Kiflo PRM & Crisp Integration

The Partner Relationship Management Software Built for Transparency

Kiflo PRM & Crisp Integration: Deliver Partner Support Without Leaving the Portal

With Kiflo’s native integration with Crisp, you can offer real-time, in-platform messaging for your partners, helping them get quick answers, stay engaged, and confidently move deals forward.
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Benefits of the integration

The Kiflo and Crisp integration helps you deliver a better partner experience by offering responsive, contextual support at the exact moment it’s needed.
Support in real time
Let partners chat with your team directly from the partner portal.
Keep conversations contextual
Partner identity and deal info appear right in your Crisp inbox.
Speed up problem-solving
Resolve issues before they become revenue blockers.
Strengthen relationships
Be there for your partners throughout their journey, not just when something goes wrong.
Scale partner success
Handle more interactions without losing personalization.
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How it works

Connect Crisp to Kiflo in Minutes

Start by connecting your Crisp account to Kiflo using your Website ID. This allows you to embed the Crisp chat window inside the partner portal.

  • Go to the Integrations tab in Kiflo.
  • Select Crisp.chat and click "Add to Kiflo."
  • Paste your Website ID and click Save.

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Chat with Partners Inside the Portal

Once the integration is live, your partners will see the Crisp icon in their portal. They can start a conversation with your team right from where they are, whether checking a lead or reviewing deal status.

  • Chats include the partner's name, email, and company automatically.
  • Messages appear in your Crisp dashboard like any other live conversation.
  • Conversations are tied to specific partner activity for a richer context.
Identify Partners Automatically

Every conversation in Crisp includes key partner data, like company name, shown in the visitor data section of your Crisp dashboard.

  • Helps your team prioritize and personalize responses.
  • Makes it easy to track who’s reaching out and why.
  • Reduces the need for back-and-forth clarification.

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Test and Go Live Easily

Once setup is complete, simply log in as a partner to verify that Crisp is showing inside the portal. Send a message and confirm that all partner details are visible in your Crisp inbox.

  • Messages display partner email, name, and organization.
  • Crisp shows this information in the sidebar for fast triage and response.

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Book your demo and start providing live support for your partners.
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