Chat

Real-Time Team Communication,

Built In

Stop switching between your CRM and a separate messaging app. Channels, direct messages, and file sharing live inside the same platform where your deals and contacts are managed.

ChannelsDirect MessagesFile SharingReactionsRead ReceiptsMentionsOnline PresenceVideo Library

Context stays with the deal

Conversations happen alongside the contacts and deals they reference, so nothing gets lost in a disconnected chat tool.

Faster internal decisions

Mentions, reactions, and threaded replies let your team make decisions in minutes instead of waiting for a meeting.

One fewer tool to manage

Built-in messaging means one less subscription, one less login, and one less place where information gets siloed.

Team communication hub

Everything your team needs to stay in sync

Team Inbox
2
Sarah K.
2m
Re: Pricing inquiry
Email
Mike R.
15m
Demo follow-up
SMS
Ana G.
1h
Contract review
Email

Channels

Organize conversations by topic, team, or project with public and private channels that keep discussions focused and searchable.

JD
John Doe
Online now
Transfer
Hi, I have a question about your pricing
Sure! Happy to help. Which plan are you looking at?
Type a reply...

Direct Messages

One-on-one conversations with read receipts, file sharing, and full message history tied to the CRM.

Chat Assistant
Hi there! Looking for a specific solution?
Need a CRM for my sales team
Great! Let me help you find the right plan. How many reps on your team?

Rich Messaging

Bold, italic, code blocks, links, and inline images make messages clear and actionable without extra formatting tools.

Email Builder
Your Logo Here
Image Block
Call to Action

File Attachments

Share documents, images, and media directly in conversations with inline previews and download tracking.

CRM Sync
Live
Call logged
Maria Chen
Just now
Note added
James Wilson
2m ago
Recording saved
Lisa Park
5m ago

Online Presence

See who is online, away, or offline at a glance so you know when to message and when to schedule for later.

Voice Agent
Handling call
Agent
Thanks for calling! How can I help you today?
Caller
I'd like to schedule a demo...
Duration: 2:34Lead qualified

Q&A Module

Pin questions and answers in channels to build a searchable knowledge base your team can reference without asking again.

Team Inbox
2
Sarah K.
2m
Re: Pricing inquiry
Email
Mike R.
15m
Demo follow-up
SMS
Ana G.
1h
Contract review
Email

Channels

Organize every conversation by topic

Public channels for team-wide updates, private channels for sensitive deals, and project channels for cross-functional collaboration. Every message is searchable and linked to the CRM context that matters.

Learn more about Channels
JD
John Doe
Online now
Transfer
Hi, I have a question about your pricing
Sure! Happy to help. Which plan are you looking at?
Type a reply...

Direct Messages

Private conversations with full CRM context

Send direct messages to any team member with read receipts, file attachments, and contact references. Every conversation is stored, searchable, and accessible from the contact or deal it relates to.

Learn more about Direct Messages

Keep your team connected

Stop splitting conversations across tools.

Bring team communication inside your CRM so context, contacts, and conversations live in one place.