Banking
Banking and finance
Banks and finance companies use CRM for sales people and WFA for surveyors who submit reports from the field.
Sales1Chat
Every customer channel in one inbox, every issue a ticket
Are you talking to customers on five different apps? Sales1Chat brings WhatsApp, Facebook Messenger, Line, Telegram, X and email into one dashboard, links each conversation to the customer record in your CRM, and escalates problems into tickets your team can own.
Sales1Chat: key features
Here is what the chat and ticketing module lets you do.
Streamline communication
- All channels in one dashboard
- WhatsApp integration
- Facebook Messenger integration
- Line integration
- Telegram integration
- X (Twitter) direct-message integration
Ticketing system
- Create a ticket to escalate a customer's issue
- Assign tickets to a colleague or team
- Create tickets automatically from an email address
KPI tracking
- Set KPIs per agent, such as first-response time and resolved tickets
- Personalised notifications and reminders
Users and hierarchy
- Create and manage agents
- Unlimited hierarchy that mirrors your organisation
- Let teams check in and report from anywhere
Analytics
- Dashboards for response times, volume per channel and agent performance
- Top-down and bottom-up views
- Custom reports on demand
A closer look
One dashboard
Every open conversation, ticket and KPI on a single page.
Linked to the CRM
Each chat sits under the customer's account, next to deals, orders and visit history.
Mobile
Reply and resolve tickets from the Android app.
Sales1Chat in numbers
Customers expect an answer within minutes. Give your team one queue instead of five phones.
6channels in one inbox: WhatsApp, Messenger, Line, Telegram, X, email
1customer record shared with sales and field teams
ISO 27001certified data centre
Unlimitedhierarchy of teams and agents
Sales1 across industries
One platform, configured per industry. Most customers combine two of the modules below.
Distribution
FMCG, medical and others
Distributors use the SFA module. We have served consumer goods, pharmaceutical and chemical distributors.
Property
Developers and agents
CRM for property developers and real-estate agents: keep tabs on every prospect and update them from anywhere.
Logistics
For drivers
Logistics and supply-chain companies equip drivers with GPS tracking and let customers sign on the phone to confirm delivery.
Technical
Technicians
ISPs, service centres and contractors use WFA so field teams can report from anywhere with accurate information.
Government
Smart government
WFA as part of a smart-city solution: public servants report quickly on whatever is at hand.
B2B
Any B2B business
Selling to other companies? You need a CRM to keep track of which prospect to push to close the deal.
Health
Principal pharmaceutical
WFA for pharmaceutical principals: equip medical representatives with the system when meeting doctors.
Streamline your communication with Sales1Chat
Tell us which channels you use and we will show you how they look in one inbox.