One pool, every channel
Conversations from every connected account are visible to the workspace rather than trapped on the device of whoever connected them. WhatsApp, Instagram, Telegram, X, email and live chat, one list.
Every WhatsApp, Instagram, Telegram, X, email and live chat conversation is visible to the workspace, each one has an owner, and roles decide who can see and do what. Plans are priced per workspace, so the third person who needs to answer does not change the bill.
Renewal is due next month. Do not discount yet.
Sharing a password is not collaboration. Ownership, permissions and a record of who did what is.
Conversations from every connected account are visible to the workspace rather than trapped on the device of whoever connected them. WhatsApp, Instagram, Telegram, X, email and live chat, one list.
Assign a chat to a person so two people never type the same answer, and see what is unassigned as a real queue rather than a guess about who is handling it.
Decide what each member can see and do. A new agent answering chats does not need the ability to delete contacts, export the database or change billing.
Adding the person who answers weekends does not add a line to the invoice. Seats are included in the plan, which is unusual in this category and deliberate.
Leave a note on a conversation that the customer never sees, so context is handed over with the thread instead of in a separate chat somebody has to search.
Run genuinely separate books of business with their own data when you need to, rather than mixing two companies into one contact list.
When the businesses share a team, brands keep the channels, promises and reporting apart while everyone still works a single inbox.
Where a conversation is a request rather than a chat, the support desk adds a ticket number, a priority, a reply-time promise and an alert before it is missed.
Per-conversation muting, sound alerts and unread counts, so an inbox four people watch does not turn into four people ignoring it.
Who answered how much, how fast the first reply came, and where the queue backs up. Staffing decisions stop being an argument about impressions.
Assignments, status changes and replies leave a trail on the contact timeline, so a handover does not depend on anybody remembering.
An AI agent can take first replies and hand a conversation to a person under your rules, and while an operator holds it the agent stays out of the thread.
A shared team inbox is one queue that several people work, where every conversation has an owner, permissions decide who can do what, and the history stays with the customer rather than with the employee. In CRM Solid the queue is omnichannel by default: WhatsApp, Instagram, Facebook, LinkedIn, Telegram, X, email and the live chat widget all arrive in the same list.
Most teams reach this point the same way. One phone, then a shared login, then two people answering the same message, then somebody leaves and takes the conversation history with them. None of those are fixed by a bigger inbox. They are fixed by ownership, roles and a record.
Per-seat pricing quietly punishes the thing it should encourage. The obvious way to stop two people answering the same message is to give everyone their own account, and per-seat billing makes that the expensive option, so small teams keep sharing one login and lose the audit trail that made the tool worth buying.
CRM Solid includes seats in the plan instead. Free includes 2, Pro 3 and Business 10, and the price does not move when you use them. That is a deliberate trade: we would rather your weekend cover have their own account than have you pay us for the privilege.
Access should follow the job. Somebody hired to answer chats needs the inbox, the contact record and the ability to reply. They do not need to export the entire customer database, delete records, change billing or disconnect an account.
Roles make that separation explicit rather than trusting everybody to be careful. It matters most in the two situations nobody plans for: a new hire in week one, and somebody leaving on bad terms.
The team features split across plans as follows.
Free includes two seats. Assignment, roles and the shared pool start on Pro.
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