A Quick Look at Chats in SalesRender
The way we communicate is changing — calls are being ignored, and social media is taking over. With SalesRender, you can chat with clients directly from your CRM: WhatsApp, Viber, SMS, Email — all in one place.
Receive messages right in your admin panel, reply from the CRM, and stay fully in control.
What Is a Chat in CRM?
It's a conversation with a client that happens through familiar messengers — but from within the CRM.
Chats appear as threads you can open and continue, and you don’t even need to open the order to reply to a client.
Why CRM-Based Chats Are a Game-Changer
- Your team replies directly from the CRM, and client responses land there too. No need to give WhatsApp access to employees
- You can hide customer phone numbers — messaging stays possible, but sensitive info stays protected
- Chats in CRM cannot be deleted or archived, unlike Telegram, for example. Everything stays transparent
You can limit access for certain staff — for instance, chat access only, without calls
And yes — you can message clients first! That means you can launch repeat sales and promote offers via WhatsApp to your client base
Email Messaging — Still Relevant
Don’t underestimate the power of email:
- Sometimes you need to attach a file
- Or send detailed order confirmations
In SalesRender, you can send emails with files, subjects, and formatted text — all directly from the chat window.
Great for many industries. Try it and see how it converts! 
Handy Utilities
- Many plugins support voice messages
- Playback at x1.5 / x2 speed
- File or image attachments
- Text formatting with HTML / Markdown / plain text (especially useful for emails)
How to Start Messaging Clients
We already support several integrated messaging providers and are happy to expand the list. Let us know if you need a specific one.
Plugin setup is quick — you’ll be messaging clients in no time.
Want to automate messages or use templates? Just contact our support team — we’ll help set it up for you!
Discover even more features on our website: salesrender.com
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