自始至终简化工作流程
使用 InvestGlass 即时聊天,在客户喜爱的渠道上为他们提供支持,引导他们快速找到答案,让您的客户满意。
![loading="lazy"](https://www.investglass.com/wp-admin/admin-ajax.php?action=kernel&p=image&src=%7B%22file%22%3A%22wp-content%2Fuploads%2F2022%2F06%2Finvestglass-customer-live-chat.jpeg%22%2C%22thumbnail%22%3A%22%2C%2C%22%7D&hash=4f446b87)
因为客户的时间就是金钱。
客户和投资者更喜欢快速、轻松的客户服务体验。InvestGlass 即时客户聊天通过对话信息帮助您实现这些期望。所有对话都存储在瑞士托管服务器上。 简化客户与您联系的方式 随时随地为客户和投资者提供支持。InvestGlass 即时客户聊天在您的 InvestGlass 客户门户网站上提供 WhatsApp、Apple Business Chat、Facebook、Telegram 等现代会话体验。使用对话收件箱简化代理回复
![loading="lazy"](/wp-content/themes/yootheme/cache/25/investglass-pipeline-revenue-252c0222.jpeg)
最需要的客户受益最多
InvestGlass 提供客户支持聊天功能,使您能够与客户保持联系并管理他们的生命周期,不错过任何一个步骤。通过将 InvestGlass CRM 与客户支持聊天连接起来,您可以跟踪客户的一举一动,确保他们得到最好的服务。InvestGlass 提供完整的功能管道,让您可以跟踪客户从最初与您联系到整个生命周期的整个过程。通过将客户支持聊天连接到 InvestGlass,您可以确保始终为客户提供最佳服务。
![loading="lazy"](https://www.investglass.com/wp-admin/admin-ajax.php?action=kernel&p=image&src=%7B%22file%22%3A%22wp-content%2Fuploads%2F2021%2F05%2FSignatys-Landscape-Logo-5-21-2020.png%22%2C%22thumbnail%22%3A%22%2C60%2C%22%7D&hash=79797261)
签名
![loading="lazy"](https://www.investglass.com/wp-admin/admin-ajax.php?action=kernel&p=image&src=%7B%22file%22%3A%22wp-content%2Fuploads%2F2022%2F07%2FConnective-square.png%22%2C%22thumbnail%22%3A%22%2C60%2C%22%7D&hash=38347332)
连接
![Qwil 徽标](https://www.investglass.com/wp-admin/admin-ajax.php?action=kernel&p=image&src=%7B%22file%22%3A%22wp-content%2Fuploads%2F2021%2F06%2Fqan7saxbuqxw96y4ub5e.png%22%2C%22thumbnail%22%3A%22%2C60%2C%22%7D&hash=e6569b10)
Qwil
![loading="lazy"](/wp-content/uploads/2021/06/Capture-decran-2021-06-04-a-15.13.37.png#thumbnail=%2C60%2C&srcset=1)
积分链
微软团队
Trello
![loading="lazy"](https://www.investglass.com/wp-admin/admin-ajax.php?action=kernel&p=image&src=%7B%22file%22%3A%22wp-content%2Fuploads%2F2021%2F06%2FArdis-by-polixis_logo.png%22%2C%22thumbnail%22%3A%22%2C60%2C%22%7D&hash=ef262fcd)
阿迪斯
![投资导航](https://www.investglass.com/wp-admin/admin-ajax.php?action=kernel&p=image&src=%7B%22file%22%3A%22wp-content%2Fuploads%2F2021%2F05%2FCapture-decran-2021-05-21-a-18.00.12.png%22%2C%22thumbnail%22%3A%22%2C60%2C%22%7D&hash=b641dbf8)
投资导航
![loading="lazy"](https://www.investglass.com/wp-admin/admin-ajax.php?action=kernel&p=image&src=%7B%22file%22%3A%22wp-content%2Fuploads%2F2021%2F05%2FNeuroprofiler-logo-officiel.png%22%2C%22thumbnail%22%3A%22%2C60%2C%22%7D&hash=6577588d)
Jira 集成
![loading="lazy"](https://www.investglass.com/wp-admin/admin-ajax.php?action=kernel&p=image&src=%7B%22file%22%3A%22wp-content%2Fuploads%2F2021%2F06%2FConser.jpg%22%2C%22thumbnail%22%3A%22%2C60%2C%22%7D&hash=29693ae1)
保护区
![loading="lazy"](https://www.investglass.com/wp-admin/admin-ajax.php?action=kernel&p=image&src=%7B%22file%22%3A%22wp-content%2Fuploads%2F2021%2F06%2Flogo-2.png%22%2C%22thumbnail%22%3A%22%2C60%2C%22%7D&hash=1a561e88)
静
![loading="lazy"](/wp-content/uploads/2021/06/zapier.png#thumbnail=%2C60%2C&srcset=1)
Zapier
![loading="lazy"](https://www.investglass.com/wp-admin/admin-ajax.php?action=kernel&p=image&src=%7B%22file%22%3A%22wp-content%2Fuploads%2F2022%2F07%2Fintegration-google-sheets.png%22%2C%22thumbnail%22%3A%22%2C60%2C%22%7D&hash=bab57f85)
谷歌
![loading="lazy"](https://www.investglass.com/wp-admin/admin-ajax.php?action=kernel&p=image&src=%7B%22file%22%3A%22wp-content%2Fuploads%2F2021%2F06%2Fimage003-1.png%22%2C%22thumbnail%22%3A%22%2C60%2C%22%7D&hash=ca438abf)