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FRESHCHAT + YOUR CRM

Better conversations.
Better-qualified leads.

Make your website a useful first conversation. Understand intent, ask relevant questions and offer a clear next step.

CONVERSATION DESIGN

A helpful guide.
Not another obstacle.

Conversational AI can interpret a visitor’s intent beyond a rigid decision tree. We combine that understanding with clear qualification rules, approved answers and a route to a person.

  • A relevant greeting on service and pricing pages
  • A short sequence covering need, role and timeline
  • Email validation and clear consent before handoff
  • CRM field mapping, ownership and calendar routing

BUILT AROUND YOUR TEAM

Be available.
Stay accountable.

A bot can greet visitors outside working hours. Your team still needs an owner, a follow-up window and a fallback when an integration fails.

  • Contextual prompts and approved product knowledge
  • CRM or booking integrations scoped to your stack
  • Consent-aware notifications to email or Slack
  • Clear escalation and a non-chat contact option

ILLUSTRATIVE LEAD JOURNEY

From pricing question
to a qualified next step.

  1. 01Visitor asks about fit
  2. 02Ask 2–3 relevant questions
  3. 03Validate contact details
  4. 04Create a structured lead
  5. 05Assign owner or booking

Illustrative flow: a prospect asks whether a plan fits a 30-person team. The chat asks about their support volume, role and timeline, then offers a relevant demo path. Budget questions are used only when they help qualify the request.

Engagement

Conversations started / relevant visitors

Qualification

Qualified leads / completed conversations

Bookings

Booked meetings / qualified leads

Follow-up

Time to first human response

Product references: Freshchat ↗

Custom qualification, scoring and CRM handoffs are implementation work; availability depends on the chosen Freshchat plan and connected services.

YOUR NEXT CHAPTER

Less friction.
More forward motion.

Start with one workflow. Build the right foundation for what comes next.

Let’s map your next move
PROJECT PLANNER

Where can we help?

A guided planner to prepare your brief. This is not a live AI chat.