Manage your CRM
without leaving the chat
When you open a conversation, the customer's CRM record appears right next to the chat. Without ever switching to the CRM, your agent reassigns the owner, advances the stage, and adds a comment to the record — straight from the conversation. Changes are written back to the CRM instantly.
Bitrix24 · Zoho · HubSpot · GoHighLevel — chosen automatically based on the conversation's provider
Ayşe Demir
online
CRM Record
Owner
Stage
Comment
Chat on the left, CRM record on the right — all in one screen
What it does
Open the conversation, and the CRM record is right there
When you open a conversation in FlexInbox, the customer's CRM record appears next to the chat. Your agent never has to switch to the CRM.
The record appears automatically
The moment a conversation opens, the customer's CRM record shows up beside the conversation screen.
The provider is picked for you
Based on the CRM provider that owns the conversation, the right Bitrix24, Zoho, HubSpot, or GoHighLevel record loads automatically.
Your agent stays in the chat
Handle owner, stage, and comment actions from inside the conversation. Changes are written back to the CRM instantly.
Three core actions
Three actions from the chat
Update the CRM record without leaving the conversation screen.
Reassign the owner
Assign the record's owner from the chat, or hand it off to another agent.
Owner
Advance the stage
Change the deal/lead stage in the pipeline; move the record on to the next stage.
Stage
Add a comment
Write your call note or comment straight onto the CRM record; keep the whole team on the same page.
Comment
CRM record
A live record beside the conversation
At the top of the record are the customer's name and the conversation's provider badge. The owner row, stage menu, and comment box live here; every action is written back to the CRM instantly.
Owner row
"Owner: Ayşe K." — change it in one click.
Stage menu
"Stage: Meeting" — advance it with the Proposal and Won options.
Comment box
Type your note, hit Add; it lands on the CRM record.
Ayşe Demir
Deal · #4821
Owner
Ayşe K.
Stage
Comment
Across every CRM
The same experience, across four CRMs
Manage Bitrix24, Zoho, HubSpot, and GoHighLevel records the exact same way.
Why it matters
Staying on one screen wins more business
Agents never switch to the CRM
No tab-switching — the work gets done right from the conversation screen. Wasted time disappears.
Records stay up to date
Because owner and stage changes are applied instantly, the CRM always reflects the real state of play.
Updates made in context
Comments and stage changes are added in the exact context of that conversation; the team stays on the same page.
Start managing your CRM from the chat
Reassign the owner, advance the stage, add a comment — all from the conversation screen. Get started free.