Team Chat

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 Business and up. One less chat tool to pay for and switch into.

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Channels

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.
Threads

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.
Deal rooms

A room for the deal, linked to the deal

Deal roomsBusiness+

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.
Share to chat

Bring the record into the conversation

The reason not to open a separate chat tool: the customer is one click away. Share a company, person, or deal into any conversation as a clickable card, and turn what was said into work on the record without leaving the thread.

  • Share to chatA share button on any record drops it into a conversation as a live, clickable card.
  • Insert while you typeThe in-chat insert menu adds a deal, company, or person card mid-message.
  • Log to the timelinePromote a message to the deal’s activity feed, so the record keeps the decision.
  • Turn into a taskMake a message a task pre-linked to the deal, so a follow-up never gets lost.
Composer

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.
Files

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.
Security

Every channel, deal room, and shared file is isolated to your workspace, visible only to your own team.

See how we keep your data safe
Notifications

Stay 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 ChatBusiness+

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.

Related Resources

Frequently Asked Questions

Bring team chat onto the CRM

Channels, threads, and internal deal rooms, all next to your pipeline. On Business and up.

Start your 14-day trial

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.