Go to website
Do more with your Crisp contacts.
Automatically push data to your Crisp CRM
How can I automatically set custom data?
How can I push user events?
How can I automatically set user segments?
How can I automatically set user nickname?
How can I automatically set user company?
Move your CRM data in and out of Crisp
How to import my user data?
If you want to use existing data from your own database or import data from a previous provider, Crisp offers import options for your contacts Crisp uses CSV as a data import option. 1. Retrieve your data As Crisp uses CSV to import your data, you need to gather your data in a CSV file. 2. Go to the Crisp Contacts Tab Connect to app.crisp.chat Go to the Contacts tab On the upper r
How to export user data?
Crisp offer CSV export for your contacts. These information are available inside Crisp CRM that is available from the Unlimited plan. Crisp is using CSV to as data import option. 1. Retrieve your data Connect to app.crisp.chat Go to the Contacts tab On the upper right corner, click on export contact profiles. Your contacts will be then exported. This could take few minutes depending on how many contacts you have You will receive a notification vi
Use-cases built around the Crisp CRM
How to monitor user ratings thanks to Crisp?
Enhancing your customer experience is something we really thrive on at Crisp. To help you, we've designed a feature that will help your business to know how your customers have felt while dealing with your support. Thanks to Crisp, you can improve your cus
How to create a tracking plan for your customers lifecycle?
The purpose of a tracking plan is to define the key stages of your lifecycle, and make sure that tracking is consistent in all your customers' lifecycle The key part of a tracking plan is not to measure everything but rather being able to follow the key steps to help you better understand where your funnel needs improvements. 1. Map out your customers' lifecycle What are the key stages of the lifecycle? Where do people become aware of your business? What qualifies them to bec
How to take advantage of customer feedback?
Using customer feedback to improve customer experience is something we really thrive on at Crisp. From now you can export new user feedback through a webhook, here's how you should do. Customers feedback are centralized inside your analytics Until now, feedback were centralized inside the Analytics tabs. It allowed you to monitor each feedback, given per users. You could then return back to the c
How to create a newsletter subscribe form with Crisp?
How to collect a users name and email to save them as a Contact in Crisp with an email collection form.
Common questions about the Crisp CRM
How can I configure my contact email & phone number?
Crisp allows you to set alternative ways for users to reach you: by email, or by phone. This article describes how you can configure those contact details. Those alternative contact details will be visible in emails Crisp sends to your users when you reply to a message they sent, as "Call Us" and "Email Us". Emails will show alternative contact details **Here's how to procee
What is a segment and how can it help your team?
Segments are essential tools when using Crisp, they can help in a lot of ways. To better understand what they are and how to use this feature, this article is set to give you everything you need. This guide goes into explaining what is a segment and how it works. Segments are vital if you want to make the most out of Crisp. That's why it is an essential read if you're getting started with our platform. Coming from Intercom? Segments are known as tags. What is a segment? A segment i
What is custom data and why is it powerful?
Whether you're an e-commerce, a SaaS, a retailer or a real estate, you store key data about your activity and your customers. This data, called custom data, can be brought from your existing database to Crisp. Here is why it is important and how you should use this feature to build the best customer experience. What is custom data? So custom data is the data that you can bring from your existing backend, e-commerce or any database that stores your key data. It's important for you to thi
How to create advanced filter?
Advanced filters are made to make your life easier. They can be used to filter contacts and build targeting list for your campaigns. Here's how to get started with advanced filters. Within your contact management tab inside Crisp, you have the ability to build advanced filters to display a special list of users. What is an advanced filter? An advanced filter is a feature that allows anyone in the Unlimited plan to filter con