Chatly by Ventera
Chat-Based CRM for Sales and Customer Service Teams.
Chatly brings customer conversations, lead data, follow-ups, and payments together in one inbox that is easy for the team to use.
It comes with AI that helps with conversation tagging, reply suggestions, lead prioritization, and tidier customer service workflows.
Leads come in from many channels. Follow-ups still slip through the cracks.
Many sales and customer service teams still rely on personal WhatsApp accounts, internal groups, spreadsheets, and manual notes to handle customers.
As a result, lead status is hard to track, conversation history isn't properly documented, follow-ups are easily missed, and management doesn't always know sales progress in real time.
The problem gets worse as chat volume grows, customers ask the same things over and over, or team members change and the conversation history disappears with them.
Chatly helps bring conversations, customer data, the pipeline, and follow-ups together in one more structured workflow.
Chatly as the hub for sales and customer service work.
Chatly brings customer conversations, contact data, the sales pipeline, and follow-ups together in one team inbox that is tidier and easier to monitor.
Unified Inbox Multi-Channel
Manage customer conversations from WhatsApp and other digital channels in one dashboard, so the team doesn't have to jump between apps to reply to customers.
WhatsApp Multi-Number
Use multiple WhatsApp Business numbers in one system to split conversations by team, branch, brand, or other operational needs.
AI Reply Suggestion
Help the team reply faster with AI reply suggestions based on the conversation context, customer history, and available information.
Visual Pipeline
Track lead status and sales opportunities through a clear pipeline, from new lead to follow-up, negotiation, and closed deal.
Lead Capture & Attribution
Capture leads from ads, websites, forms, and other digital channels so each prospect's source is easier to trace from first contact until they become a customer.
Quotation & Document Flow
Create and send quotations, documents, or contracts from the same workflow, including integration with SignAja for digital signatures.
SLA & Team Monitoring
Monitor response times, conversation distribution, agent activity, and customer escalations so service quality is easier to maintain.
Flexible Integration
Connect Chatly with chatbots, payments, customer databases, or internal company systems to fit your business workflow.
From customer chats to more connected business workflows.
Chatly becomes the hub for customer conversations and can connect with other Ventera solutions, from chatbots, documents, and knowledge bases to finance and business intelligence.
- Ventera ChatbotHandle customers' initial questions automatically, then pass them to an agent in Chatly when human help is needed.
- SignAjaSend documents, quotations, or contracts from the conversation flow and move on to digital signing.
- Ventera CopilotHelp sales and CS teams find product information, SOPs, pricing, or knowledge base content while handling customers.
- FinoraConnect transaction or deal data to finance processes so invoices, payments, and reports are easier to follow up on.
- Intellix AITurn conversation, pipeline, and customer activity data into insights for sales, CS, and management reports.
Chatly
Start managing customer chats in a more organized way.
Tell us about your current sales and customer service process. The Ventera team will help you see how Chatly can bring conversations, leads, the pipeline, and follow-ups together in one team inbox.
One inbox for sales, CS, and customers.