{"id":86535,"date":"2022-10-23T03:40:00","date_gmt":"2022-10-23T03:40:00","guid":{"rendered":"https:\/\/www.tawk.to\/?p=86535"},"modified":"2024-10-22T07:42:02","modified_gmt":"2024-10-22T07:42:02","slug":"crm-beta-release-contacts","status":"publish","type":"post","link":"https:\/\/www.tawk.to\/updates\/crm-beta-release-contacts\/","title":{"rendered":"Announcing the release of Contacts \u2014 a free CRM"},"content":{"rendered":"\n<p class=\"has-medium-font-size\">We\u2019re excited to announce the release of <strong>Contacts<\/strong>, a feature-rich and user-friendly CRM.<\/p>\n\n\n\n<p class=\"has-medium-font-size\"><strong>Contacts <\/strong>makes it easy to manage all of your conversations and customer activity across multiple channels from the inside of your tawk.to Dashboard. And it\u2019s 100% free!<\/p>\n\n\n\n<style>.inline-block{margin-left:50px;margin-top:-10px}a.wp-block-button__link.has-background {\n    border-radius: 5px;<\/style>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"inline-block has-medium-font-size\">\u2714 Add unlimited contacts and organizations<\/p>\n\n\n\n<p class=\"inline-block has-medium-font-size\">\u2714 View multichannel conversation histories<\/p>\n\n\n\n<p class=\"inline-block has-medium-font-size\">\u2714 Update profiles directly from chats and emails<\/p>\n\n\n\n<p class=\"inline-block has-medium-font-size\">\u2714 Customize your display and create custom attributes<\/p>\n\n\n\n<p class=\"inline-block has-medium-font-size\">\u2714 Filter and group contacts into Segments<\/p>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>What is a CRM?<\/strong><\/h2>\n\n\n\n<p class=\"has-medium-font-size\">CRM stands for Customer Relationship Management. CRM software helps you keep track of all of your contact information, notes, and conversations with customers. With all of your data and insights in one place, team members can spend their time where it matters most.&nbsp;<\/p>\n\n\n\n<p class=\"has-medium-font-size\">A good CRM helps you turn visitors into leads, leads into customers, and customers into your biggest fans.&nbsp;<\/p>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><a href=\"https:\/\/www.tawk.to\/wp-content\/uploads\/2023\/05\/CRM-New-Update_Illustration-2-.jpg\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"486\" src=\"https:\/\/www.tawk.to\/wp-content\/uploads\/2023\/05\/CRM-New-Update_Illustration-2--1024x486.jpg\" alt=\"Contacts panel in the CRM from tawk.to\" class=\"wp-image-117998\" title=\"Tailor your Contacts display for your business\" srcset=\"https:\/\/www.tawk.to\/wp-content\/uploads\/2023\/05\/CRM-New-Update_Illustration-2--1024x486.jpg 1024w, https:\/\/www.tawk.to\/wp-content\/uploads\/2023\/05\/CRM-New-Update_Illustration-2--300x143.jpg 300w, https:\/\/www.tawk.to\/wp-content\/uploads\/2023\/05\/CRM-New-Update_Illustration-2--768x365.jpg 768w, https:\/\/www.tawk.to\/wp-content\/uploads\/2023\/05\/CRM-New-Update_Illustration-2-.jpg 1200w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>What\u2019s inside Contacts?<\/strong><\/h2>\n\n\n\n<p class=\"has-medium-font-size\">In Contacts, you can view past chats, emails, and notes for every customer who has interacted with you on your site and left their details. Add Organizations and view all of your contacts for each. Want to add even more contacts? Save time with CSV imports and custom field mapping.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">Select a name to view contact details, social media profiles, a profile shot, company information, and your entire conversation history.&nbsp;<\/p>\n\n\n\n<h3 class=\"has-medium-font-size wp-block-heading\"><strong>View the data that matter&nbsp;<\/strong><\/h3>\n\n\n\n<p class=\"has-medium-font-size\">Customize your display to show the information that matters most to your business. You can sort data by alphabetical order, date, or numerical value.&nbsp;<\/p>\n\n\n\n<p class=\"has-medium-font-size\">Want to view pet names, car models, or favorite foods? Go ahead! It\u2019s easy to add your own custom attributes.&nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><a href=\"https:\/\/www.tawk.to\/wp-content\/uploads\/2023\/05\/CRM-New-Update_Illustration-3.jpg\"><img decoding=\"async\" width=\"1024\" height=\"486\" src=\"https:\/\/www.tawk.to\/wp-content\/uploads\/2023\/05\/CRM-New-Update_Illustration-3-1024x486.jpg\" alt=\"Contact filters in the CRM\" class=\"wp-image-118008\" title=\"Filter and Segment Contacts\" srcset=\"https:\/\/www.tawk.to\/wp-content\/uploads\/2023\/05\/CRM-New-Update_Illustration-3-1024x486.jpg 1024w, https:\/\/www.tawk.to\/wp-content\/uploads\/2023\/05\/CRM-New-Update_Illustration-3-300x143.jpg 300w, https:\/\/www.tawk.to\/wp-content\/uploads\/2023\/05\/CRM-New-Update_Illustration-3-768x365.jpg 768w, https:\/\/www.tawk.to\/wp-content\/uploads\/2023\/05\/CRM-New-Update_Illustration-3.jpg 1200w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"has-medium-font-size wp-block-heading\"><strong>Separate hot from cold. Wash, rinse, repeat.<\/strong><\/h3>\n\n\n\n<p class=\"has-medium-font-size\">Want to know who\u2019s most engaged? Segments separate the hot leads from the cold.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">You can create and track segments to glean customer insights, qualify leads, and prioritize outreach. See who has the highest number of page views. View the top 100 visitors who spent the most time on your site. Or group contacts by the number of live chats in the widget.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">Filter your contacts by any of 34+ attributes, including the following:<\/p>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-medium-font-size wp-block-list\">\n<li>Contact and related organization information<\/li>\n<\/ul>\n\n\n\n<div style=\"height:5px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-medium-font-size wp-block-list\">\n<li>Social profiles<\/li>\n<\/ul>\n\n\n\n<div style=\"height:5px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-medium-font-size wp-block-list\">\n<li>Location<\/li>\n<\/ul>\n\n\n\n<div style=\"height:5px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-medium-font-size wp-block-list\">\n<li>Tags<\/li>\n<\/ul>\n\n\n\n<div style=\"height:5px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-medium-font-size wp-block-list\">\n<li>Times and dates of activity (on a website, in the chat or in the CRM)<\/li>\n<\/ul>\n\n\n\n<div style=\"height:5px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-medium-font-size wp-block-list\">\n<li>Level of active engagement on your site<\/li>\n<\/ul>\n\n\n\n<div style=\"height:5px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-medium-font-size wp-block-list\">\n<li>Hosting and system information<\/li>\n<\/ul>\n\n\n\n<div style=\"height:5px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-medium-font-size wp-block-list\">\n<li>And more!<\/li>\n<\/ul>\n\n\n\n<div style=\"height:5px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><a href=\"https:\/\/www.tawk.to\/wp-content\/uploads\/2023\/05\/CRM-New-Update_Illustration-4.jpg\"><img decoding=\"async\" width=\"1024\" height=\"486\" src=\"https:\/\/www.tawk.to\/wp-content\/uploads\/2023\/05\/CRM-New-Update_Illustration-4-1024x486.jpg\" alt=\"A profile with notes and conversation histories\" class=\"wp-image-118018\" title=\"View profiles and conversation histories\" srcset=\"https:\/\/www.tawk.to\/wp-content\/uploads\/2023\/05\/CRM-New-Update_Illustration-4-1024x486.jpg 1024w, https:\/\/www.tawk.to\/wp-content\/uploads\/2023\/05\/CRM-New-Update_Illustration-4-300x143.jpg 300w, https:\/\/www.tawk.to\/wp-content\/uploads\/2023\/05\/CRM-New-Update_Illustration-4-768x365.jpg 768w, https:\/\/www.tawk.to\/wp-content\/uploads\/2023\/05\/CRM-New-Update_Illustration-4.jpg 1200w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\"><strong>View the whole customer journey<\/strong><\/p>\n\n\n\n<p class=\"has-medium-font-size\">With all of your data in view, it\u2019s easy for team members to collaborate and offer relevant assistance at every step of the customer journey. No more starting the conversation from scratch \u2014 again.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">Select a contact\u2019s name to access a complete history of your conversations and interactions. All your chats, notes, and ticketing emails will appear in chronological order.