See it in action
How this capability is packaged by plan
| Plan | Availability |
|---|---|
| Free Forever | |
| Software Only | |
| Growth Engine | |
| RevOps Partner |
What teams usually care about here
Supports inbound conversion without forcing visitors into static forms only
Useful for after-hours qualification, FAQ coverage, and faster first response
Works best when paired with visitor tracking, routing, and follow-up automation
How this fits the buying decision
Buyers usually do not evaluate web chat assistant in isolation. They want to know whether it improves execution, reporting, handoffs, and accountability inside the broader CRM workflow. That is why this capability matters most when it is connected to records, ownership, activity history, and manager review rather than living in a separate point tool.
The real decision is often less about whether a box is checked and more about how much depth the team needs. Lower tiers may be enough when the workflow is simple or the volume is small. Higher tiers become more valuable when teams need governance, faster response expectations, specialist execution, or a repeatable operating cadence around the process.
If this capability is important to your rollout, compare it in the context of the whole plan. That includes related workflows, support level, reporting expectations, and whether your team will manage the motion itself or rely on managed RevOps help to keep it consistent.
Related Pricing Capabilities
Invoices
CRM-native invoice creation that links billing directly to won deals so sales and operations share a single view of what has been sent.
Expenses
Expense logging inside the CRM so teams can track costs alongside revenue and keep deal-level margins visible.
Payments Received
Payment status tracking that gives sales and operations a shared view of what has been collected against sent invoices.
Revenue tracking
A consolidated view of revenue across won deals, invoices, and payment status so leaders can see pipeline health and cash reality in one place.
HelloMail inbox
A CRM-connected email workspace for tracking conversations, templated outreach, and team visibility into inbox activity.
Built-in Dialer
Calling capability inside the CRM so reps can dial, log activity, and review call context without extra tools.