Real-time messaging
that stays in the CRM
Rooms and direct messages designed for revenue execution. Link records, pull in the right teammates, pin decisions, and keep action items obvious—without context switching.
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.
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
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
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
Call the right person into the moment without dragging everyone into another meeting.
- @mention teammates in-room
- In-app notification on mentions
- Signal-to-noise stays high
Keep the critical message visible when the timeline gets busy. Share a link, pin it, and move on.
- Pinned messages
- Copy message links
- Edit/delete for message hygiene
DM a teammate from the same surface, then promote the work into a room when it becomes a team effort.
- DMs separated from Rooms
- Avatar-first list for fast scanning
- Same CRM-native identity + context
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.
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.