Team Chat gives you the clearest path from first call to close, with every conversation, file, and follow-up in one channel.
Keep deals moving without switching tools
Connect a CRM, like Salesforce or Dynamics, to Team Chat to get deal updates in real time, record chat messages in account notes, and quickly find customer information.
Easily engage leads
Close deals faster with a single chat thread for you and your potential client. In it, you can answer questions, send follow-ups, and share AI-generated meeting recaps — no more waiting days for an email.
Cut through the noise and close faster with AI
Looking for info about your client? Easy — AI can pull context from across your chats, emails, meeting and call summaries, and more, giving you everything you need to close the deal quicker, identify action items, and create follow-up messages.
Get quick answers from the right people
Use chat channels to bring people together in one space for internal approvals, deal desk reviews, and account collaboration across solution engineers, account managers, customer success, and more. Everyone stays in sync, and handoffs are always smooth.
“Zoom came in as that one unified platform. Whether through video, phone, or text, my reps could now talk to customers faster in a single platform. It’s like somebody had lifted a weight off of everyone.”
Colin Johnson
CRM Lead, Viewrail
Resources
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