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Live Chat

for Perfex CRM

Talk to website visitors in real time from inside Perfex CRM. Visitor map, co-browsing with consent, offline-to-ticket conversion and embeddable widget — all data stays on your server.

✓Embeddable widget • Co-browsing • GDPR-ready

Used by agencies and SaaS teams to replace Intercom and Crisp.

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Turn website visitors into clients — from your CRM

Live Chat brings website visitor engagement directly into Perfex. Chat, co-browse and convert offline messages to tickets — with the same customer data you already use for projects and invoices.

  • PLCLive Chat

    • Self-hosted live chat inside Perfex CRM. Embed on any site, see visitor country and current page, co-browse with consent, and convert offline chats into support tickets automatically.

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      Top Feature
    • ✓Embed widget on any website
    • ✓Real-time visitor tracking and map
    • ✓Co-browsing with client consent
    • ✓Offline messages to Perfex tickets
    • ✓Canned responses and shortcuts
    • ✓File sharing in chat window
    • ✓Agent availability and routing
    • ✓Self-hosted with zero data leakage
    • ✓Version history with instant rollback

    Four ways to use Live Chat

        Real-time visitor engagement
      • See visitors as they browse the site
      • Proactive chat invitation triggers
      • Visitor page history per session
      • Country detection and timezone
        Co-browsing for support
      • Watch and guide visitor screens live
      • Explicit consent required before start
      • Highlight and annotate elements
      • End session returns full control
        Offline message to ticket
      • Auto-create tickets when agents offline
      • Email notification to agent on reply
      • Full conversation history preserved
      • Assign tickets to project or staff
        Multi-agent team workspace
      • Agent availability and online status
      • Assign conversations to specific agents
      • Internal notes not visible to visitor
      • Chat transfer between agents

      "We killed our Intercom subscription within a month. Chats land right next to client projects, so our support actually knows who they are talking to."

      M
      Lennart KochSupport Lead, Fluxsite Agency

      Intercom sends data away. Live Chat keeps it in your CRM.

          Default Perfex
        • --
          No live chat widget included
        • --No visitor tracking or engagement
        • --No co-browsing capability
        • --Email-only client communication
          Live Chat
        • ✓Self-hosted live chat widget
        • ✓Real-time visitor map and history
        • ✓Co-browsing with consent
        • ✓Offline messages to Perfex tickets
          Intercom / Crisp
        • --Visitor data sent to their servers
        • --Separate customer database
        • --Monthly subscription fees per agent
        • --No native link to Perfex projects

        "We killed our Intercom subscription within a month. Chats land right next to client projects, so our support actually knows who they are talking to."

        M
        Lennart KochSupport Lead, Fluxsite Agency

        Convert more leads. Support better. From one CRM.

            Who is this module for?
          • Agencies with active website traffic
          • SaaS teams replacing Intercom or Crisp
          • Consultancies offering live guidance
          • E-commerce sites using Perfex
            Why in-CRM chat matters
          • Chat visitors turn into CRM contacts
          • Support sees full chat history
          • Project team can join chats easily
          • Tickets link to prior conversations
            Built for modern support teams
          • Self-hosted with GDPR control
          • Co-browsing with explicit consent
          • Multi-agent routing and transfer
          • Mobile-responsive chat window
          ⚡ Built with CPB ⚡ Built with CPB