Communication in CRM Chat Module

This section explains how users can communicate with contacts in the CRM using different communication channels such as messaging, email, calls, social media accounts, and Telegram channels. Users can select contacts from the People Module and initiate communication through the channels configured in the system.

Note

For detailed conversations and message history, user must refer the Chat module, which provides complete communication management.

Prerequisites for Communication

Before initiating communication with leads, ensure the following:

• Valid Contact Details: The contact must have valid and verified details (e.g., correct email address or mobile number for SMS/calls).
• Contacts Availability: The contacts/leads must be added to the CRM and included in the selected segment and Group.
• Channel Configuration: Communication channels (Email, SMS, WhatsApp, etc.) must be properly configured and active.
• User Permissions: The user must have the required permissions to send messages or initiate communication.
• Compliance & Consent: Ensure that the recipient has given consent to receive communication and complies with applicable regulations.
• Account Setup: The CRM account and related integrations (like email or messaging services) should be correctly set up.
• Internet Connectivity: A stable internet connection is required for sending messages and syncing data.

Once all prerequisites are met, the user can start communicating with all leads saved under the selected segment or groups using the available communication channels mentioned below

• SMS
• Social Media Platform
• Email
• Calling
• Whats app