Category Archives: Live Chat

Crowdstream – Live Chat Product Review Product Review:


Live chat is a proven tool for engaging with website visitors in real-time to assist them in their user journey. Whether it’s problem resolution, customer feedback, or just providing reassurance to visitors that they can have a conversation almost instantly if they get into difficulties. However, most live chat solutions charge a set amount per agent using the software concurrently. This can lead to a significant increase in costs as a website scales up to respond to traffic growth.

Unlimited Users:

Crowdstream, a new entrant to the live chat and CRM market aims to change this business model by having no limit on the number of agents concurrently using their software. As you can see from the table below Crowdstream’s pricing structure is based around the number of customer profiles you need rather than the number of chat hosts working simultaneously. If you need live chat for your personal website then Crowdstream may not be for you, but if you want to add or remove agents as and when you need them Crowdstream gives you the flexibility to do so without any cost implications.

Image of price comparison table for Live Chat software solutions
Source:, 2016


So what are the main benefits of Crowdstream as a live chat and CRM solution?

  • You can contact anonymous visitors on your site and begin a conversation to find out what they are looking for and capture potential sales leads.
  • Allow visitors to contact you if there are in difficulty or would like to ask questions about your site.
  • The chat button is customisable. You can change the location, colour, labels and the shape of the button.
  • Create profiles of customers and prospects in the UI and Crowdstream will enrich the profile with names, photos, and social data to allow you to build real relationships with your customers when they are online.

Image of composing a message using

  • Send messages to visitors using integrated analytics and create smart segments with triggers to message prospects or customers based upon actual behaviour.
  • Create broadcast messages to communicate to all visitors or specific segments in a non-intrusive way.

Image of insights dashboard

  • The real-time dashboard provides instant information on the precise content that users are browsing, their traffic source, language, location and their level of engagement. This allows you to build up a picture of individual customers which you can use to target them with relevant messages.

Crowdstream also easily integrates with popular solutions such as Google’s Search Console, MailChimp, Stripe and Mandrill. I integrated with Google’s Search Console with a couple of clicks and then had access to data on source of traffic and keywords.

To summarise Crowdstream is a flexible and cost effective live chat solution that also offers light CRM functionality to proactively target customer segments according to their online behaviour. The broadcast function is great for generic communications, but the real benefit of Crowdstream is the ability to have conversations with individual customers and prospects in real-time to build establish and build lasting relationships with your visitors.


Thank you for reading my post and if you found it useful please share using the social media icons on the page.

You can view my full Digital Marketing and Optimization Toolbox here.

To browse links to all my posts on one page please click here.

  • Neal has had articles published on website optimisation on  and as an ex-research and insight manager on the GreenBook Blog research website.  If you wish to contact Neal please send an email to You can follow Neal on Twitter @northresearch and view his LinkedIn profile.


How To Improve Sales Using Live Chat.

What Are The Benefits of Live Chat?

Updated 2nd April 2017:

Improve visitor engagement, reduce bounce rates and cut operational costs by offering real-time interaction with customers whilst they are on your website. Why wait until they have left your site to try and contact them?

Live Chat is the ideal solution for dealing with a number of issues to do with your website. There are six main benefits of integrating live chat on your site:

Benefits of Live Chat:


  • Pain points – When a customer has a frustration or an unmet need, live chat can help resolve these ‘pain points’ by giving them instant access to a company representative.
  • Increased sales – Live chat is a proven tool for increasing sales because if a customer becomes confused or unsure about something they can be walked through the process by
    customer services using the live chat tool. This helps reduce visitors dropping out of key revenue generating customer journeys and puts the company representative in a good position to recommend additional products.

image of live chat box on homepage

  • It gives you a competitive advantage – Many websites don’t offer live chat on their websites or only for a limited number of customers (e.g. registered customers). Given the benefits to your customers and your organisation of integrating live chat across key touch points on your website you will be able to leverage it as a competitive advantage. Ensure it is available for new customers, whether on your sign-up form or on your homepage as they often need more assistance than existing customers.
  • It’s convenient and reassures customers – A live chat system provides immediate access to help for customers who may be struggling to find what they are looking for on your website. The presence of live chat also provides reassurance to visitors that
    they will be able to contact someone easily and conveniently if they do get into difficulties on your website.

image of live chat box on

  •  It reduces expenses – Live chat can save on staff time and phone expenses by lowering average interaction costs and improve contact centre efficiency by enabling employees to handle
    multiple chats. As staff spend less time on the phone because customers can use live chat to contact Customer Services this means that contact centre operators can multi-task during chat conversations and reduce the waiting queue significantly compared to a traditional call centre.
  • Live chat allows you to gather feedback about your website – Having the ability to communicate directly with visitors whilst they are browsing your website gives you the opportunity to gather feedback on your website and generate ideas for improving the user experience and revenues.

