Products
Industries
Company
Resources
As of March 2024 we have renamed Apexchat to Blazeo. We are excited to share the next part of our journey with our customers and partners.
The name ApexChat implies that we are primarily a chat company, which is no longer true. Now we have many offerings, such as call center services, AI, Appointment setting, SMS Enablement, Market Automation, and Sales acceleration (Q2 2024), that go beyond chat. The new name will not only allow us to convey the breadth of our offering but will also better convey our company’s mission and values.
Blazeo, which is derived from the word Blaze, evokes a sense of passion, speed, and energy. A “Blaze” is captivating, illuminates, and represents explosive growth. Blazeo encapsulates our mission to ignite such growth for our customers and partners by delivering innovation with passion, speed, and energy.
In many organizations, sales and support work like two separate worlds. Both focus on the customer, but they use different tools and processes. If you want to learn how to bring sales and support teams together in one CRM platform, you’re in the right place. This will help improve teamwork and provide clear information. Sales teams use pipelines and CRM notes. Support teams handle tickets and case logs. When these two areas do not connect, important customer information can be lost. This can frustrate clients and hurt revenue.
But what if both teams could operate from the same playbook, using a single source of truth? That’s exactly what Blazeo CRM makes possible.
This isn’t just about convenience. It's about creating a unified customer experience with seamless handoffs, actionable data, and ensuring every conversation is clearly understood.
Let’s start with what goes wrong when your teams don’t speak the same language.
Support frequently detects early buying signals like requests for new features or regional expansion. But if those insights aren’t logged in a way that sales can see and act on, the opportunity disappears. So does the revenue.
Customers hate repeating themselves. When support doesn’t know a lead’s history with the sales team — or vice versa — it forces users to rehash old information. That erodes trust and slows down resolution times.
Without a shared system, tasks get duplicated or dropped. Sales follow up on leads support has already closed. Support opens tickets for issues sales addressed during onboarding. It’s chaos, but harder to spot until it’s already impacted the customer.
A CRM single source of truth consolidates all customer interactions, such as sales, support, and demos, in one location.
This unified approach helps you:
Also read: CRM Platforms: The Key to Lead Management Success
Blazeo CRM is purpose-built to support alignment. It doesn’t just store contact data. It builds a dynamic customer profile by integrating sales, support, and operations data.
Whether a customer fills out a sales form or raises a support ticket, the interaction is logged under the same contact record. That means both teams have full context every time they engage.
Blazeo’s live activity timeline shows every update. This includes sales notes, calls, support tickets, and internal comments. Your team will never miss a beat.
To turn Blazeo CRM into your unified hub, follow these key steps:
Start by identifying the data both teams need. For example:
Use Blazeo’s drag-and-drop schema builder to create these fields and organize them logically.
Not everyone needs access to everything. Blazeo lets you control who can view, edit, or comment on specific data points. This keeps sensitive data protected while still allowing cross-functional insights.
Example:
Sales teams can view open support tickets to better understand customer health.
Support agents can see deal stages to prioritize onboarding requests.
Also read: The Future of AI-Powered CRM Systems: Transforming Customer Relationship Management
Creating a single source of truth isn’t a one-time project. It requires smart systems and habits to keep it accurate and valuable. Blazeo helps make that sustainable.
Establish clear rules for how data is entered. Use naming conventions, required fields, and drop-down menus instead of free text to reduce human error. Blazeo allows you to set validation rules to ensure consistency.
Set time each quarter to review and clean your data. Look for outdated contacts, duplicates, or incomplete records. Blazeo provides audit templates that make this process quick and actionable.
Imagine this: A logistics SaaS company adopts Blazeo to unify its sales and support workflows. In just 60 days, they could see results like:
Their success came from one simple shift — making every team work from the same complete customer profile.
If your CRM only serves sales or support, you’re only seeing half the customer journey. Blazeo CRM helps your revenue team work together better. It allows them to act faster and achieve smarter results. Everyone uses one trusted source of information. Blazeo CRM gives a reliable source of truth. This helps your team collaborate more effectively and deliver better outcomes.
Want to experience the difference?
Live chat
AI chatbot
Voice call centers
Appointment scheduling
Retainer signing
Home services
Lawyers and firms
Medical services
College admissions
Real estate agents
Marketing agencies
About
Partner program
Blog
Login