Chat
Real-time collaboration built into your workflow
About this Module
Brings real-time team communication directly into the AimFin workspace. Create channels per team, project, or topic, share files, and link conversations to records in any module. With threaded discussions and @mentions, context never gets lost in external messaging apps.
Key Features
How It Integrates
Creates tasks directly from chat messages with context and assignee auto-detection
Links deal discussion threads to opportunities for full collaboration context
Enables internal escalation chats linked to support tickets for cross-team resolution
Delivers chat notifications through the unified notification system when users are offline
Ideal Use Cases
Create client project channels where consultants discuss deliverables with linked task references and file sharing
Run incident war rooms with threaded updates, linked tickets, and automatic stakeholder notifications
Coordinate multi-party transactions between agents, buyers, sellers, and legal teams in deal-linked channels