Internal Chat & Messaging
Internal Chats & Messages for Seamless Team Collaboration
Tired of scattered WhatsApp messages, missed Slack pings, and context-losing email threads? CRM9’s Internal Chat & Messaging brings your team’s conversations directly into your CRM, so every discussion stays tied to clients, tasks, and projects—keeping your workflow seamless and your team aligned.
Why CRM9 for Internal Chat & Messaging?
- Real-time team chat inside your CRM
- Conversations tied to clients, tasks, and projects
- Instant notifications to stay updated
- Reduces app-switching and communication silos
- Keeps your workflow seamless and your team aligned
Real-Time Messaging Right Inside CRM9
Collaborate without leaving your workflow. Chat with your team in real-time within CRM9 while viewing client details, managing tasks, or tracking projects. No more app-hopping to share updates or clarify details—discuss and decide instantly without losing focus, ensuring your team moves quickly and efficiently.
Contextual Conversations Tied to Work
Talk where the work is happening. Attach conversations to specific clients, tasks, or projects so your discussions remain organized and searchable. Need to clarify a project deadline or update a client status? Keep those chats tied to the relevant record for easy reference, reducing confusion and helping your team stay informed.
Notifications That Keep You Updated
Stay in the loop, without the overwhelm. Get instant notifications for mentions, replies, and important updates so you never miss a critical message, while controlling notification preferences to reduce distractions. CRM9 ensures you’re informed without constant context-switching, helping your team stay productive and connected.