Team Chat with Business Context
cashwerk Chat is not just another messaging tool. It's the only team communication embedded directly in your CRM data, projects, and documents.
Most teams use Slack, Microsoft Teams, or WhatsApp for internal communication – creating another data silo. Information discussed in chat is separated from CRM, projects, and document storage. cashwerk Chat solves this by allowing messages to be directly linked to business contexts: projects, CRM contacts, tasks, and documents.
Real-time technology (Socket.IO) guarantees lag-free message delivery. Group chats and channels can be organized by projects, teams, or topics. Reactions, emojis, and inline previews for images and PDFs make communication lively and efficient. Voice messages complement text communication for more complex explanations.
The integrated AI assistant CASPER is available directly in chat. Instead of switching between modules, simply ask CASPER: 'Create a task for the Website Relaunch project' or 'Show me open invoices for Company XYZ.' CASPER semantically searches your business data and delivers answers in conversational format.
Push notifications on desktop and mobile app ensure important messages don't get lost. All chat data is stored GDPR-compliant on German servers – a decisive advantage over US-based alternatives like Slack. Tenant isolation ensures each organization only sees their own chats.
