Your team talks where the company data lives
Team channels, direct messages and groups, right inside the ERP. Send a quote, an invoice or an order straight into the conversation, and whoever is allowed opens it with one click. Tasks come out of what is discussed, and you approve them.
Ana 10:05
Mihai, did you see the quote for Solvar? OF-2026-0014
2 replies last one 3 minutes ago
Mihai 10:08
Yes, I am sending it this afternoon. The client wants a small discount.
Dan 10:12
I have a new client for the big package. Ioana Dinu
Ana is typing...
Everything a team needs, without one more app
Public channels for the whole company and private ones for management or projects. Direct messages between two colleagues and small groups for a topic. Reply in a thread so the main discussion stays clean.
Mention a colleague with @, attach photos and documents, pick them from the company Gallery too, and search the whole history. See who is online and who is typing right now.
- Public and private channels, direct messages and groups
- Threads, reactions and pinned messages
- Photos and documents, including from the Gallery
- Search across the whole history, with or without diacritics
- Device notifications, merged: one notification per conversation
Ana 10:05
Mihai, did you see the quote for Solvar?
Mihai 10:08
@Ana here is the version with the discount. I will send it once you approve.
solvar-presentation.pdf from the Gallery
Agreed 2Seen 1
Ana is typing...
The quote, invoice or order, right in the conversation
Type # and pick a quote, an invoice, a contract, an order, a client, a supplier or a task. It shows up as a label that opens with a preview, only for people who are allowed to see it.
Every record has two buttons: "Send to chat", to hand it to a colleague or a channel, and "Discussion", which opens the channel dedicated to it. When you close the record, a top bar takes you back to the conversation.
- Clients, quotes, invoices, proformas, contracts, orders, suppliers and tasks
- One channel for each quote, client or project
- Only people with rights on the record see the preview
- Automatic messages from other apps, through the API
Please approve it by Friday. OF-2026-0014
A task comes out of the discussion, not a lost note
Turn the assistant on in the channels you choose. Once the discussion goes quiet, it reads the new messages and proposes tasks: title, assignee, due date and the links to the quote or client being discussed.
The proposal appears under the message it came from. You create it with one click, edit it or ignore it. Nothing is created without a person.
- On only in the channels you pick, with your own company key
- Assignee, due date and links filled in from the discussion
- Approve, edit or ignore, in one click
- The created task lands on the team board, linked to the quote or client
Mihai 10:08
I will send the Solvar quote by Friday. Ana, please check the prices.
Messages stay with the company
Direct messages and groups are encrypted in the database. Permissions come from the ERP, by role, like any other module. An administrator sees and manages public channels, while other people's messages stay theirs.
You decide how long conversations are kept: by default with no limit, or deleted after a number of days, set separately for channels and direct messages. Someone leaving? Delete their direct conversations from one place. Export any conversation as an archive, with its files.
- Encrypted direct messages, read only by participants
- Role-based permissions, like the rest of the ERP
- Configurable retention, with complete deletion
- Conversation export, with files
- Module turned on only for companies that want it
A few examples
Sales teams
A channel per client or quote, with the quote, the order and the discussion in one place. Whoever joins later sees everything that was decided.
Clinics and practices
Reception, doctors and administration talk to each other without mixing patients into a WhatsApp group.
Online shops
Orders with problems are discussed in their own channel, with the order, the client and the parcel one click away.
Service companies
Projects get their own channel, and tasks that come out of the discussion land on the board without anyone retyping them.
Need something else? We build to order, on the same ERP data.
What people ask us
Who can see direct messages?
Only the people in the conversation. Direct messages and groups are encrypted in the database. For technical support, security or legal obligations, the platform operator can access data, as stated in the data processing agreement.
Does the AI assistant read everything we write?
No. The assistant only works in channels where an administrator or the channel creator turns it on, using your company's own key. Direct messages and groups stay out of it, and every proposed task waits for a person to approve it.
Who sees a quote or an invoice sent in chat?
Only people who are allowed to see it in the ERP. Everyone else sees the label in the message, but nothing opens.
How long are messages kept?
By default, with no limit. If you like, you set separately for channels and direct messages after how many days they are deleted, permanently, together with their files. You can export any conversation at any time.
Can chat be connected to other apps?
Yes. Your apps can post messages to a channel through the API, for example when a quote is accepted or an order comes in.
Do we need another chat program?
No. Chat is a module of the ERP, with the same users, the same permissions and the same search.
Let us see how your team would talk in the ERP
We do a call, learn how you work today and show you chat with your own company data.