WorkZeal Chat BoxAll your chats, tied to the client

Archive photograph of women operators connecting calls at a long Bell System telephone switchboard

Every channel, one window

WhatsApp, Instagram, Facebook, Telegram and your website chat in one list. Every chat comes with its company and deal, lands in the client's Journal, and AI agents answer new requests in seconds.

The chat is in every app

A small client chat lives in the CRM, Mail, Documents and every other WorkZeal app. Answer clients without leaving the deal, the email or the invoice you're working on.Connected apps: CRM · Mail · Documents

Your team talks where the work is

Group chats, private messages and a separate conversation for every deal. Won deals and new tasks land right in the team chat, so nobody misses them.

Your company, in your pocket

Wherever you are, ask Insider. It answers from your CRM data: how the day is going, what's overdue and who is ahead on KPI.Meet all WorkZeal AI agents →

CRM runs through everything

Omnichannel CRM: chat, messengers, email, web forms, phone, texting and social networks. And anything else you connect, all in one client card.Learn more: Chat Box → · Mail →

  • WhatsApp
  • Instagram
  • Facebook
  • Messenger (Facebook Messenger)
  • Telegram
  • Email
  • Texting (SMS, text messages)
  • Your website
  • Chat widget
  • Phone
  • + More via API
  • Omnichannel CRM: every customer conversation in one client card
  • Meta (WhatsApp, Instagram, Facebook, Messenger)
  • Web forms
WorkZeal CRM

Every thin line is another way in.

One client card

Chats, calls, texts and emails land in one timeline. Open a client and see everything that was said.

Switch channels, keep the thread

A customer texts, then calls, then emails. Your team sees one conversation, not three.

Share inboxes, hand off chats

Give a teammate access to a work mailbox and they see every client email and can reply as themselves or as the owner. Chats can be assigned to a colleague too.