Team Chat | FreedomSoft

Communicate Faster. Close More Deals.

Get real-time team chat built into your CRM—so the right people always have the right context at the right time.

Ready To Put Your Whole Team On The Same Page?

FreedomSoft makes it simple.

Real-Time Team Communication, Built Into Your CRM

Chat As A Team. Message One-On-One. All Without Leaving FreedomSoft.

412 Maplewood Dr · Tulsa, OK
Lead record
Team Chat
SK
Sarah K. Tue 4:18 PM

Walkthrough confirmed for Saturday, 11:00 AM.

DW
Dan W. Tue 4:23 PM

Roof photos attached — budget a full replacement. roof-photos.jpg

Visible only to teammates with record access

Chat About Any Lead, Property, or Contact—Right On The Record

Every lead, property, and contact has its own chat thread—so conversations about a deal stays on the record, not buried in texts or emails.

  • Start a conversation on any lead record, property, or contact
  • Start a Record Chat from the record's Team Chat button
  • Only teammates who can see the record can see its chat
  • Full conversation history stays with the record forever
New channel Chat Manager
dispositions
Members:
Add people…
Create channel
Rename, manage members & archive anytime

Create Channels For Every Part Of Your Business

Chat Managers can create and manage channels to keep the acquisitions team, dispositions team, and admin staff in separate, focused conversations.

  • Create named channels for any team, project, or topic
  • Add or remove members at any time (it’s simple)
  • Rename channels and manage membership anytime
  • Archive finished channels to keep your sidebar clean
Everything Included

The Full Picture

From whole-team announcements to one-on-one DMs to deal-specific threads—it's all here.

Team-Wide Chat

One shared conversation where your whole account can communicate—always on, always there.

Channels

Named, members-only group conversations for specific teams, topics, or projects.

Direct Messages

Private one-on-one or small group conversations with any teammate, started in one click.

Record Chats

A conversation tied directly to a lead, property, or contact—so deal talk stays with the deal.

@Mentions

Tag a teammate to pull them into a conversation and notify them instantly by chat and email.

@Team

Mention everyone who can see the conversation at once with a single tag.

Threaded Replies

Reply to any message in a thread to keep side conversations organized and easy to follow.

Image Sharing

Share photos directly into any message or thread—fast and easy.

Unread Indicators

Blue dot badges and sidebar counts tell you exactly where there's new activity.

Message Search

Search message text and conversation names to find anything instantly—jump straight to the result.

Notification Controls

Turn email and sound notifications on or off with customizable settings.

Pop-Out Window

Open Team Chat in its own browser window so you can chat and work at the same time.

@Mentions & Threads

Tag The Right Person & Keep The Conversation Tidy

@Mention any teammate to get their attention instantly—they'll see it in chat and get an email if notifications are on.

  • Type @ to see everyone who can see the conversation
  • @mentioned teammates are notified immediately
  • Use @team to reach everyone in the conversation at once
  • Reply in a thread to keep related messages easy to follow
# acquisitions
6 members
Thread
SK
Sarah K. 10:12 AM

@Dan can you pull the title docs for Maplewood?

Dan notified instantly · chat + email
DW
Dan W. 10:14 AM

On it — docs by noon.

SK
Sarah K. 10:15 AM

@team offer paperwork goes out Friday.

Replies stay in the thread — easy to follow
Privacy & Permissions

Control Who Sees What

Record Chats are only visible to teammates who can already see that record, and Chat Managers handle the rest.

  • Record Chat visibility mirrors the record's access permissions
  • Chat Managers can manage Channels & add/remove members
  • Regular team members can chat, DM, & start Record Chats
  • @mentions never accidentally grant access to conversations
Record Chat · 412 Maplewood Dr
Visibility mirrors record access
Private
SK Sarah K.Chat Manager Can view
DW Dan W.Record access Can view
MB Mike B.No record access Hidden
@mentions never grant access

Ready to Put Your Whole
Team On The Same Page?

Communicate faster and close more deals with FreedomSoft’s Team Chat.