Guide clients instantly on free CRM tools
Chatref answers questions about Wise Agent and IXACT Contact from your own content – scale support without adding headcount.
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Why it matters
The problem this solves.
Repeat questions
Your team keeps answering the same CRM setup questions over and over.
Slow onboarding
New users struggle to find the exact next step in your help docs.
No lead tracking
You miss capturing warm leads from CRM support chats.
The Chatref solution
Keep CRM support alive 24/7.
Your product grows. Support questions grow with it. Chatref keeps up – 24/7, in your brand’s voice. AI answers instantly from your own content. Human agents step in only for the cases that need them. Scale support without adding headcount.
Real questions
What Chatref answers here.
‘How do I switch CRMs?’ – answered instantly from your docs.
‘Where’s my data?’ – resolved in chat with one click, no back-and-forth.
Capture leads when customers ask about CRM moves – follow up later.
Fix gaps in your migration guides with chat insights.
AI handles CRM questions 24/7 – even when support is closed.
‘Is there a free CRM for real estate agents?’ – answered instantly.
Under the hood
The features that power it.
More CRM solutions
Solve the next job too.
See all of them on the Chatref for Residential Brokerages hub.
Loved by support teams
Teams cut CRM support questions in half
How businesses guide clients instantly on free CRM tools with their own 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 CRM questions in our brand’s voice – not generic chatbot speak. Clients trust the advice more.
One AI agent handles all CRM support across channels and languages. We no longer need regional teams.
of import questions answered before they reach the team
Pay-as-you-go pricing means we scale support without adding headcount as our brokerage grows.
Won’t clients prefer talking to a human about CRMs?
Chatref resolves 90% of CRM questions instantly – clients get answers fast, and humans handle only the complex cases.
How do I know Chatref won’t give wrong CRM setup advice?
Chatref answers only from your own CRM guides – no made-up responses like generic chatbots.
Do I need to train my team to use Chatref?
No training needed. Chatref works alongside your existing support tools – just add content and drop in the widget.
What if clients ask about CRMs we don’t support?
Chatref routes unsupported CRM questions to your team seamlessly with full context.
Won’t importing old content just bring in outdated answers?
You choose what to import. Start with your best guides, then use built-in insights to spot what needs updating.
How long does setup take during a migration?
Minutes. Upload your content, drop in one widget snippet, and your AI starts answering.
What if my old content is in different formats or languages?
Chatref works with help docs, guides, site pages, and files. It answers across languages from one set of imported content.
Guide CRM clients instantly – free start
Paste your help docs and let AI answer questions in your brand’s voice.
Part of Chatref for Chatref for Residential Brokerages · Real Estate hub · pricing.