Direct Messages
Private conversations
with full CRM context
Send one-on-one messages to any team member with read receipts, file attachments, and inline contact references. Every conversation is stored and searchable alongside the deals it relates to.
Know when it is read
Read receipts confirm that your message has been seen so you can follow up at the right time.
Share files instantly
Drop documents, screenshots, and media directly into the conversation with inline previews.
CRM context on demand
Reference contacts, deals, and tasks inline so conversations stay connected to the work they drive.
Direct messaging tools
Private, fast, and connected to your CRM
One-on-One Messaging
Start private conversations with any team member. Messages are encrypted, searchable, and never leave the platform.
Read Receipts
See exactly when your message was delivered and read so you can time follow-ups and avoid unnecessary check-ins.
File Sharing
Share documents, images, and spreadsheets directly in the conversation with inline previews and one-click downloads.
Contact Summary
Reference a contact or deal in your message and see a summary card with key details without leaving the conversation.
Message History
Full conversation history is stored, searchable, and accessible from the contact or deal record it relates to.
Task Integration
Create tasks directly from a message with one click. The task links back to the conversation for full context.
Contextual Messaging
Conversations that stay connected to deals
Reference contacts, deals, and pipeline stages directly in your messages. Summary cards appear inline so both parties see the latest status, value, and activity without opening a new tab or asking for an update.
Message-to-Task
Turn any message into an actionable task
When a conversation reveals a next step, turn the message into a task with one click. The task inherits the context, links back to the message thread, and appears on the assignee's task board automatically.
Smarter team conversations
Stop losing decisions in chat noise.
Direct messages with CRM context ensure every private conversation drives action, not confusion.