Live chat services can lead to a significant uplift in revenues to provide a substantial return on investment. Here is a link to a great infographic that summarises many of the benefits of live chat.

All the providers listed below offer free trial periods and so you can test them out without making any financial commitment.

Live Chat Providers:


1. Boldchat: An enterprise chat software that offers innovative features including an automated, tiered chat routing that manages
chats between agents and has extensive monitoring and reporting capabilities.

The open API allows surveys, chat windows and promotional pop-ups to be extensively customised. It allows agents to assist visitors to fill out forms, complete purchases in the shopping cart and access technical support. The dashboard also allows agents to see the customer’s referring webpage, keywords they used, their geographical location and their chat history. Free demo.

Image of home page

2. Click4Assistance: A fully customisable live-chat facility that
offers a comprehensive range of features including extensive real-time monitoring, 1 or 2 way video chat, offer demonstrations, ask for feedback or gather leads, and design multiple fully configurable forms. Dashboard allows agents to view how visitor’s arrived at website, their location and much more. Offers full integration with CRM systems, social media platforms and Google Analytics.   21 day Free trial.



3. A new but flexible and cost effective live chat solution that also offers light CRM functionality to proactively target customer segments according to their online behaviour. The chat button is customisable, with email alerts to keep you up-to-date with activity and you can even respond to messages when offline as Crowdstream will email you any messages whilst you are away.

The solution allows you to create smart segments with triggers based upon customer behaviour and you can also broadcast messages in a non-intrusive way to all visitors or just to specific customer segments.

The Starter plan (up to 2,000 profiles) is available for just £35 per month, whilst the Growth plan (up to 5,000 profiles) costs £75 per month. A Business plan (up to 25,000 profiles) is also available for £195 per month. All plans include a 14 day Free trial.

Image of home page

4. Liveperson: Offers an enterprise fully customisable
live-chat facility including real-time monitoring, allowing chat windows and promotional pop-ups to be extensively tailored. Comprehensive dashboards at campaign-level for understanding how engagement is affecting your KPIs and operational level for how your agents are performing.  30 day Free trial.

Image of homepage

5. Velaro: Enterprise and small business live chat software which is fully customisable allowing chat windows to be tailored to your business needs. Extensive dashboard enables behaviour of visitors to be tracked and monitored to improve engagement. The missed chat report allows you to view a list of all the times a chat request was made and how an agent responded to the request. Monitor agent login activity using an agent login report which tracks when agents are working, on a break or actively chatting.  Has a Free
trial offer.

Image of homepage

6. A comprehensive live chat  solution that offers instant messaging and video calls. A single plan is available at just €9 a month with no limit on the number of visitors, tickets or calls. It also offers simple integration with full support.  A free trial is also available.

Image of homepage for live chat


7. Whoson: Provides a suite of plans from 1 user to enterprise. Provides intelligent targeting for a personalized experience.
Dynamically invite visitors with a personalized message based on their predicted requirements. Allows you to create rules and triggers – based on visitor behaviour – with specific actions allowing you to segment visitors into categories such as geographic location and repeat visitors.  A 30 day free trial 


8.  Zopim + Zendesk: Offers a unique chat design along with a
wide range of contact options to help build customer engagement.  Zopim’s services also give you analytical tools for understanding your customers’ needs and making better business decisions. The
chat window customisation options are limited to changing your window to match company brand colours.





Live chat solutions offer a win-win situation. Free trails give you the opportunity to work out which one works best for you and customers get a simple and instant means of contacting you when they need your help.  That is not to say you don’t have to put the policies and procedures in place to manage live chat. However, live chat does give you an opportunity to engage with customers when it most matters and encourages a two-way conversation so that both parties benefit.

Thank you for reading my post. If you found it useful please share it using the social media button below.

You can view my full Digital Marketing and Optimization Toolbox here.

To browse links to all my posts on one page please click here.

  • Neal has had articles published on website optimisation on  and as an ex-research and insight manager on the GreenBook Blog research website.  If you wish to contact Neal please send an email to You can follow Neal on Twitter @northresearch, see his LinkedIn profile or connect on Facebook.