Communication
Talk to your team and clients without five apps
Team chat, Google Meet, an email inbox and call recordings — all attached to the right client.
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Team chat
Channels, threads and a channel per client
Public and private channels, 1:1 and group messages, threads, reactions, @mentions, attachments and search. Pop the chat out into its own window.
- Client channel created from Client 360°
- Live presence and typing indicators
- Unread counter in the menu
Meetings and calls
Google Meet and notes that write themselves
Start a Google Meet in one click. A phone call recording or a Fireflies.ai meeting turns into a transcript and suggested CRM updates.
- Meet link on meetings with leads and clients
- Suggestions: tasks, contacts, lead data, brief — you approve
- Ask the recording: “what did we promise the client?”
Client: We want to start ads before the season, budget around 3k a month.
You: I'll send the proposal by Friday and share a brief.
Suggestions to approve
- Task: proposal for Baltic Hotel — Friday
- Lead: budget 3,000 / month
- Send a brief to the client
Inbox, templates and automations
Connect an IMAP / SMTP mailbox — threads link to the client or lead automatically. Templates with CRM fields, signatures and email automations on a canvas.
- Personal and shared mailboxes
- Templates with language versions
- Automations with CRM triggers and unsubscribe
Client notifications
Clients choose what they hear about.
Reply by email
Replies to invoices land in notes.
Phone recordings
iPhone and Android, including “Share”.
Video in chat
Call invites with a notification.
Questions about this module
Can the chat replace Slack?
For most agencies, yes: channels, threads, mentions, files and search are built in.
Will AI write to the CRM on its own?
No. AI suggests updates — they are saved only when a person approves them.
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