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CRM Embeddable Widgets

Two lightweight, copy-paste JavaScript widgets that carry your CRM's chat and visitor-intelligence capability onto any website you own — your marketing site, a landing page, your storefront — not just inside the Cash Flow Inventory app itself. Install them once, and every visitor to that external site becomes trackable, chattable, and tied back into the same CRM you already use for leads and support.

Who this is for

  • Businesses with their own marketing website who want live chat and visitor tracking without bolting on a separate third-party tool.
  • Marketing teams who want to know how engaged an anonymous website visitor already is, well before that visitor ever fills out a form.
  • Sales teams who want a new website lead automatically connected to its full browsing history the moment that visitor identifies themselves.

CRM Embeddable Widgets — the main screen

drop a screenshot at assets/screenshots/guides/crm-embeddable-widgets.png to replace this

1. INSTALLATION — TWO SNIPPETS, NO DEVELOPER REQUIRED

  1. Grab a unique site key from your CRM's admin panel.
  2. Paste one script tag onto your website, just before the closing body tag, along with your site key and a few cosmetic options — accent color, your company name, whether visitor tracking is active.
  3. Paste a second script tag right after it. This one is the actual visible chat bubble your visitors see and can click to talk to you, configurable with your own accent color, position on the page, greeting message, and avatar. That's the entire setup — no server-side code, no complex integration work.
Chat Bubble Widget Visitor Behavior Tracking Named Event Tracking Visitor Identification

2. WHAT HAPPENS AUTOMATICALLY, ONCE INSTALLED

Without a single extra line of code from you, the tracker automatically watches:

  • How far visitors scroll down your pages.
  • What they click — both generally, and specifically for any button or element you've tagged for tracking by name (tag your "Add to Cart" button, say, and see exactly how many visitors clicked it, by name, in your CRM). All of it rolls up into a live "visitor intent score": a simple number showing how engaged, and how likely to convert, a given anonymous visitor looks right now, based on everything they've done on your site so far.

3. CONNECTING AN ANONYMOUS VISITOR TO A REAL PERSON

The moment a visitor identifies themselves on your site — they log in, fill out a form — you can link that anonymous browsing session to a real lead record with one line of code. Everything tracked before and after that moment attaches to the actual person, not some anonymous visitor ID, so their full journey — what pages they browsed, what they clicked, when they first showed up — is sitting right there on their CRM record the instant they become a known lead.

4. THE CHAT BUBBLE ITSELF

A separate, self-contained chat bubble gives your external website a real live-chat presence, styled to match your brand — accent color, position, greeting text, your logo — and wired into the exact same CRM backend that handles your support tickets and lead automation. A conversation that starts on your marketing site is already part of the same system your team works from every day.

5. HOW IT CONNECTS TO THE REST OF THE SYSTEM

  • CRM Leads & Decision Brain — an identified visitor becomes a real lead record, ready for AI Lead Automation or a human rep to pick up.
  • Support Tickets / Live Chat — chat conversations started through the widget flow straight into the same ticketing and live-chat system used elsewhere in the CRM.

6. WHY IT SCALES FROM SMB TO ENTERPRISE

01

Small business

Two script tags and you've got a live chat bubble and visitor tracking on your marketing site in minutes — no developer required.

02

Growing business

Named event tracking — tagging specific buttons — lets you see exactly what's working on your site, no separate analytics platform required.

03

Enterprise

A documented visitor-identification API and intent scoring give marketing and sales teams a real, connected view of what's happening before a lead is even captured — wired directly into the same CRM used after conversion, not some siloed analytics tool that never talks to sales.

Quick Reference

Quick reference — where things live 
  Get your site key ........................ CRM > Admin > Site Tracker Keys
  Installation instructions ................ CRM > Admin > Embed Snippet

See this running in your own account

Free to start, no credit card required — most businesses are set up and creating real records within minutes.

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