CRM

Organize Customer Data
Right Inside Your Inbox

Manage relationships directly from chat. Track leads, tag customers, and move deals across a visual Kanban board—so your entire team stays aligned.

From Conversations
to Conversions

Turn every chat into a structured relationship with CRM features designed for teams.

Centralized Contact Profiles
Centralized Contact Profiles
Centralized Contact Profiles

Keep all customer details—chat history, tags, and notes—in one place for full context at a glance.

Kanban Board View
Kanban Board View
Kanban Board View

Visualize your pipeline in stages. Drag and drop leads across columns to track progress and close deals faster.

Smart Tagging & Segmentation
Smart Tagging & Segmentation
Smart Tagging & Segmentation

Categorize contacts by behavior, interest, or status. Easily target the right audience for follow-ups or campaigns.

Team Collaboration
Team Collaboration
Team Collaboration

Assign owners, leave notes, and share updates across teams so everyone stays aligned on customer progress.

Key Capabilities

Key Capabilities

Key Capabilities

CRM, designed for chat-first businesses.

CRM, designed for chat-first businesses.

CRM, designed for chat-first businesses.

From tagging to pipeline management, ChatDaddy CRM gives you the tools to manage relationships without leaving your inbox.

From tagging to pipeline management, ChatDaddy CRM gives you the tools to manage relationships without leaving your inbox.

Unified Profiles

Unified Profiles

Unified Profiles

Kanban Pipeline

Kanban Pipeline

Kanban Pipeline

Segmentation Tools

Segmentation Tools

Segmentation Tools

Collaborative CRM

Collaborative CRM

Collaborative CRM

Experience CRM in Action

Test the interactive demo to see how you can manage contacts, move deals in Kanban view, and keep your entire team on the same page—all inside ChatDaddy.

Experience CRM in Action

Test the interactive demo to see how you can manage contacts, move deals in Kanban view, and keep your entire team on the same page—all inside ChatDaddy.

Experience CRM in Action

Test the interactive demo to see how you can manage contacts, move deals in Kanban view, and keep your entire team on the same page—all inside ChatDaddy.