Messenger inside CRM from MVP Project is not just a communication tool. It is a workspace where chats, customer information and tasks are united in one system. The interface resembles Telegram, but adds important features for work: detailed client card, chat organization, tags, media, built-in translator and even AI-assistant.
Custom customer card: maximum data in one place
Special attention should be paid to the client card, which can be opened directly in messenger. This is not just reference information, but a full-fledged mini-CRM with a focus on analytics and sales.
The card is divided into three semantic blocks:
1. Spot and sales data
The first block contains comprehensive information on lead source and ad tags:
– Telegram ID
– Source, Landing, Location
– Name of ad, adset, campaign (including Facebook tags)
– Ad channel, player ID
– Date of sale, country
– Responsible manager
– Tags
It also reflects analytics:
– Number of sales
– Sales amount
– Repeat sales
This allows you to quickly assess the value of the customer and the source of where they came from.
2. transaction information
In the second block are the details of the current transaction:
– Deal line
– Transaction stage
This is especially useful for assessing the current status of a client and quickly planning the next step.
3. Notes and challenges
In the third block, you can add comments on a client and create tasks without switching to a separate CRM. These functions are especially convenient for teams that communicate and work with clients in one window.
4. Chat structure
You can create folders, archive and save chats. For easy navigation, you can use tags that allow you to quickly filter your conversations.
5. Working with media
The messenger supports files, images, videos. You can upload pre-recorded voice messages and the system automatically transcribes them into text.
6. Translator directly in the chat room
The built-in translator allows you to instantly translate both incoming and outgoing messages, which is especially useful in international communication.
7. Teams and AI
Having access to commands and the AI assistant right in chat makes things a lot easier.
Conclusions
MVP Project’s messenger functionality goes beyond standard communication. The ability to work with customers, see all interaction history, sales and advertising tags in one place – makes it a suitable solution for teams that build sales through messengers and digital funnels.
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