Group chats with customers – directly in Creatio

Imagine: your manager, customer, and technical specialist communicate in one Telegram chat, and all correspondence is automatically saved in CRM. No copying, no forwarding, no loss of context.

 

This is what SalesUp Multichannel Chats for Creatio offers.

 

Why it matters:

Communication with customers is usually dispersed: the manager writes in WhatsApp, the technical specialist in Telegram, and someone duplicates it in email. The history is lost, the context is lost, and new employees cannot see previous agreements.

 

With group chats in Creatio:

• All communication in one place, regardless of the messenger
• The entire communication history is automatically saved
• New employees can see the entire background
• Managers control communication without requesting “forwarded correspondence.”

 

Security and control:

• Data is stored in your CRM, not on employees’ personal phones
• After termination of cooperation with the manager, the entire customer history remains with the company
• Audit capability: who wrote what to the customer and when
• Protection against information loss when deleting chats

 

Key features of the solution:

• Connect multiple participants from the company and the client
• Communicate in your usual messenger: Telegram, Viber, WhatsApp, Slack, MS Teams
• All group correspondence is synchronized in Creatio in real time

 

For service desk and B2B, chats are built right into the request. The manager can see all group correspondence without leaving the CRM. Plus analytics: response time, workload, distribution by channel.