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Team Chat

Your team, talking in one place.

Group and direct messages, threads, file sharing and search — all inside your CRM. Talk where the work lives, instead of email chains and scattered apps.

GroupsDMsThreadsFiles & voice
# general3 online
ES
Emma S.
Sent the quote to the client ✅
MR
Mike R.
Perfect, they were waiting
Sarah is typing…
Under one roof

Everything a team needs to talk.

Chat isn’t a separate app — it sits next to your customers, quotes and tasks. Context is never lost.

Group & direct messages

Talk as a team in channels, one-to-one in DMs.

Threads & replies

Reply to the right message without derailing the topic.

@mentions & alerts

Ping the right person; never miss what matters.

Files, voice & video

Share documents, voice notes and video in chat.

Search messages

Find any past conversation in seconds.

Reactions & pins

Give quick feedback, pin what’s important.

Forward Messages

Forward a message to another channel or person in one click — no copy-paste.

Saved Messages

Bookmark an important message for yourself and find it again without scrolling back through history.

Group Management

Add or remove channel members and edit the group name and settings — you decide who sees what.

Optimized Media & Previews

Shared images are optimized automatically and thumbnails are generated, so the chat stays fast.

Per-Channel Notifications

Set each channel your way: all messages, only @mentions, or muted — the right alerts instead of noise.

Turn a Message into a Task

Turn any message into a task in one click, with an assignee and due date — so a decision in chat doesn’t get lost.

Ask the AI in Any Channel

Mention the assistant to ask a question, pull a number from the CRM or draft a reply, right where the team is talking.

Read Receipts & Presence

See who’s online and who has seen the message, so a handoff never stalls on “did they get it?”

Shared Channel Files

Every file dropped in a channel collects in one place — find the doc without scrolling the whole history.

Roles & Permissions

Decide who can post, who can manage a channel and who’s read-only — the right access for each team.

Why inside the CRM

Conversation, with the context of the work.

A separate messaging tool splits context across apps. In Rocketly, chat lives in the same workspace as your CRM data.

Context
Next to your data
CRM → chat
Speed
One login
one account, one place
Trust
GDPR & 2FA
data in region
For every team

From sales to support to ops.

Sales

Real-time coordination

Discuss the deal, close the quote together.

Support

Fast handoff

Route a hard ticket to the right person instantly.

Ops

One channel

A single work-linked flow instead of scattered groups.

Managers

Visibility

Decisions documented, searchable, transparent.

Bring your team into one chat.

Group and direct messages, threads and file sharing — right beside your customer data.

Start using Rocketly today.


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