Teams work in silos.
Sales, service, and ops each live in different tools and chat apps, so updates get lost, handoffs slip, and no one has the full picture.
ShareOA
Your team’s daily work, connected toyour CRM.
Business messaging, approvals, calendar, tasks, attendance, and email in one app — natively linked to your CRM, so work never leaves the customer context.
Getting everyone on the same page takes too many apps.
Three gaps that show up the moment work leaves your CRM.
Talking to partners and customers is a patchwork.
Distributors, resellers, and clients sit outside your internal tools — so external conversations scatter across email, chat apps, and personal phones, with no shared record.
The work never reaches the customer record.
Messages, approvals, and decisions happen off to the side, disconnected from the deal, order, or account they're actually about.
Your team needs one place to work together — inside and outside the company, with every conversation tied to the customer it's about.
Everything a workday needs, in one connected app.
Six essentials — from messaging to email — all tied to the customers, deals, and orders your teams already work in ShareCRM.
Messaging
Business messaging, tied to customers.
One-to-one and group chat with files, meetings, and polls; read receipts; and customer-centric group chats that pull the right CRM record and team into one thread. Message partners and clients across organizations.
- Group & 1:1 Chat
- Customer Groups
- Cross-Org Chat
Approvals
Approvals that stay tied to the deal.
Configurable approval flows for quotes, discounts, expenses, and more — reviewed on desktop or mobile, and written straight back to the CRM record they belong to. No separate approval app, no lost paper trail.
- Configurable Flows
- Desktop & Mobile
- CRM-linked
Planning
Calendar, tasks, and daily plans in one place.
Meeting invites, chat-to-task, reminders, and daily, weekly, and monthly work logs — all connected to the customers and deals they belong to.
- Calendar
- Chat-to-Task
- Work Logs
Attendance
Attendance and field check-in.
Fixed, rotating, and flexible shift rules with clock-in/out for field teams and automatic attendance reporting — no spreadsheets.
- Shift Rules
- Field Check-in
- Auto Reports
Send and receive email inside your CRM.
Connect your mailbox and handle customer email without leaving ShareCRM. Every message is automatically matched to the right contact, account, and deal — so the full thread lives on the record, visible to the whole team.
- Mailbox Sync
- Auto-match to Records
- Shared Team Inbox
Work feed
A company-wide work feed.
A lightweight social feed to share updates, @mention teammates, and react — keeping everyone aligned without another meeting.
- Updates
- @Mentions
- Reactions
Office work that moves your business, not just your inbox.
Not a separate system — your CRM, extended to how your team actually works. Configure, connect, and extend as you grow.
Connected to your CRM, not bolted on.
Approvals, logs, calendars, email, and tasks all link to customer, deal, and order records — so daily work advances the pipeline, not just the to-do list.
One entry point for the whole workday.
Messaging, approvals, calendar, email, and attendance in a single app — less tool-switching, less lost context, one place to search.
Enterprise-ready and secure.
Permanent, searchable message history, controlled access, and safe handling of data when employees leave — so nothing walks out the door.
Teams that stopped switching tabs to get things done.
Sales, service, and ops used to live in three chat apps and a CRM that never talked to each other. Now the conversation and the customer record are the same place — handoffs stopped falling through the cracks.
Anna L.
Head of Revenue Operations · Medical Devices
Discount and quote approvals used to happen over email and get lost. Now every approval runs inside the deal and writes back to the record — when a rep asks 'where's my approval,' it's right there on the opportunity.
Wendy G.
Sales Operations Director · Industrial Equipment
We coordinate installs with service partners and clients in the same threads our reps already use — no more chasing updates across email and personal phones. Everyone works off one shared record.
Peter N.
Head of Channel & Service · Manufacturing
Trusted by 7,000+ enterprises globally
Keep every team moving with ShareCRM OA.
Connect people, approvals, and daily work in one seamless workspace.