Collaboration
Talk it out on the record.
Discuss a deal, ticket, or invoice right where the work is, and pull the right person in with an @mention.
Included in every plan · free for viewers & customers.
Revised quote is out. @Marco can you sign off?
Looks good — sending it over now.
What comments & @mentions gives you.
Comments in context
Leave a comment on the exact record, so the conversation lives with the work, not in a separate chat thread.
@mention anyone
Type @ to bring a teammate into the thread. They get notified with a link straight to the record.
Notified, not buried
Mentions and replies surface in notifications, so the right people see them without watching every record.
One connected system
The conversation lives where the work does.
Because comments sit on shared records, a note on a deal is right there for finance and support, not lost in someone's inbox.
Discuss a deal without leaving the CRM.
@mention finance on an invoice question.
Every comment stays attached to the record's history.
More in Collaboration.
Every feature comes with every plan, on the same connected data.