Onboarding Portal

All you need to get started with Chat Metrics

Easy Steps :

Share on linkedin
Share on facebook
Share on twitter
CM-client-onboarding-graphic
signup-icon-blue-150x150

Sign – up

Ready to get more leads?
See if you qualify for a guaranteed 25% more leads in 30 days here. No credit card required.

Onboarding Progress
You have finished 20%

Client Brief

Welcome to Chat Metrics.

The purpose of this document is to ensure we are able to deliver the highest number of new clients for you. To that end, we would like to point out some critical components of this document.

Onboarding Progress
You have finished 40%

Approval

Please ensure this document is returned complete and approved within seven days. If you require any assistance or have any question please let us know and we will respond accordingly.

Onboarding Progress
You have finished 60%

Code Installation

You load a small piece of code into your website or you can use our in-house developer capabilities at no charge. Now, you are set to receive Leads 24/7.

Please use this link to get the code and install guide.

Onboarding Progress
You have finished 80%

Go Live

Once you approve the FAQs and install the code on your website, our team will be going live within the same/next day.

Thank you again for entrusting Chat Metrics with your website visitor conversations. We look forward to being at your service.

Onboarding Progress
ALL DONE 100%

Integrations

Our integration with Zapier makes it possible to integrate with 1000+ apps and counting such as Google Analytics, Salesforce, Marketo, Pardot, Active Campaign, HubSpot,Sugar, InfusionSoft Google AdWords and more…

Our team of in-house developers will work with you to capture the fields that you would like to integrate and can be set up in few simple steps. It only takes a few minutes and we look after it for you.

Most Popular Integrations

Salesforce

Grow Your Business w/ the #1 App to Sell, Service & Market.

Insightly CRM

Insightly is the #1 CRM software for Gmail, G Suite and Outlook. Marketing, Sales and Projects together at last on one cloud-based unified platform.

Hubspot

HubSpot offers a full platform of marketing, sales, customer service, and CRM software — plus the methodology, resources, and support — to help businesses