C H A T P O I N T

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Move your business deals forward

Time is of the essence when it comes to making deals.

ChatPoint will speed up your work.

  • Business Sales
  • Product Direct Distribution

What You Can Achieve​

  • Sales team can spend less time digging into account details, but more time to address the customer needs, moving business deals forward.
  • Tackle multi-customers, products and services, sales partners, and preparation for customer meetings
  • The clear and correlated sales information starting from the pre-sales stage enables sales staffs efficiently trace all the required messages and files being recorded
  • The built-in tool structurally stores and categorizes files of products, plans, use cases, pricing, client name cards, contacts, supplementary notes
  • Remark and indicate sales chance. Retrieve and analyze records. Handily find out products information for clients
  • Allow new group members to access historical messages and files in specified groups to speed up their learning
  • Any file can be attached with comments and various doc types such as video and audio, and all are searchable. This precisely empowers to have only one single file record per customer while still keeping all associated info and attachments on it

Document management

Keep track of document versions and traceable file-comments to greatly improve the internal operation need.

Efficient access to records

Any file can be attached with comments and various doc types such as video and audio, and all are searchable. This precisely empowers to have only one single file record per customer while still keeping all associated info and attachments on it.

Customer-oriented work

Sales team can spend less time digging into account details and more time addressing the customer needs, and move business deals forward.

Archived sales information

The clear and correlated sales information starting from the pre-sales stage enables sales staffs efficiently trace all the required messages and files being recorded.

Historical knowledge sharing

Assign new sales staff to access historical messages and files in specified groups to speed up their learning.

Multi-task handling

Tackle multi-customers, products and services, sales partners, and preparation for customer meetings.

Notification system

All group members are alerted once a comment is delivered.

Keyword record system

The built-in engine of user-definable keyword tables and values construct a handy record system to help identify the required data records.

All-round search capabilities

An extensive search mechanism that includes filters like file names, file content and boolean, file types, file comments, user-definable structural keyword groups and values, dates, etc.

What You Can Achieve​

  • The clear and correlated sales information starting from the pre-sales stage enables sales staffs efficiently trace all the required messages and files being recorded
  • Structurally stores and categorizes files of products, handbooks, prices, case references
  • Folders and sub-folders easily organize data within the file storage system per group structure
  • Any file can be attached with comments and various doc types such as video and audio, and all are searchable. This precisely empowers to have only one single file record per customer while still keeping all associated info and attachments on it
  • Allow new members to access history in some groups to speed up learning
  • Collaborations with clients are instantly traceable to facilitate sales growth

Document management

Keep track of document versions and traceable file-comments to greatly improve the internal operation need.

Efficient access to records

Any file can be attached with comments and various doc types such as video and audio, and all are searchable. This precisely empowers to have only one single file record per customer while still keeping all associated info and attachments on it.

Product comment system

Each product files can be multi-categorized and made with comparison remarks. Each member makes comment on any product file, and shares with all members.

Archived sales information

The clear and correlated sales information starting from the pre-sales stage enables sales staffs efficiently trace all the required messages and files being recorded.

Historical knowledge sharing

Assign new sales staff to access historical messages and files in specified groups to speed up their learning.

User removal not auto–announced

User removal is not auto-announced to all other members, preventing unnecessary operation impact.

Notification system

All group members are alerted once a comment is delivered.

Keyword record system

The built-in engine of user-definable keyword tables and values construct a handy record system to help identify the required data records.

All-round search capabilities

An extensive search mechanism that includes filters like file names, file content and boolean, file types, file comments, user-definable structural keyword groups and values, dates, etc.