The Customer Chat feature in ClearCRM lets you talk to your customers in real-time, with no extra costs or integrations.
Step 1: Open Customer Chat
From the left-hand navigation menu:
Expand Service
Click on Customer Chat
You’ll also see the number of online customers directly on the menu item itself.
Step 2: Explore the Chat Interface
The chat screen includes three tabs:
Team
Groups
Customers
For this section, focus on the Customers tab. This shows a list of all the customer organizations you're working with.
Click the company name to expand their contacts.
Click on a contact to start chatting.
Your chat history is preserved across sessions, allowing for continuous and contextual support.
Step 3: Search and Filter
Use the search bar to quickly find any customer or contact—ideal when managing multiple conversations at once.
Step 4: Make Announcements
To send an update to multiple customers:
Click Create Event
Choose Announcement
Select the relevant customer contacts
Type your message and send it out
Step 5: Mention Invoices (or Other Records)
While chatting with a customer:
Click Create Event
Select Quick Mention
Choose Invoice (or another record type)
Pick the specific item to mention
This will insert a clickable link to the invoice directly in the chat, making it easy for the customer to access without navigating the CRM.