CRM Software That Lives Where You Talk to Customers

RolChat's CRM keeps contacts, companies and deals beside every conversation - so support and sales work from one clean customer record.

A warm handshake between two professionals at the start of a meeting - RolChat CRM software
A warm handshake between two professionals at the start of a meeting CRM, shown in the RolChat CRM workspace.
Why it matters

One record from first visit to repeat sale

Context with every reply

CRM with live chat means each conversation is attached to the customer record - support and sales see the same history.

A pipeline you can see

Deals on a kanban board with custom stages; run several sales funnels at once.

Data that stays clean

Duplicates are found by email, phone and similar names, then merged in one step.

Sell

A sales pipeline you can drag and drop

See deals as a list or a kanban board you drag across stages. Pipelines fit your process: custom stages, amounts, close forecast, payment methods and status, and attached documents. Run several at once - for example sales separately from win-back.

Lifecycle stage tracking shows where each contact stands, and forecasting projects what is likely to close - so managers plan from data, not guesswork.

A drag-and-drop sales pipeline with deals across stages A sales pipeline you can drag and drop, shown in the RolChat CRM workspace.
A duplicate-contact wizard matching records by email, phone and similar names Contact management software that resists chaos, shown in the RolChat CRM workspace.
Stay clean

Contact management software that resists chaos

Import your contacts from CSV or Excel with a preview, then keep them tidy: a duplicate contact merge wizard finds matches by email, phone and even similar names, and auto-fixes common errors like lowercase names.

Customer segmentation groups people by any condition - city, spend, source, status - for precise outreach, while lead management and lead capture turn first-time enquiries into contacts in one click.

What you get

A CRM that works with conversations

Contacts, companies and deals, kept clean by design.

Contacts & companies

Contacts with company hierarchy.

Pipelines & forecast

Sales pipelines with multiple funnels.

Kanban board

Deal kanban board you drag across stages.

Deduplication

Duplicate detection and contact merge.

Segments

Customer segmentation by any condition.

Lead routing

Lead management with routing rules.

CSV import

CRM import with field mapping and preview.

Identity graph

AI links one customer's records across channels.

CRM software that lives where you talk to customers

RolChat is CRM software designed around conversations. Instead of a separate sales tool, it keeps contacts, companies and deals beside the inbox, so every chat, message and email attaches to one customer record. That makes CRM with live chat a single source of truth for support and sales.

The pipeline is practical: a sales pipeline with a drag-and-drop kanban board, custom stages, multiple funnels, amounts and a close forecast. Lifecycle stage tracking shows where each contact stands, and forecasting projects what will close.

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Clean data is built in. A merge wizard finds duplicate contacts by email, phone and similar names and merges them, while auto-fixes correct common entry errors. You can import your contacts from CSV with a preview and map fields safely.

Customer segmentation software groups contacts by any condition for targeted outreach, and an AI identity graph links a single customer's records across chat, messengers and forms. The result is a clean CRM that is far easier to run than stitching a contact database to a separate help desk.

Frequently asked questions

Is this a full CRM or just contacts?

A full CRM: contacts, companies, deals and pipelines, plus segmentation and lifecycle tracking - all attached to your conversations.

How does it keep data clean?

Built-in deduplication finds duplicates by email, phone and similar names and merges them, with auto-fixes for common errors.

Can I run more than one sales pipeline?

Yes. Run several funnels at once with their own stages, amounts and close forecast on a kanban board.

Can I import my existing contacts?

Yes. CRM import supports CSV and Excel with field mapping and a preview before import.

Keep customers and sales in one place

Run CRM software, pipelines and clean contact data right beside your conversations.