Your team, in the same room.
Chat, notify, announce and celebrate inside the system where the work already is.
PO-2026-0002 is partially received: 6,706 of 7,059 AAC blocks are at the Skyline store.
Team chat, with receipts.
Direct and group conversations with read receipts, files and photos, reactions, mentions, polls, voice notes and scheduled messages. Files are kept in your deployment's private cloud storage.
- Read receipts per message
- Share CRM records in a chat
- The same chat on web and mobile
PO-2026-0002 is partially received: 6,706 of 7,059 AAC blocks are at the Skyline store.
Alerts that matter, nothing else.
Assignments, mentions, approvals and automation alerts arrive as notifications. At 08:00 each person gets the day's follow-ups, visits and tasks. Everyone chooses which categories to mute.
- Per-person category settings
- Daily 08:00 reminders
- Also in the mobile app
Say it once, to everyone.
Company-wide, team or role notices with an audience fixed when posted. Important notices cannot be muted. Birthdays and wedding anniversaries are greeted automatically.
- Audience fixed when posted
- Important notices always delivered
- Birthdays and wedding anniversaries
The office is closed for Navratri. Back on Thursday.
Everyone sees their part.
Permissions are set per role for every module and action, such as view, create, edit, delete, approve and export. Teams decide which schemes each person can see, and dashboards can be assigned to roles.
- Module and action permissions
- Scheme access by team
- Dashboards for each role
| Module | View | Create | Update | Delete |
|---|---|---|---|---|
| Leads | ||||
| Follow-ups | ||||
| Site visits | ||||
| Bookings | ||||
| Booking payments | ||||
| Units |
See BuilderCRM on your own schemes.
Book a demo and we will walk through your process, not a generic deck.