Sales Team Chat
Built into your CRM

Message teammates directly, post in channels, and share files without ever leaving Goals.com: so context never gets lost across apps.

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JH
Jordan HayesSales Manager
Chat
Messages, channels, and shared files stay attached to the platform where the work is happening.
Active Conversations
14
Messages This Week
312
Response Time
4m
Files Shared
22
Casey Morales
Sales rockstars ⭐
Strategic Manufacturing
#closers
Kelsey Armstrong
Did you talk to Jordan about the invoice?
📎 invoice_003_keystone.pdf · 3 KB
Yes, the accounting team is working on it.
Great, thanks for the quick turnaround.

Manage Chats

Review a salesperson's performance and ping the rep in stride, without switching out of the platform to do it.

Team Collaboration

Team members can message each other and groups directly in the platform, in channels like #closers, #deals, and #announcements.

Keep Everything in One Place

Sales communication stays inside the same tool where the work is happening, so context doesn't get lost across apps like Slack or email.

File Sharing

Send and receive JPG, PNG, GIF, PDF, and TXT files right in the chatbox, no need to dig through email attachments.

Chat
#deals: "Sent the updated proposal to Acme, they want a call Thursday"

Chat is built-in team messaging. You can create topic-specific channels and send direct messages to individual team members, so conversations, files, and decisions all stay attached to the same platform where the work happens.

Channel
#deals
Replies
5
Files
1
1

Start a conversation

Message a teammate directly or post in a channel like #closers, #deals, or #announcements.

2

Tag the deal or teammate

Bring in the right person, share a file, or reference what's being discussed.

3

Everything stays connected to the record

No switching tools and no lost context: the conversation stays inside the platform where the work is happening.

Every conversation,
right where the work is.

Chat keeps sales conversations, collaboration, and communication inside the platform.

Direct Messages

Message any team member directly, one-on-one.

Team Channels

Topic-specific channels like #closers, #deals, and #announcements.

Deal Threads

Keep conversations tied to the deal or account they're about.

Manage Chats

Managers can review a rep's performance and ping them in stride.

File Sharing

Send and receive JPG, PNG, GIF, PDF, and TXT files via the chatbox.

Message Search

Find any past conversation or shared file without digging through history.

Chat Notifications

Desktop and email notifications for new chat messages.

Mobile Access

Stay in the conversation from anywhere, not just at your desk.

Ace keeps you on top of what matters in Chat.

Ace can surface what's been discussed and flag conversations that need attention, so nothing important gets buried in a channel.

"What's the latest on the Acme deal in #deals?"
"Show me messages I haven't replied to yet"

Ready to keep every conversation
inside the platform?

See how Chat keeps sales conversations, collaboration, and communication inside Goals.com.

Book a Demo