What is Capsule CRM?
Capsule CRM is one of the cost effective, simple, flexible and easy tool for small business. The main purpose of this CRM tool is to improve the effectiveness of your sales team. Capsule CRM is extremely important for growing teams who need to collaborate in most effective way and want to generate optimal result.
Capsule CRM live Chat Integration automates your work and easily empowers your sales people, so they can be more effective and productive in their endeavours. It gives you various opportunities and milestones that are directly linked with a success factor for generating potential sales revenue.
Benefits of REVE Chat Integration with Capsule CRM
- Helps to reduce costs of mitigation and able to work with higher productivity.
- With live chat integration you can easily track communication logs and close sales deals in faster way.
- All customer information as well as the chat transcript are stored directly into CRM.
To Integrate REVE Chat with Capsule CRM Please Follow the Below Steps
- Login into REVE chat Dashboard
- Go to Integrations > Plugins
- Click plugins.
- Find Capsule CRM from available plugin list.
- Click Integrate
- An option with Connect button will be shown up. Click Connect to integrate.
- A new window will open asking for your capsule-subdomain name to enter.
- It will ask for your capsule username(not email) and password. Enter your capsule login credentials:
- Press Continue to proceed. It will ask for your permission in the very next step to allow the app to access your account.
- Allow and you are connected if login credentials are ok. A successfully login message will be shown with option to save ticket status how you want to use your capsule account.
- Check them and save to finalize the settings.