Live chat for lead generation and sales
Someone with a question about price or fit is close to buying. Answer them while they are on the page, save their details and follow up from one place.
Why website enquiries go cold
A contact form asks a keen buyer to stop, write an email and wait. Meanwhile, they keep browsing.
- A simple question about price or delivery goes unanswered, so the visitor leaves to check somewhere else.
- Details from a good conversation stay in the chat window and never reach whoever follows up.
- Nobody can say which enquiries are still live, because they are spread across inboxes and notes.
- Everyone assumes someone else has replied.
How Orbis Chat turns a chat into a lead
The chat, the contact and the deal all sit in one place, so nothing needs copying between systems.
Pre-chat form
Ask for a name and email before the chat starts, so you can follow up if the visitor leaves. See the live chat features.
Contacts with notes
Save a visitor as a contact from the chat and add what you learned about them.
Deals pipeline
Add a deal with a value and move it through New, Qualified, Proposal, Won or Lost.
Tasks and activities
Set a dated task such as "send the quote on Friday" so a warm lead does not slip.
Departments and routing
Send sales enquiries to the people who sell. Chats are shared round-robin between those online.
Worked example: a wholesale enquiry
A fictional candle maker gets a question from a gift shop owner on its wholesale page.
A trigger opens the conversation
After 15 seconds on the wholesale page, a message asks if they would like the trade price list.
The chat goes to the right person
A keyword rule tags the chat "wholesale" and it goes to the gifts and wholesale department.
The agent saves the lead
They save the visitor as a contact, add a note about the Christmas order and create a deal with its value.
Follow-up goes in the diary
A task to send the price list appears with a due date, and the deal moves to Proposal when it goes out.
This is an illustration of how the features fit together, not a real customer story.
Frequently asked questions
Do I need a separate CRM?
Not for simple sales. Orbis Chat includes contacts with notes, a deals pipeline and tasks. If you already use a CRM, you can connect it yourself using the REST API and signed webhooks.
Can I capture details if nobody is online?
Yes. When you are offline, visitors see an offline form, and their message becomes a ticket with their contact details.
Does lead capture cost extra?
No. Contacts, deals and tasks are part of Orbis Chat. The only paid option is removing the branding link, at £2.99 per month, per website.
