Leveraging the very popular Twilio telephony platform, Twilio SMS Extension brings SMS capabilities to SuiteCRM. Send, log, and receive SMS messages from various records using one-off conversations for a specific record, to multiple recipients on a list view, or automatically within your Workflows.
Highlevel Overview
Twilio SMS Extension allows you to send SMS (leads, contacts, employees, prospects, users accounts) and receive (from Twilio) with details such as message, date and time of SMS, status, etc.
SMS Conversations
View full conversation logs and continue on a conversation right from the SMS Conversation Box.
SMS Templates
Templates make it easy to send SMS messages. Use these in your Workflows to quickly and automatically send SMS messages without any human intervention.
Send SMS Automatically
Create and define workflows to send SMS messages automatically based on your exact needs. Just the Send SMS action and choose the template you wish to send based on your defined triggers.
To learn more about this solution go to Twilio SMS Extension or search for "Twilio".
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Opportunity Line Item
Line Items in your Opportunity are used to record the products and/or services that your prospective customer may be interested in buying. You can add as many more as needed and you can modify the values and quantities as you learn more about the Opportunity.
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E-signature Field
Electronic signatures provide a binding way to authenticate a document. We have simplified this in SuiteCRM with an easy-to-use electronic signature capture and embed tool. You can use the E-Signature Field add-on in any default module of SuiteCRM.
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