C-Internal Chat – Smarter Team Collaboration Inside Salesforce

C-Internal Chat enables instant team communication inside Salesforce with personal and record-based group chats. With features like mentions, notifications, file sharing, and presence detection, it centralizes conversations and boosts collaboration.
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Overview

C-Internal Chat is a Salesforce-native application that transforms internal communication by enabling real-time chat directly within your CRM. Unlike scattered emails or external chat apps, it provides both one-to-one messaging and record-scoped group discussions, ensuring every conversation stays tied to business context. Teams can mention colleagues, raise and track queries, share files, monitor online users, and receive real-time notifications—all without leaving Salesforce. Designed with a user-friendly interface and built entirely on the Salesforce Platform, C-Internal Chat makes communication seamless, transparent, and actionable. 

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Core Features

  • Chat Modes & Record Tagging: Personal chats for private conversations and group chats linked to any Salesforce object. Easily tag records to provide context in discussions.
  • Mentions & Query Management: Mention colleagues to loop them into conversations, categorize queries, assign priorities, track status, set SLA due dates, and manage threaded replies.
  • File Sharing: Upload and share documents, images, and files directly within chat for seamless collaboration.
  • Reports & Accessibility: Monitor usage, track team performance through analytics, and access C-Internal Chat anytime via the Salesforce Utility Bar.

Challenges

  • Fragmented Communication: Teams relied on external apps or email chains, making it hard to keep conversations in Salesforce context.
  • Missed Follow-Ups: Lack of due dates and query tracking led to overlooked tasks, with no visibility for managers on message reads or query resolution.
  • Extra Clicks: Finding record-related discussions required leaving Salesforce or switching tools.
  • Limited Collaboration: Standard Salesforce Chatter lacked real-time messaging, file sharing, and presence detection. Forcing teams to leave CRM or switch between to access record-related discussions.

Solution

  • All-in-One Internal Chat: One app for personal, record-based, and real-time conversations directly inside Salesforce.
  • Actionable Queries: Queries are tied to messages with priority, type, and SLA deadlines to ensure timely resolution.
  • Context-Driven Collaboration: Tag records in chats so conversations stay relevant to Salesforce data.
  • Smart, connected, and secure collaboration: with real-time alerts, presence detection, instant file sharing, live chat, and a native Salesforce build for seamless deployment and reliability.

Compatibility

  • Requires Platform Cloud
  • Compatible With Sales Cloud, Service Cloud, and Platform Cloud
  • Salesforce Editions Professional, Enterprise, Unlimited, Developer, and Essentials

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Benefits

Benefits

  • Improved Collaboration: Keep discussions, queries, and files centralized in Salesforce.
  • Transparency & Accountability: Read receipts, tagged records, and reports improve clarity and tracking.
  • Reduced Email Clutter: Move away from long email threads and manage communication inside Salesforce.
  • Data-Driven Insights: Reports and analytics provide visibility into chat adoption and team performance.

Our Recent Case study

Driving Team Collaboration with C-Internal Chat

In today’s fast-moving organizations, scattered communication across emails, external apps, and informal channels often leads to missed updates, delayed responses, and lack of accountability. One customer service team faced these very challenges, struggling to keep track of conversations tied to critical client records.

Yes. It reduces dependency on external tools by bringing all relevant conversations into Salesforce, while still allowing email for external communication.

Yes. Group chats are tied directly to records like Accounts, Opportunities, or any, keeping context intact.

Yes. You can share documents, images, and files inside chats for easy collaboration.

Yes. Presence detection shows which users are active and available.

Yes. Built-in reports and analytics help monitor adoption, usage, and team performance.

Yes. It scales seamlessly for startups and enterprises, ensuring effective communication at any size.

Get C-Internal Chat in your Salesforce Org today and make team communication seamless