Sales Suite

Online-consult like in a face-to-face meeting. Chatvisor simplifies the scheduling of appointments, lets you conduct prefessional online meetings, and helps you close deals on the spot through eSignature.

Remote consulting made easy

Chatvisor's platform for digital consultancy is your tool for conducting sales appointments remotely from home

Arrangement

Customers arrange appointments digitally

Let customers independently find and book a suitable appointment in the calendar of your sales representative. Make your sales representatives visible and approachable for easy appointment coordination.

Appointment

Consult and sell digitally

Conduct sales conversations quickly and easily with Chatvisor. Share the contracts and products to be discussed in a joint video call and give your customer an experience as if you were physically there.

Closure

Legally binding, digital signature

Close the sale directly - make it as easy as possible for your customers to make a purchase. Have contracts digitally signed using Chatvisor - eliminate the hassle of sending paper and PDFs back and forth.

How digital customer advice works in practice?

Give customers and sales staff freedom of time and place

1

Online appointment arrangement

A customer wants to be advised and therefore makes an appointment with the selected contact person using the calendar function via app or customer portal.

2

Automatic appointment synchronization

The appointment, including an access link to the digital meeting room, is automatically entered into the sales employee's calendar - while the customer receives an email invitation with the same information.

3

Automatic appointment reminder

On the day of the appointment or in preparation for the appointment, customer and sales staff receive a reminder via email, app or SMS.

4

The preferred device

The customer can join the appointment with her preferred device - it does not matter whether it is a smartphone, tablet or laptop/desktop.

5

The digital consultation

With features such as video calling, webcalling, chat, screen sharing and various co-browsing options, sales staff and customers have everything they need to have a comprehensive exchange of information and conduct a qualitative conversation.

6

Signing of the contract

The customer signs the new contract just discussed digitally with the legally binding e-signature.

7

Happy customer, happy sales representative

Employees and customers are happy. Both were able to stay at home comfortably and save time thanks to the uncomplicated consultation.

1

Online appointment arrangement

A customer wants to be advised and therefore makes an appointment with the selected contact person using the calendar function via app or customer portal.

2

Automatic appointment synchronization

The appointment, including an access link to the digital meeting room, is automatically entered into the sales employee's calendar - while the customer receives an email invitation with the same information.

3

Automatic appointment reminder

On the day of the appointment or in preparation for the appointment, customer and sales staff receive a reminder via email, app or SMS.

4

The preferred device

The customer can join the appointment with her preferred device - it does not matter whether it is a smartphone, tablet or laptop/desktop.

5

The digital consultation

With features such as video calling, webcalling, chat, screen sharing and various co-browsing options, sales staff and customers have everything they need to have a comprehensive exchange of information and conduct a qualitative conversation.

6

Signing of the contract

The customer signs the new contract just discussed digitally with the legally binding e-signature.

7

Happy customer, happy sales representative

Employees and customers are happy. Both were able to stay at home comfortably and save time thanks to the uncomplicated consultation.

Features for digital consultation

To be able to advise customers in the best possible way, Chatvisor offers a variety of features

Webcalling

Call with customers over the web. The webcalling function allows you to talk to the customer as usual - but without dialling a telephone number and regardless of which end device the customer is using.

Videocalling

Upgrade your webcall by activating the video calling functionality and give your customer consultation a more personal touch.

Chat

Send links, documents, photos or other files easily and quickly via the chat function.

Screensharing

Use the screen sharing function to show customers something on your desktop. Guide customers through the individual steps to the result, just like in a personal conversation (example: needs analysis software).

Co-Browsing

Use co-browsing to guide customers on your web portals, websites or mobile apps. Provide context at any time and show information or use tools that are already available on the website.

Draw

Draw directly on the customer's screen to provide visual cues and highlight relevant information.

Appointment arrangement

Just make an appointment. Let customers see when their consultant is available and book the appropriate appointment directly.

Document Co-Browsing

Edit documents together. Fill out contracts together with the customer.

Electronic signature

Sign finished contracts easily and quickly using a legally binding e-signature.

Get Started Now

Get in touch with us and learn how Chatvisor can equip you with the power to deliver better customer experiences.