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Team Chat — Internal Messaging, Groups and Calls Inside Your ERP | BOOM ERP
Team Chat

Talk to your team
where the work happens

Direct messages, group chats, voice and video calls, voice notes and file sharing — built into BOOM ERP. Chat with your clients from their portal, turn a conversation into a support ticket, and decide exactly who can talk to whom.

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Internal Messaging

One Chat for Your Team and Your Clients

No separate messaging app and no work conversations lost in personal phones. Every chat stays inside the system your team already uses.

Direct Messages

Message any colleague in real time. See who is online, away or busy, when they were last seen, and whether your message has been seen.

  • Real-time messages
  • Online, away and busy
  • Last seen
  • Seen and not seen

Group Chats

Create groups for teams, departments or projects. Add and remove members, set a group photo, rename the group and mention people to get their attention.

  • Groups for any team
  • Group admins and members
  • Group photo and name
  • Mentions with notifications

Voice and Video Calls

Call a colleague from the chat with a voice or video call in the browser. You can also let clients call the staff member assigned to them.

  • Voice calls between staff
  • Video calls when enabled
  • Clients can call assigned staff
  • Choose microphone and speaker

Voice Notes and Files

Record a voice message, drop files into the conversation, and browse every photo, video and file you have shared with someone. Download several at once.

  • Voice messages
  • Drag-and-drop files
  • Shared photos and files browser
  • Bulk download

Reply, React, Forward

Reply to a specific message, react with an emoji, edit or delete what you sent, forward messages to others and star the ones you need later.

  • Reply to a message
  • Reactions and emoji
  • Edit and delete
  • Forward and star

Chat With Your Clients

Client contacts chat with your team from their portal. Choose which staff they see, send announcements to clients, keep notes on each client and convert a conversation into a support ticket.

  • Chat from the client portal
  • Control which staff clients see
  • Client announcements
  • Convert a chat to a ticket

Linked to Your Work

Share a record from the system — a project, an invoice, a contract — straight into the chat, and link a group to the record it is about.

  • Share system records in chat
  • Link a group to a record
  • Staff announcements
  • Search inside conversations

Permissions You Control

Set who can chat directly, create groups, send files and make calls — by default, per role or per staff member. Block or allow specific pairs, and name chat admins.

  • Defaults for everyone
  • Rules per role
  • Exceptions per staff member
  • Block or allow direct chat
2Call Types: Voice and Video
3Statuses: Online, Away, Busy
2Audiences: Your Team and Your Clients
4Permission Layers
The Module

Team Chat: Conversations That Stay With the Business

When work talk happens in personal messaging apps, it leaves with the employee. Team Chat keeps conversations, files and calls inside BOOM ERP, next to the customers and projects they are about.

Permissions work in layers: a default for everyone, rules per role, exceptions per staff member, and admin overrides on top. A deny between two specific people always beats an allow.

Team Chat works with the rest of BOOM ERP: turn a client conversation into Support Tickets, share records from your projects, and keep every client in the CRM.

How it works

From Message to Resolution

1. Set the rules

Decide who can chat, create groups, send files and make calls.

2. Talk

Message colleagues directly or in groups, with voice notes and files.

3. Call

Switch to a voice or video call when typing is not enough.

4. Follow through

Share records, and convert client chats into tickets.

Capabilities

Everything a Team Chat Needs

What your team gets with Team Chat:

  • Direct and group chat — real-time messages with seen status.
  • Calls — voice and video calls in the browser.
  • Voice notes — record and send audio messages.
  • Files — drag and drop, shared-files browser and bulk download.
  • Message tools — reply, react, edit, delete, forward and star.
  • Mentions — notify a colleague inside a group.
  • Pin and mute — keep important chats on top and quiet the rest.
  • Client chat — clients talk to your team from their portal.
  • Tickets — convert a client conversation into a support ticket.
  • Records — share and link system records in chat.
  • Announcements — messages to all staff or to clients.
  • Permissions — defaults, roles, staff exceptions and admin overrides.
Questions

Frequently Asked Questions

Can staff make calls from the chat?+
Yes. Staff can start voice calls with each other in the browser, and video calls can be enabled as well.
Can clients chat with my team?+
Yes. Client contacts chat from their portal, and you control which staff members they can see. You can also allow them to call their assigned staff member.
Can I turn a client chat into a ticket?+
Yes. Select the messages and convert them into a support ticket.
Can I limit who talks to whom?+
Yes. Set defaults for everyone, rules per role and exceptions per staff member, and block or allow direct chat between specific people.
Can I send voice messages and files?+
Yes. Record voice messages, drop files into the conversation, and browse everything you have shared with a person.
Can conversations be exported?+
Yes. Export a conversation before deleting it, and administrators can clear old conversations.

Keep your team's conversations inside the business.

Messages, groups, calls and files, next to your customers and projects. Talk to us for a quick walkthrough.

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