Instant Chat Features

Each project has a built-in chat room.
Update your colleagues in real time regarding project details.

Chat to your staff in real time

No need to email for an update, use the instant chat features. This simple yet effective feature is just another reason why Planman’s CRM software for architects can help improve communication and overall efficiency in your business.

Tag staff members in the conversation

When you tag a user by pressing the @ key, they are automatically notified that they have been tagged in a chat message.

Automatic Chat Rooms

Each project you create has a corresponding chat room where you can chat to colleagues in real time.

Subscribe to Chats

Subscribe to a project chat room so you are notified when anyone posts a message. If you’re looking for tried, tested and trusted CRM software for architects, Planman can help.

Frequently Asked Questions Regarding Instant Project Chat

Here are some frequently asked questions regarding the instant chat features:

Q: What is instant chat?

A: Instant chat is a way of posting quick messages regarding a project. Think of it like text messages that are assigned to the project.

Q: How does it work?

A: When you are viewing a project, there is a chat icon at the top of the page. Clicking that will pop out the chat room for that specific project. Any text you enter in here will be visible to everyone (only staff, not clients). Messages are listed in order that they were posted.

Q: What is subscribing to chat?

A: You can subscribe to individual project chats so that you are notified when someone posts a message in that chat room.

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