Highlevel Overview

With the SuiteCRM SMS Integration by Verity Infotech, your team can enjoy the convenience of two-way SMS communication 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

How it Works

Below are just a few of this integration's helpful features and SMS capabilities.

One-Click SMS Sending

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

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

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

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.

To learn more about this solution, go to SuiteCRM SMS Integration, or search for "SMS."