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Collaboration

Team ChatNOUVEAU

Almost every sales team coordinates the day in a personal messaging app and then loses what was said. SellioCRM Conversations brings that chat into the CRM, in the same workspace where your records live. You message a colleague in a direct conversation or gather several people in a named group, mention someone with @ and they get a bell notification. Each conversation shows how many new messages you have not read yet, and the menu adds it all up in one counter. It works in the browser and in the mobile app, with the same list and the same history. And it stays isolated per company: nobody outside your workspace can see or join.

  • Direct one-to-one conversations and named groups with up to 50 participants
  • @mention that notifies the person in the bell, respecting their notification preferences
  • Unread counter per conversation and in the menu, cleared automatically when you open the conversation
  • The same chat in the browser and in the mobile app, with a split view on tablets
  • Isolated per company: only participants can read a conversation
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Gratuit dans Sellio, vous ne payez que la machine

Team chat is part of the CRM and is free as long as your company's infrastructure usage always stays below US$ 20 per month.

Avantages

Context in one place

The conversation about a customer happens where the customer record is, instead of vanishing in a personal app.

Fewer interruptions

Whoever needs to answer is mentioned and notified. Everyone else reads when they can.

Nothing slips by

The unread counter shows exactly what is waiting for you, conversation by conversation.

Field teams included

Outside reps and field technicians join from the mobile app, with the same history.

Privacy by construction

Only members of a conversation can read it, and only active people in your workspace can be invited.

Pourquoi Sellio

Your own messages never count as unread, so the counter shows what is actually waiting for you

Opening the same person twice does not create two conversations: the direct conversation between two people is unique and reused

A mentioned person is only notified if they are a member of the conversation, so a mention never becomes a hidden invitation

Message text is sanitized before display: nothing someone pastes can run as code on another person's screen

Direct or in a group

Click New conversation and pick one colleague to talk one-to-one, or select several and name the group. The list shows the most recent conversations first, with a preview of the last message and the unread count.

A mention that gets attention

Type @ and start writing a colleague's name to pick from the list. The mentioned person receives a bell notification in their own language. If they turned that kind of alert off in their preferences, the mention stays in the conversation without bothering them.

Unread that means unread

Each conversation remembers how far you have read. Anything after that point written by someone else counts as new. Opening the conversation advances your read position on its own, and the menu counter follows.

On the desk and in your pocket

The mobile app has the same conversation list, the same group creation and the same history. On a tablet the conversation opens next to the list. You start at your desk and continue on the road.

Comment ça marche
  1. 1

    Open Conversations in the Collaboration menu and click New conversation.

  2. 2

    Pick one colleague for a direct conversation, or several to create a named group.

  3. 3

    Write your message and use @ to mention whoever needs to answer.

  4. 4

    Keep an eye on unread messages per conversation and the total in the menu.

  5. 5

    Continue from the mobile app when you are away from your desk.

Cas d'usage

Quick question about a proposal

The rep mentions the manager in a direct conversation, gets the go-ahead and returns to the customer without switching tabs.

Launch group

Marketing and sales create a named group for the month's campaign and agree there on who answers each type of lead.

Shift handover in support

The person leaving posts a summary in the team group; the person arriving opens it, reads the unread messages and takes over.

Team on the road

The technician confirms from the phone that the visit is done and the office releases the next work order.

Questions fréquentes
Is this the same as Live Chat?

No. Live Chat talks to visitors on your website. Conversations is the internal chat between the people in your company.

Who can see a conversation?

Only its participants. A direct conversation is between two people; a group is between the people added when it was created. Nobody outside your company has access.

Does a mentioned person always get notified?

They get a bell notification if they are a member of the conversation and have not turned that type of notification off in their preferences.

Is there a message size limit?

Yes, each message accepts up to 4,000 characters.

Does it work on mobile?

Yes. The SellioCRM app has a Conversations screen with the same list, the same groups and the same history as the browser.

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Team Chat · Sellio