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Telegram CRM for Professional Services

Client work on Telegram, with a record you can rely on

Matter, stage, owner and deadline on the client's chat, handover notes between staff, and a Slack-side record that a deletion cannot erase.

Consultancies, legal and accounting firms increasingly take client instructions over Telegram. The convenience is real and so is the exposure: an instruction that matters is a message anyone can delete.

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Free 3-day Pro trial. 5 Telegram accounts per seat with proxy and dedicated IP, on every plan.

4 workspace privacy controls
2-way Slack connector with a durable record
5 accounts included per seat

The operating loop

How Professional Services run marketing, sales and service on Telegram

Get client instructions into a form the firm can rely on.

Every fee earner's account in one inbox

The firm sees live client work without asking anyone to forward or retype anything.

Matter fields on the chat

Client, matter, stage, owner and deadline as custom columns beside the conversation.

Private or shared per account

Sensitive relationships stay private to one person while general client accounts are shared.

Slack channel per account

Conversations flow into Slack, where the firm keeps its own durable copy.

01

The challenge

Clients instruct over Telegram because it is fast, but the firm gets none of the controls it would expect anywhere else. There is no record of who was told what, deadlines live in individual calendars, and any message can be edited or deleted by whoever sent it. When a fee earner is away or leaves, the state of the matter is unknown.

02

How Entergram helps

Entergram keeps Telegram as the client-facing channel and adds the controls underneath. Matter, stage, owner and deadline are custom fields, so the firm can filter to everything due this week. Deliverables become tickets with an SLA. The workspace can prevent message editing and deletion outright, and the two-way Slack connector keeps a separate copy of what came through, so a later deletion on the Telegram side does not remove what the firm already holds.

  • Matter, stage, owner and deadline as filterable fields
  • Prevent message editing and deletion across the workspace
  • A Slack-side record that survives a Telegram deletion
  • Internal comments so handover does not restart the matter
  • Timestamped activity log of field and status changes
  • Per-account sharing, so sensitive relationships stay private

Capabilities

What Professional Services actually use

Privacy and record controls

Hide usernames, hide group member information, prevent users from editing messages, prevent users from deleting messages.

Two-way Slack with a durable record

Telegram conversations flow into Slack, replies go back out through the real account, and Slack keeps what it received as a separate copy.

Tickets with SLA

Deliverables become owned work with a deadline, a category and a resolution field.

Activity log and internal comments

Field and status changes carry an actor and a timestamp. Comments stay firm-side.

Per-account sharing

Each connected account is shared with the workspace or kept private to the user who connected it.

Setup

How it works

  1. 01

    Connect the client-facing accounts

    Each fee earner connects their accounts and chooses which are shared with the firm.

  2. 02

    Turn on the record controls

    Prevent editing and deletion, and route accounts into Slack for a second copy, before the volume builds.

  3. 03

    Define the matter fields

    Client, matter, stage, owner and deadline as custom columns on every client chat.

  4. 04

    Ticket the deliverables

    Each piece of work gets an owner, an SLA and a resolution field.

  5. 05

    Review deadlines by filter

    Filter on the deadline column to see everything due this week across the whole firm.

Integrations

Keep the rest of your stack in sync

Telegram stays the place the conversation happens, while the systems your team already uses stay up to date.

  • Slack, two-way: the record surface. Route each account to its channel and keep a second copy the Telegram side cannot erase.
  • Your practice management tool through Make or n8n: sync matter stage and deadline so nobody maintains two systems.
  • Entergram MCP: summarize open matters and list every deliverable due this week across the firm.

FAQ

Questions from Professional Services

Can we stop staff deleting client messages?

Yes. The workspace can prevent users from deleting messages and from editing them. Pairing that with the Slack connector gives a second copy a Telegram-side deletion cannot reach.

Is Slack a replacement inbox?

No. Slack is an internal collaboration and record surface. Each connected Telegram account maps to the Slack channel that should own it, but the work happens in the inbox.

Can sensitive client accounts stay private?

Yes. Sharing is a per-account choice, so a partner's confidential relationships stay private while general client accounts are shared with the firm.

Is there an audit trail?

The activity log records field and status changes with an actor and a timestamp, and records export to CSV. Entergram is an operating layer, not a compliance archiving product, so firms with formal retention duties should treat it alongside their existing systems.

Does the client see anything different?

No. Entergram sits on top of Telegram and runs on real personal accounts, so the client sees the same conversation with the same person.

Run Professional Services on real Telegram accounts

Free 3-day Pro trial. 5 Telegram accounts per seat with proxy and dedicated IP, on every plan.

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