Team chat that sits next to the deal
Channels, threaded replies, and internal deal-room chat, inside the CRM your team already works from. A message about an account lives beside the account.
On Pro and up. One less chat tool to pay for and switch into.
Channels for every team, project, and topic
Spin up a channel for a team, a project, or a topic. Because chat lives in the CRM, the people talking about an account are one click from the account, with no context to copy between two tools.
- By teamSales, success, and operations each keep their own running thread.
- By projectA launch, a migration, or a quarter, with the work and the chat together.
- By topicA standing channel for a recurring subject like deal alerts or feedback.
- One workspaceChannels sit beside the records they are about, never in a separate tool.
Channels
Deal rooms
Pulled the renewal into a deal room so the back-and-forth stays on the record.
Sent the updated proposal. Replying in thread so we keep the channel readable.
@james looks good. Attaching the signed scope to this thread.
Replies that stay on the point
Reply in a thread to keep a side conversation tidy. The original message stays put, the back-and-forth tucks underneath it, and the channel stays readable for anyone who scrolls through later.
- Threaded repliesBranch a discussion off any message so detail does not bury the channel.
- Context stays attachedEvery reply hangs off the message that started it, as one conversation.
- Know what is newA last-read watermark marks where you left off, so you jump straight to it.
A room for the deal, linked to the deal
Open an internal chat room tied to a specific opportunity and work the deal in one thread that stays attached to the record. Deal rooms are internal to your team only. No external, guest, or client access, and no public portal.
- Linked to the opportunityEach room is tied to one deal, so the chat and the record move together.
- Internal to your teamOnly your own teammates can read or post. Customers and guests never get in.
- History on the recordThe thread stays on the opportunity, so the reasoning is there next time.
Keeping the renewal talk in here so it stays on the record, not in a tool the CRM cannot see.
Agreed. Posted the revised terms above. Internal only, so we can be candid.
Anyone who opens this opportunity later can read how it came together.
Mention a teammate, react in a tap
Write a message, pull in the right person with a mention, and let others respond with a reaction instead of a full reply. Everyday chat stays quick without turning every acknowledgment into more noise.
- MentionsTag a teammate by name to pull them in and send them a notification.
- ReactionsReact with an emoji to acknowledge or vote without adding to the thread.
- Built for quick repliesShort, frequent messages stay fast, so chat is a tool and not a chore.
Share a file where the conversation is
Attach a file to a message so the document lands with the discussion about it. A contract, a deck, or a screenshot stays with its channel or deal room, not lost in a separate drive nobody checks.
- Attach to any messageDrop a file into a channel, a thread, or a deal room, beside the conversation.
- Stays with the chatA shared file keeps its place in the thread, easy to find again later.
Every channel, deal room, and shared file is isolated to your workspace, visible only to your own team.
See how we keep your data safeStay reachable without staying on call
Tune what reaches you and when. A single global quiet-hours setting pauses notifications during the window you pick, across every channel at once. Set it once and it holds everywhere.
- Notification preferencesChoose how channels and mentions reach you, so the rest stays quiet.
- Global quiet hoursOne window pauses every channel at once during the hours you choose.
- Mentions still find youA direct mention keeps its place, so an urgent tag is not buried in noise.
Team Chat is on Pro and up. Pro from $58.33/mo billed annually ($69.99 month-to-month). Deal rooms, the chat linked to an opportunity, are on Business and up. Every plan starts with a 14-day free trial.
Related Resources
- FeatureMarketing and CommunicationInbox, campaigns, and team chat, the full communication stack on the same record.
- FeatureSmart InboxThe two-way Gmail and Outlook inbox the chat sits beside, with every email linked to the record.
- FeatureOutreach SequencesThe paced multi-step follow-up a teammate can pick up after a chat handoff on the same deal.
Frequently Asked Questions
Bring team chat onto the CRM
Channels, threads, and internal deal rooms, all next to your pipeline. On Pro and up.
14-day free trial. Cancel anytime.