What is Close?
Close is a customer relationship management software used for handling calls, emails, and closing deals.
How can you use it?
Close integration lets you follow news and updates within LiveAgent’s dashboard. There are also multiple actions you can take. Follow information about new customers, calls, contacts, emails, leads, exports, inbox items and custom activities. You can manually add addresses to leads, create bulk actions or emails, manage subscriptions and more.
Benefits
- Save time by keeping track of your customers from LiveAgent
- Do more from one solution
Frequently asked questions
What is Close?
Close is a CRM software that allows your team to create smooth sales automation.
How can you utilize Close integration inside LiveAgent?
By integrating Close with LiveAgent, you can easily manage your customer information from one interface. In addition, you will receive notifications about any updates/news right inside your LiveAgent Dashboard.
Close CRM can be contacted through email or phone support, as well as their knowledge base and social media channels. They offer inside sales CRM for startups and SMBs and do not have live chat support. Their website also provides information on demos, pricing, features, integrations, and company information.
Help desk notes are private notes that are only visible to help desk agents and are used to convey additional information about a ticket or customer. LiveAgent offers four different types of private notes and allows users to add them to tickets, contacts, or companies. Inline ticket notes are great for taking notes while communicating with customers and can serve as reminders for the next steps. Ticket notes can be used to write down specific details that need to be accessed while solving a ticket. Private contact and company notes are useful for disclosing additional information about customers and organizations. These notes are important as they can speed up ticket hand-offs between agents from different departments and also serve as reminders and to-do lists. LiveAgent's notes feature is extremely useful in the work of the customer service team.
Help desk contacts store essential information about customers including name, email, phone number and personal information. Custom contact fields can be created to store specific information. Through LiveAgent’s contacts feature, information such as gender, job position, IP address and browser information can be stored. Building customer profiles with the help desk contacts feature can lead to better customer service, more personalized service and improved customer satisfaction. LiveAgent is a highly recommended solution for managing customer support requests via different channels.
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LiveAgent Help is a software solution that streamlines messages from different platforms into a single inbox for improved workflow efficiency and customer satisfaction. It offers a native live chat for customer engagement and monitoring of website behavior to convert visitors into paying customers. LiveAgent Help also provides a virtual call center with advanced features such as attended call transfers, unlimited call recordings, and IVR. A customer portal can also be built and customized with a knowledge base and community forums. The platform has been trusted by companies such as NASCAR and Forbes and offers a free trial.
