Web CRM in Intercom

Watch a recorded CRM flow inside Intercom on desktop web. Every screen and interaction is captured step by step — see exactly how Intercom designs the CRM experience for web users.

Intercom is a customer service platform. It offers customizable live chat widgets, omnichannel support capabilities, and integrations with over 300 apps.

  • Web
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In this video
  • Home
  • Contacts
  • Select user
  • User detail
  • Action menu
  • Edit user details
  • Show details
  • Add note
  • Add phone number
  • Enter company name
  • Select company size
  • Enter company website
  • Add tags
  • Save
  • Tag added
  • Help center
  • Subscribe
  • Send a message
  • Add emoji
  • Action menu
  • Select user
  • Add tags
  • Map view
  • Select template
  • Filters
  • Select filter
  • Filtered results
  • Save segment
  • Companies
  • Archive
  • Confirm
  • Archived
  • Select
  • Conversations
  • Action menu
CRM 78 Screens
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Home
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Contacts
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Select user
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User detail
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Action menu
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Edit user details
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Show details
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Add note
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Add phone number
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Enter company name
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Select company size
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Enter company website
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Add tags
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Save
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Tag added
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Help center
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Subscribe
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Send a message
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Add emoji
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Action menu
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Select user
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Add tags
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Map view
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Select template
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Filters
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Select filter
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Filtered results
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Save segment
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Companies
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Archive
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Confirm
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Archived
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Select
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Conversations
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Action menu
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Intercom Flows

  • Home
  • Contacts
  • Select user
  • User detail
  • Action menu
  • Edit user details
  • Show details
  • Add note
  • Add phone number
  • Enter company name
  • Select company size
  • Enter company website
  • Add tags
  • Save
  • Tag added
  • Help center
  • Subscribe
  • Send a message
  • Add emoji
  • Action menu
  • Select user
  • Add tags
  • Map view
  • Select template
  • Filters
  • Select filter
  • Filtered results
  • Save segment
  • Companies
  • Archive
  • Confirm
  • Archived
  • Select
  • Conversations
  • Action menu

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Intercom CRM Flow on Web — Full Sequence

This recording documents the CRM flow inside Intercom's web experience, captured from the live desktop product. Rather than showing summarized highlights, it preserves the full flow — every screen, hover state, transition, and UX decision — so you can study the real experience, not a press-ready version.

Web-Specific CRM Design Considerations

CRM on the web comes with different constraints than mobile: larger screens, multi-column layouts, keyboard shortcuts, and richer interaction possibilities. Intercom's approach to CRM on web reflects those realities, and seeing it in full makes it easy to understand the design decisions behind the flow.

A Reference for CRM Research on the Web

For growth teams, designers, and PMs researching CRM patterns on the web, this recording provides a direct reference to a production implementation. For teams benchmarking against Intercom specifically, it's a detailed look at how the brand handles this moment of the experience.

Frequently Asked Questions

What does the Intercom CRM flow cover?

The recording captures the full CRM sequence inside Intercom on desktop web — every step, every transition, and every significant design decision from start to finish.

How does Intercom's web CRM differ from its mobile versions?

Web CRM flows typically use more screen real estate, richer hover interactions, and keyboard-friendly patterns that don't work on mobile. If Intercom also has iOS or Android entries, you can cross-reference to see the platform differences.

Can I see CRM flows from other web products?

Yes. The web CRM flows category gathers the same flow type from many different web products, so you can compare Intercom's approach against competitors and alternatives.

How up to date is the Intercom CRM recording?

Recordings are refreshed when Intercom ships notable redesigns, so the CRM flow reflects the current web experience.