Connect Microsoft Teams to Close CRM Integration

Communicate with clients through Microsoft Teams while easily capturing and managing transcripts in Close CRM. Enhance cross-platform cooperation and workflow automation.

Connect Close CRM to Microsoft Teams

+1000 integrations to fit your workflow

Tell us about your chat tools to customize your experience

Your Slack fully fueled for connecting to clients on WhatsApp

Cross-platform capabilities

  • Text
  • Threads & replies
  • Emojis
  • Files & Images
  • Tagging
  • Emoji reactions
  • Message deletion and editing

  • Outbound: Start a chat from Slack

  • WhatsApp Business: Go white-label with your own Whatsapp Business Account Numbers

  • Broadcast: Send marketing broadcast campaigns to your customers on WhatsApp

Connect Close CRM to Microsoft Teams

Connecting your WhatsApp to Slack is plug-and-play for you and your customers

Outbound Text & WhatsApp

Superpower your Slack & Teams by enabling direct Outbound Text and WhatsApp functionality

  • Your leads & customers don’t click any buttons, and a channel is created for each interaction
  • Offer the full support of your team in the Slack/Teams channel

Stop pulling your hair out every time your customers want to Text, WhatsApp, Telegram, Bat-signal you…

  • a.link/your-company/your-team links provided for compliant inbound chats, allowing your customer to pick any chat tool they like
  • Set up a compliant chat address for your company and each sales rep or customer-facing team member
  • Receive chats from your customers’ favorite tools directly to your team on Slack or Microsoft Teams
Tap to Chat Cards

Tap to Chat Cards enable in-person connections to stay in contact with you

  • Continue customer chats from the offline world directly into your Slack or Teams
  • Customers tap your Tap your Chat card & choose how they want to communicate with you
Inbound Phone Numbers

Forget work phones. Give employees a customer hotline that route to Slack or Teams.

  • Customers can text (or call!) your team members phone numbers and answer those in Slack or Teams for seamless team handovers
  • Track all interactions in your CRM
Live Chat

Respond to live chats directly from Slack or Teams

  • Customer interactions can be handled by your team or AI
  • Customers can switch from live chat to their own device so you never lose contact

3 Steps to embrace chat-based sales

Step 1

Enable Chat

  • Your customers will reach your business using their
preferred chat tools
  • Customers will have a direct line to your business

Step 2

Centralize Chat

  • Direct & highly responsive interactions over chat
  • Stronger relationship building with your team

Step 3

Store Chat

  • Historical chat data will support a more personalized
sales approach
  • Better customer experience

Why is it useful?

  • Reduces the complexity of cross-platform communication and collaboration with StartADAM.
  • Automate workflows and time-consuming operations.
  • Increases the productivity and efficiency of the team.
  • Ensures that transcripts are managed and organized in a unified manner.

Best for

  • Businesses that use Microsoft Teams as their primary chat application.
  • Sales and customer service teams use Microsoft Teams to communicate with clients.
  • Companies who want to improve their efficiency by integrating communication channels with CRM.

Benefits

  • Communicate with clients from Microsoft Teams and capture all transcripts in Close CRM effortlessly.
  • Allow for cross-platform collaboration without the need for additional tools.
  • Automate time-consuming tasks and streamline workflows.
  • Increase the productivity and collaboration of your workforce.
  • Increase the effectiveness of customer service and sales.
  • Close CRM makes it simple to manage and organize communication records.

Imagine having an open channel with your contacts on WhatsApp without playing the chasing game

Centralize all your chats in Slack - even if your contacts use only WhatsApp

Build relationships over chat without app switching & forgotten messages

Keep the chat flow by easily retrieving contacts in your Slack workspace

Broadcast campaigns from Slack to your contacts in WhatsApp

Get all your chats automatically recorded in your CRM and ticketing platforms

Close more deals where your team works best

A plan that fits every need

Pay annually and save 20%

Free

Start centralizing external conversations with customers & partners in your Slack or Microsoft Teams.

1 user

$0

no commitment
(best for single users)

Chat workspace

  • Unlimited conversations & messages included
  • Internal Slack/Teams workspace members not included

What’s included

  • Your own custom a.link
  • Company Chat Address
  • Unified Live Chat
  • Connect from Slack or Teams to WhatsApp, SMS, Telegram and Discord
  • Text/File/Emoji handling

Start free today. No credit card needed to get started.

Basic

Enable team collaboration for cross-platform interactions with customers in your Slack or Microsoft Teams.

