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 Business and up. One less chat tool to pay for and switch into.
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.
Great. Legal cleared the custom clause this morning.
Heads up: the proposal expires Friday. Want me to extend it a week?
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.
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.
Great. Legal cleared the custom clause this morning.
Heads up: the proposal expires Friday. Want me to extend it a week?
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.
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.
Every channel, deal room, and shared file is isolated to your workspace, visible only to your own team.
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.
Team Chat is on Business and up. Business from $166.66/mo billed annually. Deal rooms, the chat linked to an opportunity, are included at that same Business and up tier. Every plan starts with a 14-day trial for $2.99, credited to your first month.
Channels, threads, and internal deal rooms, all next to your pipeline. On Business and up.
14-day trial for $2.99, credited to your first month. Cancel any plan at any time before the end of your billing cycle, no contract fees, no 30-day notice, no penalties.