Real-time messaging that stays in the CRM
Most chat tools are great at conversation and terrible at context. Conversation Rooms stays anchored to the customer and ships with the controls teams need when things get busy.
Rooms attached to the customer.
Link an Account, Opportunity, or Contact so every message ships with the right context and record trail.
- Link CRM records in one click
- Snapshot + related work stays nearby
- No more orphaned side threads
Bring the deal team together.
Invite teammates into a single execution surface for escalations, launches, renewals, and handoffs.
- Participants, presence, and roles
- Room templates for common workstreams
- Fast onboarding for cross-functional teams
AI summaries that keep up.
Generate a pinned digest that reads like an internal war-room update: decisions, action items, blockers, open questions.
- Compact markdown summary
- Owners + due dates when mentioned
- Safe fallback when AI is unavailable
Move from updates to outcomes
Rooms are for coordination. The system prompt for summaries is designed to keep execution scannable when the timeline gets busy.
- 1.
Start a room
Choose a template (Escalation, Launch, Renewal) or start blank.
- 2.
Link CRM context
Attach the room to the right Account, Opportunity, or Contact. Context becomes default.
- 3.
Coordinate in real time
Post updates, @mention owners, pin key messages, and keep the timeline scannable.
- 4.
Pin the summary
Generate an AI digest when things heat up. Decisions and action items stay obvious.
Messaging that feels CRM-native
Most chat tools are great at conversation and terrible at context. Conversation Rooms stays anchored to the customer and ships with the controls teams need when things get busy.
- Rooms attached to the customer.
- Bring the deal team together.
- AI summaries that keep up.
- Mentions + notifications.
- Pin what matters.
- Direct messages for quick decisions.
Related pages
Keep your team aligned in the same customer timeline
Conversation Rooms is built for the moments where execution speed matters: escalations, renewals, launches, and deal turns. Make the room the source of truth.