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CRM Integration
  • With CRM Integration, Track Your Leads and Convert Them to Clients


    Ngage provides invaluable assistance at client intake

    Businesses need to understand and track the status of their leads so they can more readily convert them into clients. Ngage helps facilitate this tracking by integrating seamlessly with the most widely used CRM systems.
  • Quicker insight drives increased efficiency


    Firms that integrate Live Chat into their CRM have increased their efficiency by gaining quick insight into which leads still require follow up, what type of leads are most likely to convert, and other valuable data. Ngage Live Chat’s CRM integration feature captures name, email address, phone number, chat transcript and more and loads them in real-time into your firm’s CRM.
  • Integration facilitates follow-ups and marketing


    The integration of Ngage with your firm’s CRM allows you to follow up early and often, increasing the number of leads that convert. Firms can use the CRM data accumulated via Ngage to stay in touch with and market to prospective clients.

    CRM integration typically takes only a few business days and requires very little work on your part. To better track and convert your live chat leads, take advantage of Ngage’s seamless integration with your firm’s CRM. To add this important feature, call us now at 866-201-8169 or contact Ngage Live Chat online.

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