Complete customer profiles
Automatically capture visitor data and enrich customer profiles with notes, tags, and custom attributes to keep your team fully informed before every conversation.
CRM
Know your customers before you reply
Access a complete customer profile the moment a chat starts. See contact details, past conversations, notes, and purchase history — all in one place. Build deeper customer relationships by tracking every interaction and using that context to deliver personalized, meaningful support.
How CRM drives better conversations
Actionable customer data
Add custom fields, tags, and segments that matter to your business. Track company size, plan type, industry, or anything else you need for personalized support.
Full interaction history
See every chat, note, and event for a contact in one chronological timeline. Never lose context and always pick up where you left off.
PROFILES
A 360-degree view of every contact
Automatically capture visitor data and enrich customer profiles with notes, tags, and custom attributes to keep your team fully informed. Every conversation starts with full context.
Contact Management
Store and organize all customer information in structured profiles that grow richer with every interaction.
Custom Fields
Add the data fields that matter to your business — company size, plan type, industry, or anything else you need to track.
Activity Timeline
See every chat, note, and event for a contact in one chronological timeline for complete relationship history.
CUSTOMER CONTEXT
An agent opens a conversation and sees the customer's full profile — past tickets, tags, and notes — before typing a single reply.
Use case · Customer success teams
DATA
Smarter conversations with better data
Categorize, segment, and manage your customer data effortlessly. Import existing contacts, export when needed, and keep your CRM perfectly organized for proactive outreach and targeted campaigns.
Tags & Segments
Categorize contacts with tags and create segments to target specific groups for proactive outreach or campaigns.
Import & Export
Easily import your existing contacts or export your data whenever you need it — no lock-in, no hassle.
Smart Search & Filters
Find any contact instantly with powerful search and filtering. Combine multiple criteria to locate exactly the customer you need.
DATA MANAGEMENT
A marketing team imports its existing contact list, tags customers by segment, and launches a targeted outreach campaign without leaving the CRM.
Use case · Marketing teams
INSIGHTS
Turn customer data into actionable insights
Go beyond storing data — understand your customers. Track engagement patterns, identify at-risk accounts, and use CRM analytics to make smarter decisions about retention and growth.
Engagement Scoring
Automatically score contacts based on interaction frequency, recency, and depth to identify your most engaged and at-risk customers.
CRM Analytics Dashboard
Visualize customer trends, segment growth, and contact activity in a single dashboard to inform your support and sales strategy.
Third-Party Integrations
Connect XONChat CRM with your existing tools — e-commerce platforms, helpdesks, and marketing automation — for a unified customer view.
INSIGHTS
A customer success manager reviews engagement scores to spot accounts that have gone quiet and reaches out before they churn.
Use case · Customer success teams
Explore Features
Live Chat
Real-time messaging
Learn moreTeam Inbox
Shared team workspace
Learn moreChat History
Full conversation logs
Learn morePrivate Notes
Internal team notes
Learn moreChat Routing
Smart assignment
Learn moreFile Sharing
Send & receive files
Learn moreVideo Chat
Face-to-face calls
Learn moreScreen Sharing
Visual collaboration
Learn moreForm Builder
Custom data forms
Learn moreHelp Desk
Ticket management
Learn moreAudio Call
Voice conversations
Learn moreAll features
Every XonChat tool on one page
See all features
