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Chat

Your team chat lives next to your customers

Channels, DMs and threads for your team, right inside the CRM. Talk about a deal without leaving it. Agencies get one space for staff and a separate one for each client.

# sales-team

Sample data

Preview

Hover or tap a message to react

Jim Carter 9:12 AM

Harbor Dental just watched the proposal video. 92% watched πŸ‘€

Dana Ruiz 9:14 AM

Calling them now. @Jim can you hold Thursday 2pm for a site visit?

Jim Carter 9:15 AM

Done, it's on the round-robin calendar. Deal moved to Proposal.

Message #sales-team

Chat replaces

SlackMicrosoft Teams

For team chat.

See all 52 tools it replaces

Chat is included.

So is every other module, in one app.

  • $0 to self-host, forever
  • Your own keys, no markup
  • Sandbox mode: try it with zero keys
Get early access

What you can do

Everything you expect

Channels, direct messages, threads, @mentions, reactions, pins, search, file uploads and scheduled messages.

Share records, not screenshots

Paste a contact, deal, conversation or doc link and it becomes a card your team can open.

Type # to attach

Pick a Doc, Video or Media file inline, and it respects who is allowed to see it.

Chat from any screen

A floating chat button with unread and @ badges lets you reply without leaving the record you're on.

Your keys, your history

Each account gets its own encryption key, optionally held in AWS or Google Cloud KMS, with retention you choose.

Separate per account

Your agency team chats in one space; each client workspace has its own. Clients never see agency chatter.

Questions about Chat

Can my team talk about a customer privately?

Yes. Internal comments sit right in the conversation, in a different colour, and never go to the customer. @mention a teammate to pull them in, and they get notified. For everything else there's team Chat: channels, DMs and threads, inside the same app.

All questions