchat.ai Product Overview

CRMchat.ai Product Overview

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.