Dossier organizes customer conversations in Hubspot. Sync contacts, email and chats with HubSpot automatically.
Contacts are intelligently synced from your email and added to HubSpot, auto-magically.
Your email inbox synced, sorted and organized in HubSpot, so you and your team will never miss a beat.
Website chat transcripts synced to HubSpot, so leads will never slip though the cracks again.
All your companies, contacts, emails, and chats synced to HubSpot—instantly
Sync your Gmail or Outlook 365 inbox.
Create intelligent "dossiers" for clients.
Organize client docs, tasks and contacts.
Add web site chat in minutes.
Respond to chats on your phone or email.
Know when site visitors return.
Use the team-friendly features of Dossier to respond to your customers and leads and collaborate in real time. All your data is always synced to HubSpot, so you never have to worry about updating your CRM.
Convert emails to tasks and assign them.
Get bcc'd when a customer emails anyone.
Email tags help you find open requests.
Manage your prospects and customers as they move though your sales process. Your sales team has all the information at their fingertips when responding to customers.
Chat transcript for leads on your website are automatically synced to HubSpot. So you team always knows what's happening, with each lead.
There is a “water drop” sound on her smartphone, indicating a chat on her agency website, and the person chatting has a question: “If I had an escalation right now, at 3 a.m. your time — how quickly would your agency handle it?”
It is a truth universally acknowledged, that a salesperson gets a thrill from closing a deal. Little is it acknowledged, however, that closing deals requires more teamwork than ever before.