Highlevel Overview
Stay in touch with new and existing clients without leaving your CRM. Using the Twilio SMS Integration by Taction Software, you and your team can easily send and receive text messages directly from SuiteCRM to your customers.
This plugin also logs outgoing and incoming messages in the CRM, a valuable asset for record-keeping and ensuring a complete communication history within SuiteCRM.
How it Works
Enter Message ID
Add Twilio Message ID to User Profile and save the changes.
Where to Chat
The presence of a chat icon on the record detail view streamlines user interactions and simplifies initiating conversations related to specific records.
After Clicking the chat icon, you will be able to see the chat modal to send messages and to view recent messages. The chat modal for sending and viewing messages further enhances user experience by providing a convenient and efficient interface for text messaging.
To learn more about this solution, go to Twilio SMS Integration or search for "Twilio" on the marketplace.
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Sidebar Setting Management
The Sidebar Setting Management add-on lets you customize your SuiteCRM sidebar section by showcasing your preferred number of records under the Favorites and Recently Viewed sections. See and easily reference more records right from your sidebar.
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SuiteCRM SMS Integration
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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