Contacts and CRM

Free

Know who you are talking to

A contact record for every customer, beside every conversation

ZChat files each customer under a contact, with their details, the attributes your team cares about, internal notes and every conversation they have had. Agents see the contact next to the chat, so nobody asks for the same account number twice.

Contacts are free on every edition, with unlimited agents. This page describes the ASP.NET Core edition of ZChat 2.0.5; the separate Web Forms package does not include the 2.0.5 additions.

Custom attributes

Define the fields your business needs, such as plan, renewal date or VIP, and fill them in from the contact or the conversation.

Notes and history

Notes that only agents see, and a list of every conversation the contact has had, across channels.

Segments

Save a filter as a segment and come back to the same list of contacts later.

Search and filter every contact

Search by name, email, phone or company, pick a saved segment, and import or export the list as CSV.

ZChat contacts list with search, segment and sort controls, and Attributes, Import CSV and Export CSV buttons

The whole picture on one page

Profile, custom attributes, labels, agent-only notes and the contact's conversations sit together.

ZChat contact page showing profile details, custom attributes, an agent note and the contact's conversation list

Included

  • Name, email, phone, company, location and country on each contact
  • Custom attributes you define
  • Labels on contacts
  • Agent-only notes
  • Up to 100 saved segments
  • Merge duplicate contacts into one
  • CSV import of up to 5,000 rows at a time
  • CSV export of up to 50,000 rows

Good to know

  • Company is a text field on the contact; there is no separate company record.
  • There is no activity timeline beyond notes and the conversation list.

Questions we get asked

Are contacts part of a paid tier?

No. Contacts, custom attributes, notes, segments, merging and CSV import and export are all in the free Community edition.

Can I import my existing customer list?

Yes. Import a CSV of up to 5,000 rows at a time, and export up to 50,000 rows.

What happens when the same person appears twice?

Merge the two contacts. The result keeps one record for that customer.

Keep customer context on your own server

Contacts live in your own SQL Server database beside your conversations, free with unlimited agents.

Self-hosted customer support software

Deploy live chat on your own terms, not on someone else's pricing model.

ZChat gives you the installable server, web dashboard, website widget, and desktop agent tools in one self-hosted product, with live chat free to run. Run it on infrastructure you trust and connect AI only if and how you want it.

Deployment

Install on Windows or Linux, behind IIS or Nginx, in a VM, or in Docker if that fits your stack.

Commercial model

Live chat is free with unlimited agents. Only the optional AI assistant is billed, per agent per month.

AI Flexibility

Use Ollama locally or connect OpenAI and Anthropic with your own provider accounts.