Team messaging built into your CRM
Channels, direct messages, threads, file sharing, and AI-powered chat — without leaving your CRM. Replace Slack for internal team communication.
Communication Without Context-Switching
Keep every conversation connected to your contacts, deals, and projects.
Channels & Topics
Organize conversations by team, project, client, or topic. Public and private channels keep discussions focused and searchable.
Direct Messages & Threads
One-on-one and group DMs with threaded replies. Keep side conversations organized without cluttering main channels.
Team Collaboration
Tag team members, share deal updates, and collaborate on proposals — all within the context of your CRM data.
File Sharing & Media
Share documents, images, and files directly in chat. Files are automatically linked to relevant contacts and deals.
AI-Powered Chat Assistant
Ask Karrie AI questions about your pipeline, get meeting summaries, or draft responses — right from the chat interface.
Smart Notifications
Configurable notification preferences per channel. Get alerted on mentions, deal updates, and priority messages without the noise.
Frequently Asked Questions
Can it replace Slack?+
For many teams, yes. AutomateNexus CRM chat includes channels, direct messages, threads, file sharing, and notifications. The key advantage is that every conversation lives alongside your CRM data — no more switching between apps to find context.
Is chat available on mobile?+
Yes. The chat feature works across desktop and mobile devices through the AutomateNexus CRM app, so your team stays connected wherever they are.
Can I chat with clients?+
The internal chat is designed for team communication. For client-facing messaging, use the Communication Hub which supports email, SMS, and the client portal messaging system.
Are conversations searchable?+
Yes. Full-text search across all channels and direct messages. Filter by date, sender, channel, or attached files to find any conversation instantly.
Can AI agents participate in chat?+
Yes. AI agents like Karrie can be mentioned in any channel to answer questions, pull reports, or take actions. For example, type @Karrie show pipeline summary and get an instant response.
Ditch the Separate Chat App
Start your 7-day free trial and bring team communication into your CRM. No credit card required.