by Verity Infotech

With the SuiteCRM SMS Integration, your team can engage buyers and increase sales revenue with individualized conversations via one-click SMS sending from anywhere in the CRM. Utilize convenient features like: two-way single or bulk messaging, SMS templates, message scheduling and more.

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Activate bi-directional text messaging from your SuiteCRM

With the SuiteCRM SMS Integration, enjoy the convenience of two-way SMS conversations from the conversation chat window. Send single, bulk, workflow and scheduled messages to stay top of mind with your customers in a way that’s easy for them to engage.

Key Features

  • Two-way SMS conversations
  • Send single and bulk SMS messages
  • Schedule the SMS
  • Use existing Email templates as a SMS templates
  • Easy workflow configuration
  • Create and manage SMS templates with dynamic fields
  • Inbound SMS Notification
  • Relation of Outbound/Inbound SMS with records
  • Improve level of customer service
  • Customer experience tracking, cross-selling, retention and more
  • SMS texting CRM integration initiates reminders and notifications
  • Schedule anniversary and birthday SMS

One-Click SMS Sending

  • You can see below images for sending SMS from Detai View and List View of any module
  • Keep all your conversations organized

DetailView_SMS.png

SendingSMSSingle.png

SMS History Module

  • All sent or received SMS will be saved in SMS History module
  • Outbound and Inbound SMS relates to leads, contacts, accounts if number matches in module accordingly

SMS_History_ListView.png

SMS History subpanel shows all outbound and inbound messages related to the record.

SubPanel_SMSHistory.png

Sending Mass SMS

You can send mass SMS from List View of the Leads, Contacts and Accounts modules.

MassSMS.png

Scheduling SMS

Open SMS window and click on Schedule SMS so it will redirect you to create a record with all value set in that record.
Select the schedule date and then save the record.

Schedule1.png

Schedule2.png

Outbound SMS Record

Outbound.png

Inbound SMS Record

InboundSMS.png

For support or any questions:
Email us at info@verityinfotech.com
Skype: info@verityinfotech.com

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