Team messaging: internal chat next to the work
A conversation about a quote does not get lost in another app. The team writes from the page of the customer, the quote or the project; the conversation stays with the record.
- Instant delivery
- Conversations linked to records
- Browser and phone notifications
Channels, groups, direct messages
The company channel is open to everyone; department channels are opened automatically for the members of the department. You set up a group with the people you choose or write to one person directly.
- Sending files and images
- Mentioning a person with @, with notification
- Editing and searching messages
- Muting a conversation
Conversations linked to records
A conversation about a record is opened from the customer, quote, order, invoice, purchase order, contract and project pages. A task can be created from a message; the task carries the context of the message.
- The conversation is opened from the page of the record
- A person who is mentioned joins the conversation
- Creating a task from a message
Notifications
Messages are delivered instantly while the connection is open. When the tab is in the background, a browser notification appears; when the software is closed, a push notification arrives on the phone or the desktop. Muted conversations do not send notifications.
- Unread counter in the menu
- Can be added to the home screen on a phone
- A user who leaves the company is removed from the channels
Frequently asked questions
Can I also write to customers?
No. Messaging is only between the users of your company. Communication with customers runs through email and the customer portal.
Are there voice or video calls?
No. There are only written messages and file sharing.
Which plan includes it?
Team messaging is available from plan M.
Related features
Tasks and calendar
Task board, several assignees, appointments, reminders and a shared calendar.
Learn moreProjects and time tracking
Project budget, tasks, timesheet and transfer of billable hours to an invoice.
Learn moreCRM
Customer records, contacts, activity history, sales stages and quote tracking.
Learn moreTry it with your own data
All modules are open for 14 days. No card details are requested and nothing needs to be installed.
14 days free, no card required