Talk it through, right on the deal.
Direct messages and group rooms in real time, next to the records you're discussing. Mentions, reactions, and read receipts keep the whole team moving on the same context.
Use sample data or connect your CRM — no credit card required.
Finance wants the 2-year option in writing before Thu.
How it works
Chat where the work lives.
Open a room
Spin up a direct message or a group room on any deal in seconds.
Talk in context
Messages sit next to the record, so nobody hunts for what you mean.
Keep everyone aligned
Mentions, reactions, and read receipts show who's seen the ask.
Why it matters
Everything the conversation needs.
Direct messages
One-to-one chat with anyone on the team, in real time.
Group deal rooms
A shared room per deal so the right people stay in one thread.
Mentions
Tag a teammate to pull them into the ask without leaving the record.
Reactions
Acknowledge and decide quickly without another full message.
Read receipts
See who's read the message so you know what's been picked up.
Next to the record
Chat lives beside the deal being discussed, not in another tab.
Our deal questions get answered in the room instead of in a thread nobody can find. The whole team is finally working off the same context.
Get your team talking on the deal.
No credit card required. Use sample data or connect your CRM, and upgrade only when you need more.