Engage with your customers instantly using SMS without ever leaving SuiteCRM. With Sapient SMS Integration, your team gets a chat-style interface, outbound/inbound messaging, workflow automation, and complete message history right inside the CRM.
Turn your SuiteCRM into a powerful SMS communication hub
Sapient SMS Integration makes your CRM smarter, faster, and more connected by turning SMS into a native communication channel. With its conversation view, automation, and full history tracking, it’s the perfect tool for businesses that want to keep customers engaged in real time.
Key Highlights
- One-Click SMS Window – Instantly send messages from Contacts, Leads, or Accounts.
- Two-Way Messaging – Capture inbound SMS and keep the full conversation in CRM.
- Workflow SMS – Trigger alerts and reminders automatically when CRM events occur.
- Dedicated SMS Subpanel – Keep SMS history separate and organized for each record.
- Chat View – Modern, chat-style interface with delivery status for every message.
- Flexible Gateway Support – Works with Twilio, Plivo, Nexmo/Vonage, or any HTTP/SMS API.
- SMS Templates with Variables – Create SMS templates in the same way as email templates, with support for dynamic variables (like Contact Name, Lead Info, or Account details). This saves time, ensures brand consistency, and allows you to send highly personalized SMS messages at scale.
- Real-Time Notifications – Get instant alerts inside SuiteCRM when a new inbound SMS arrives.
Send SMS in Just One Click
Send SMS from any Contact, Lead, or Account record with a single click — opening the modern Chat View (as shown in the images below) for smooth, real-time conversations.
SuiteCRM 7
SuiteCRM 8
Chat View – Modern, chat-style interface with delivery status for every message, enabling teams to track conversations, monitor response times, and maintain a complete communication history directly within SuiteCRM.
SMS Logs - Dedicated SMS Subpanel
Keep SMS history separate and organized for each record, with a dedicated SMS subpanel visible under Contact, Lead, and Account detail views for quick access and streamlined tracking.
Real-Time Notifications
Get instant alerts inside SuiteCRM when a new inbound SMS arrives, with notifications automatically shown to the assigned owner of the record for faster response.
Key Features of the SMS Chat View Interface
All numbered elements shown in the image are explained in detail below.
- All Chat List – Displays all available SMS conversations (Contacts, Leads, Accounts). Each entry shows the name and timestamp of the last chat.
- Sorting Option – Allows you to sort conversations in ascending or descending order by latest activity.
- Night Mode Toggle – Allows users to switch between day and night mode for a comfortable viewing experience.
- Unread Message Indicator – A green badge showing the number of unread messages for that specific conversation.
- Active Conversation Header – Displays the name of the selected contact/lead/account with their ongoing chat thread.
- Mobile Number Field – Auto-populated with the recipients phone number, can be edited if needed before sending SMS.
- SMS Template Dropdown – Lets you choose from predefined SMS templates for quick replies.
- Information Icon – Shows the basic details of the selected record (Contact, Lead, or Account), similar to the detail view fields inside SuiteCRM.
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- Email: info@sapientsoftwares.com
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