$89

per month per 1 seats
(best for teams up to 5)

Chat workspace

  • Unlimited conversations & messages included
  • Pay for each Internal Slack/Teams workspace member

Everything on Free +

  • A.links for each user
  • Outbound Text
  • Emoji reactions, Tagging, Editing/Deleting messages

Start free today with a 14-day trial of Basic features.

Standard

For teams that need outbound superpowers, contact triage, and integration with CRM or ticketing systems.

$695

per month per 5 seats
(5+ users)

Chat workspace

  • Unlimited conversations & messages included
  • Pay for each Internal Slack/Teams workspace member

Everything on Basic +

  • 100+ app integrations
  • Custom branding
  • Broadcast Messages (1000 sends per month)
  • Contact triage with Welcome Wizard
  • Premium support

Start free today with a 14-day trial of Standard features.

Pro

For teams seeking additional contact sources & AI to scale chat-based relationship building.

$1,790

per month per 10 seats
(10+ users)

Chat workspace

  • Unlimited conversations & messages included
  • Unlimited internal Slack/Teams workspace members

Everything on Standard +

  • Tap-to-chat cards for each paid user
  • Inbound phone numbers for each paid user
  • Broadcast Messages (5000 sends per month)
  • AI Assistant
  • API
  • Compliance Mode
  • Affiliate program access
  • Direct account manager & unlimited free team onboarding sessions
  • Advanced Content Moderation & Protection (optional)
  • Approve Message Requests

Start free today with a 14-day trial of Pro features.

A paid user refers to internal users in your company only. Include your sales people, customer success & managers who will use StartADAM to receive or initiate contact, outbound messages, create groups, manage settings, and carry a.links.

Free

Start centralizing external conversations with customers & partners in your Slack or Microsoft Teams.

1 user

$0

no commitment
(best for single users)

Chat workspace

  • Unlimited conversations & messages included
  • Internal Slack/Teams workspace members not included

What’s included

  • Your own custom a.link
  • Company Chat Address
  • Unified Live Chat
  • Connect from Slack or Teams to WhatsApp, SMS, Telegram and Discord
  • Text/File/Emoji handling

Start free today. No credit card needed to get started.

Basic

Enable team collaboration for cross-platform interactions with customers in your Slack or Microsoft Teams.

$854.40

per year per 1 seats
(best for teams up to 5)

Chat workspace

  • Unlimited conversations & messages included
  • Pay for each Internal Slack/Teams workspace member

Everything on Free +

  • A.links for each user
  • Outbound Text
  • Emoji reactions, Tagging, Editing/Deleting messages

Start free today with a 14-day trial of Basic features.

Standard

For teams that need outbound superpowers, contact triage, and integration with CRM or ticketing systems.

$6,672

per year per 5 seats
(5+ users)

Chat workspace

  • Unlimited conversations & messages included
  • Pay for each Internal Slack/Teams workspace member

Everything on Basic +

  • 100+ app integrations
  • Custom branding
  • Broadcast Messages (1000 sends per month)
  • Contact triage with Welcome Wizard
  • Premium support

Start free today with a 14-day trial of Standard features.

Pro

For teams seeking additional contact sources & AI to scale chat-based relationship building.

$17,184

per year per 10 seats
(10+ users)

Chat workspace

  • Unlimited conversations & messages included
  • Unlimited internal Slack/Teams workspace members

Everything on Standard +

  • Tap-to-chat cards for each paid user
  • Inbound phone numbers for each paid user
  • Broadcast Messages (5000 sends per month)
  • AI Assistant
  • API
  • Compliance Mode
  • Affiliate program access
  • Direct account manager & unlimited free team onboarding sessions
  • Advanced Content Moderation & Protection (optional)
  • Approve Message Requests

Start free today with a 14-day trial of Pro features.

A paid user refers to internal users in your company only. Include your sales people, customer success & managers who will use StartADAM to receive or initiate contact, outbound messages, create groups, manage settings, and carry a.links.

High volume or custom needs? Go Enterprise.

Reach out to us to discuss a custom plan.

Secure at our core.

start adam supports cross-platform communication in a totally compliant way.

  • Your data is kept secure & confidential
  • We do not store any messages or files transferred between platforms
  • Totally encrypted

FAQ

Yeap! StartADAM has both free and paid plans. Check out our pricing here.

We are SOC2 compliant. This means your your data is secured with bank-level encryption and security. It’s pretty serious. Find out more about SOC2 compliancy and our security here.

Get in touch! We’d love to hear from you. Head to our contact page and say hello.

Probably! Please click here to find the full list of our integrations.

More questions?

Help docs

Instant answers at your fingertips for quick problem-solving.

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Get a firsthand experience of our product through a personalized demonstration.

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