chatme Book a fit check

A CRM that does more than manage leads.
It also helps improve your ads.

ChatMe connects your campaigns, leads and sales in one place. Every lead is managed through the sales process, and when a deal closes you can report the purchase and the deal value to Meta. That way your ads learn not only who leaves their details, but also who actually buys.

Avi BarakDana's lead · Source: Lead Ads · Came in 4 days ago
Closed
  1. TodayDeal $354Value sent to Meta
  2. YesterdayCall, 6 minutesRecording + AI summary
  3. YesterdayWhatsApp: installment offerRead
  4. 3 days agoEmail: "How it works"Opened
  5. 4 days agoLead came inAssigned to Dana by the "Lead Ads" rule
Offline conversions, included in the CRM

Ads, calls and sales. In one system.

Most CRMs stop when the deal closes. ChatMe goes one step further. When a deal closes, it can report to Meta who bought and for how much, so your campaigns can learn from sales and not just from forms.

  1. Meta ad
  2. Lead comes in
  3. Handled in the CRM
  4. Sales call
  5. Deal closes
  6. Conversion sent to Meta

From the first click to the closed deal. All connected.

Included in the CRM module at no extra cost. Works once you connect your business Meta account.How offline conversions work
Lead management and routing

Every lead reaches the right rep, once.

ChatMe captures leads from every source, recognizes existing customers and routes each inquiry to the right rep by the rules you set. No duplicates, no manual splitting and no leads falling through the cracks.

  • Leads from every source. Leads from campaigns, website forms, WhatsApp and external systems land in one place.
  • Duplicates and returning customers detected. ChatMe spots repeat inquiries, prevents duplicate leads and assigns customers to the rep who knows them.
  • Smart rule-based routing. Decide which rep gets each lead by source, campaign, product, rep performance or preset rules.
  • Automatic distribution between reps. Even split, daily caps and rep priority. All automatic.
Sales and marketing finally talk

The sale closed on the phone.
Meta knows about it.

Instead of measuring only leads and forms, ChatMe connects sales results to your campaigns. When a deal closes, you can send Meta the purchase event and the deal value, to help it see which campaigns bring paying customers.

  • Direct CRM to Meta connection. Sales events go through the Conversions API, with no manual transfer.
  • Send the deal value too. Meta gets the purchase amount, not just a signal that a deal closed.
  • Measure sales, not just leads. See which campaigns actually drive revenue, not just inquiries.
Deal closed in ChatMe$354
Purchase event sent to Metawith the deal value value: 354 USD
Sales data available for measurement

In Ads Manager, next to the campaign that brought the lead, when Meta can match the event.

Illustration. The amount is an example. Events are sent according to the settings and consents you choose.

Quality leads, not just leads

Not every lead is worth the same.
Let Meta learn from the right customers.

Not everyone who leaves their details is a quality prospect. In ChatMe you choose which sales stages matter to your business and send Meta matching events, to improve the signals your campaigns rely on.

You define what a quality lead is. ChatMe helps pass that information to Meta.

Qualified lead

The rep confirmed the lead is relevant.

Example event: CRMQualifiedLead
Meeting scheduled

The customer moved to the next sales stage.

Example event: Schedule
Deal closed

The customer bought and the deal value is known.

Example event: Purchase
Sales reports and performance

Know exactly who closes more, and who needs support.

ChatMe shows your team's performance in one place: close rates, average deal value, revenue and results per rep. So it's easy to see who's leading, who's struggling and where you can improve.

  • Close rate per rep. See who turns more leads into deals.
  • Average deal value. Understand who doesn't just close, but also sells for more.
  • Clear comparison between reps. Spot gaps, strengths and room to improve.
  • The full picture in real time. Revenue, deals, trends and performance over time.
  • Data-driven decisions. Less gut feeling, more control over sales.
Questions

Common questions about the CRM

How is ChatMe's CRM different from other systems?

ChatMe combines lead and customer management with an optional smart dialer and WhatsApp in the same system. Instead of jumping between tools, you run the sales process, calls and customer follow-up from one place. Each module is available separately, so you only pay for what the business really needs.

Does ChatMe fit a small business?

Absolutely. ChatMe fits businesses with a single sales rep as well as large sales teams. You can start with one user, add reps later and grow the system with the business.

Can we move leads and customers from our current system?

Yes. You can import lead and customer data from Excel or CSV files, and connect external systems via API and integrations like Make and Zapier. So you can move to ChatMe without starting from scratch.

Do we have to use the dialer and WhatsApp to work with the CRM?

Not at all. You can use ChatMe's CRM as a standalone system for leads, customers and tasks. The smart dialer and WhatsApp are separate modules you can add at any stage, as the business needs.

How does ChatMe help prevent missed leads?

ChatMe brings all leads into one place, detects duplicates, routes inquiries to the right reps and lets you track the handling status of every lead. With tasks, reminders and sales activity tracking, it's easier to make sure no opportunity slips away.

Do I need technical knowledge to start with ChatMe?

No. ChatMe is built to be simple and easy to use, with a clear workflow. You can get guidance with setup and onboarding to fit the system to your business and start working in an organized way.

Let's connect your sales
to your marketing.

In a 20-minute demo we'll walk through your process together: where your leads come from, how they are assigned, and what a deal looks like in the card.