Features
Internal team notes
Private notes scoped to your company, hidden from clients and other parties on the deal.
What you get
The short version
Visible only to active staff at your company who are also on the workspace.
Sits in the same workspace as the client-facing conversation, not a separate tool.
Reads and writes like the chat, with the same mentions and attachments.
Privacy enforced at the database layer, not just hidden in the UI.
More features
The rest of the platform
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