Real-time exchanges
Chat with a colleague or in a group without going through a third-party tool: everything stays centralised in your working environment.
CRM module
Instant messaging
Communicate in real time with your colleagues, without leaving your CRM.
The module
Instant messaging
Communicate in real time with your colleagues, without leaving your CRM.
The Instant messaging module builds a real-time conversation into the heart of your CRM. Your teams talk directly from the interface, right where the files and client information live, smoothing coordination between field, back-office and sales.
Key points
What this module brings you
A module designed to fit naturally into your CRM and your business processes.
Context preserved
Share and comment on a file while keeping the link to the record concerned, for clear and traceable exchanges.
Immediate notifications
Your colleagues are alerted to new messages and never miss an important piece of information.
Team collaboration
Bring the right people together around a topic and speed up day-to-day decision-making.
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