Comments, mentions and alerts
Comment and mention colleagues right in the record, get notifications of what’s relevant and favorite what you follow closely, so the conversation happens where the work is.
- Comments and @mentions per record
- Notifications (bell) and favorites
- Broadcast and internal alerts
Comments on the record
Discuss each deal, account, or task right inside the record. The conversation stays where the work happens, with full context.
Mention with @
Call a colleague with @ and they get notified instantly. The right person joins the conversation without leaving the platform.
Bell notifications
Everything that needs your attention shows up in the bell, no email required. You never miss a mention or an update.
Favorites
Flag the records that matter most and return to them in one click. What counts is always within reach.
Internal broadcasts
Send announcements and alerts to the whole team right in the platform. The message reaches who needs it, no side channel.
Discussion in context, not in a separate chat
In-app notifications without relying on email
Less tool-switching, more focus
The conversation in the right place
Comment and mention people on the deal/account itself; they’re notified and reply without leaving the context.
- 1
Comment inside the record being worked on.
- 2
Use @ to mention and notify the right colleagues.
- 3
Keep up with mentions and updates through the bell.
- 4
Favorite records and send internal broadcasts to the team.
Aligning on a deal
A comment with an @mention on the deal card brings the manager in to approve a discount without ten emails.
Not missing updates
The bell gathers mentions and changes so the rep keeps up with everything that moved on their accounts.
Communicating a change
An internal broadcast tells the whole team about a new pricing policy immediately and traceably.
Where can I comment on a deal or account?
Right inside the record itself, so the conversation stays with the deal, account or task and keeps full context.
How do I bring a specific colleague into a conversation?
Mention them with @ and they get notified instantly, joining without leaving the platform.
Can I get notified without relying on email?
Yes, everything that needs your attention shows up in the bell, with no email required.
What kind of things show up in bell notifications?
Mentions and relevant updates on records you follow, so you never miss what changed.
Can I mark important records to find them faster?
Yes, favorite the records that matter most and return to them in one click.
How do I send an announcement to the whole team?
Through internal broadcasts sent right in the platform, reaching everyone with no side channel.
Does this replace a separate chat app for internal discussion?
It keeps discussion in the context of the record instead of a separate chat, cutting tool-switching and keeping focus.
Is this included in the free plan?
Yes, the product is free to use, you only pay for infrastructure usage above US$20 a month.
Do mentions work across any object, like deals and accounts?
Yes, comments and @mentions work per record, whether it's a deal, account or task.
Work management and projects
Visual Monday-style boards for the whole team, in the same place as the CRM.
Time tracking and timesheets
Log hours per task, mark what is billable and close the month inside your projects.
OKRs and goals
Company, team and person objectives with key results that update on their own.