<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.tawk.to\/wp-content\/uploads\/2023\/05\/CRM-New-Update_Illustration-5.jpg\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"486\" src=\"https:\/\/www.tawk.to\/wp-content\/uploads\/2023\/05\/CRM-New-Update_Illustration-5-1024x486.jpg\" alt=\"Business owner with the tawk.to dashboard\" class=\"wp-image-118028\" title=\"New, simplified dashboard\" srcset=\"https:\/\/www.tawk.to\/wp-content\/uploads\/2023\/05\/CRM-New-Update_Illustration-5-1024x486.jpg 1024w, https:\/\/www.tawk.to\/wp-content\/uploads\/2023\/05\/CRM-New-Update_Illustration-5-300x143.jpg 300w, https:\/\/www.tawk.to\/wp-content\/uploads\/2023\/05\/CRM-New-Update_Illustration-5-768x365.jpg 768w, https:\/\/www.tawk.to\/wp-content\/uploads\/2023\/05\/CRM-New-Update_Illustration-5.jpg 1200w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>What else has changed?<\/strong><\/h2>\n\n\n\n<p class=\"has-medium-font-size\">We heard your requests for a simplified dashboard. That\u2019s why we designed a user interface that\u2019s more simple and easy to navigate.<\/p>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>What\u2019s next?<\/strong><\/h2>\n\n\n\n<p class=\"has-medium-font-size\"><strong>Phone Calls <\/strong>\u2014 with tawk.to Voice, you can make calls directly from the dashboard to any mobile or landline phone. This feature is active and available now for those making calls via a Skype account.<\/p>\n\n\n\n<p class=\"has-medium-font-size\"><strong>SMS <\/strong>\u2014 choose a dedicated number in your region. Then send and receive SMS messages to a single contact, organization, or entire segment.<\/p>\n\n\n\n<p class=\"has-medium-font-size\"><strong>Billing<\/strong> \u2014 request and receive payments in your Contacts CRM via a ticketing email or a widget<\/p>\n\n\n\n<p class=\"has-medium-font-size\"><strong>Calendar <\/strong>\u2014 set appointments directly from your widget or Calendar app and manage them in your tawk.to Dashboard under each contact.<\/p>\n\n\n\n<p class=\"has-medium-font-size\"><strong>Messaging <\/strong>\u2014 asynchronous Messaging lets you continue the conversation any time. Out of time? Lost a connection? The conversation will be waiting and available to pick up where you left off.&nbsp;<\/p>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Access your free CRM now<\/strong><\/h2>\n\n\n\n<p class=\"has-medium-font-size\">Contacts has launched and is now activated in your tawk.to dashboard. To view and manage your contacts, simply <a rel=\"noreferrer noopener\" href=\"https:\/\/dashboard.tawk.to\/login\" target=\"_blank\">log in to your account<\/a>.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">Don\u2019t have an account? Create one today at https:\/\/www.tawk.to.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">It\u2019s free forever!<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\"><\/div>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>We\u2019re excited to announce the Beta release of tawk.to Contacts, a feature-rich and easy-to-use CRM. With Contacts, you can manage all of your conversations and customer activity across multiple channels from the inside of the tawk.to dashboard. And it\u2019s 100% free! <\/p>\n","protected":false},"author":1,"featured_media":117988,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[4],"tags":[],"webinar_types":[],"class_list":["post-86535","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-updates"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.tawk.to\/wp-json\/wp\/v2\/posts\/86535","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.tawk.to\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.tawk.to\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.tawk.to\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.tawk.to\/wp-json\/wp\/v2\/comments?post=86535"}],"version-history":[{"count":2,"href":"https:\/\/www.tawk.to\/wp-json\/wp\/v2\/posts\/86535\/revisions"}],"predecessor-version":[{"id":118041,"href":"https:\/\/www.tawk.to\/wp-json\/wp\/v2\/posts\/86535\/revisions\/118041"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.tawk.to\/wp-json\/wp\/v2\/media\/117988"}],"wp:attachment":[{"href":"https:\/\/www.tawk.to\/wp-json\/wp\/v2\/media?parent=86535"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.tawk.to\/wp-json\/wp\/v2\/categories?post=86535"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.tawk.to\/wp-json\/wp\/v2\/tags?post=86535"},{"taxonomy":"webinar_types","embeddable":true,"href":"https:\/\/www.tawk.to\/wp-json\/wp\/v2\/webinar_types?post=86535"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}