MaxCRM
Built-in CRM to manage contacts and customer relationships
MaxCRM Overview
MaxCRM is ChatMaxima's built-in customer relationship management system that helps you organize contacts, track interactions, and manage customer data.
Contacts
Contact Profile
Each contact contains:
- Basic Info - Name, phone, email
- Channel Info - Connected messaging accounts
- Custom Fields - Your defined attributes
- Tags - Labels for segmentation
- Notes - Internal annotations
- Conversation History - All past interactions
Adding Contacts
Automatic Creation
Contacts are created automatically when:
- A new customer messages you
- Form submissions on your website
- Import from integrations
Manual Creation
- Go to MaxCRM → Add Contact
- Enter contact details
- Add custom fields and tags
- Save
Importing Contacts
Import contacts via:
- CSV Upload - Bulk import from spreadsheet
- API - Programmatic import
- Integrations - Sync from other CRMs
Segmentation
Tags
Create and apply tags to organize contacts:
- Customer type (Lead, Customer, VIP)
- Interest areas
- Source channel
- Custom categories
Lists
Create dynamic or static lists:
- Static Lists - Manually curated
- Dynamic Lists - Auto-update based on criteria
Filters
Filter contacts by:
- Tags
- Custom field values
- Last interaction date
- Channel
- Location
Custom Fields
Create custom fields to store additional data:
| Field Type | Example Use |
|---|---|
| Text | Company name |
| Number | Order count |
| Date | Birthday |
| Dropdown | Customer tier |
| Checkbox | Newsletter opt-in |
| URL | Website |
Contact Timeline
View complete interaction history:
- All conversations
- Ticket history
- Campaign interactions
- Notes and updates
- Field changes
Bulk Actions
Perform actions on multiple contacts:
- Add/remove tags
- Export to CSV
- Delete contacts
- Send broadcast messages
- Update custom fields