24/7 CRM support without extra staff
Chatref answers franchisee questions instantly from your help docs – no extra hires, no repeating answers.
Featured on
Why it matters
The problem this solves.
Repeat CRM questions
Your team keeps answering the same basic questions about your product over and over.
Stretched support team
Peak hours overwhelm your support staff, leaving customers waiting.
Outdated docs across regions
Keeping CRM documents updated and consistent globally is a constant challenge.
Missed leads overnight
Questions go unanswered when your support team is offline, costing you potential customers.
The Chatref solution
Keep CRM migrations smooth.
A prospect hits a snag during CRM migration and pauses their trial. They ask Chatref. AI pulls the exact next step from your old migration guide. The switch finishes. They upgrade – no queue, no wait, no trial lost to friction
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ from your old help docs – no new training needed.
Resolve ‘Where’s my data?’ in the chat with one click – no email loops.
Capture warm leads from customers asking about CRM moves.
Turn chat insights into fixes for your migration gaps.
Under the hood
The features that power it.
More CRM solutions
Solve the next job too.
See all of them on the Chatref for Real Estate Franchises hub.
Loved by support teams
Teams cut support volume in half with Chatref
How businesses scale CRM help without adding headcount or content
Imports used to stall halfway and land in our queue. Now Chatref walks users through field mapping from our own guide, and most finish without us. Our admins handle the real migrations again.
Chatref answers 80% of CRM questions from our own docs – no more generic chatbot replies. Our team handles only the tricky cases.
Our franchisees now onboard faster with instant answers from our CRM guide. No more waiting for support during business hours.
of import questions answered before they reach the team
One set of CRM docs now supports every region. We no longer need translated content or regional support teams.
Won’t outdated content make the AI give wrong answers?
You control what’s imported. Start with your best guides, then use insights to update gaps. The AI only answers from what you provide.
How quick is setup during a migration?
Just minutes. Upload your content, add one widget snippet, and your AI starts answering – no coding or rewrites needed.
Does it work with content in different formats?
Yes. It pulls from help docs, guides, site pages, and files – all in one place for consistent answers across languages.
Is my content kept private?
Absolutely. Chatref only uses what you import – never searches the web or shares your data.
Will customers notice any change?
No. Your AI answers in your brand’s voice using your content – same help, just faster and 24/7.
Can it answer questions about import formats?
Yes. It pulls answers straight from your import guides, showing users the exact steps you’ve written.
What if imports fail?
It lists common issues from your docs and hands off to your team with full context for anything unusual.
Does it help with field mapping?
Yes. It guides users through matching columns to fields using your documentation rules.
Keep CRM support flowing 24/7 – free to start
Paste your help docs and let AI answer franchisee questions instantly in your brand’s voice.
Part of Chatref for Chatref for Real Estate Franchises · Real Estate hub · pricing.