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CRM Platform

Text your customers from the CRM, and get their replies there too

Two-way texting on your own numbers: send from a contact, reply from the shared inbox, run text campaigns with click tracking, let a flow wait for someone to text back, and have a bot answer first. Consent and opt-outs are kept for you.

Deal pipeline board with drag-and-drop stages

Every text on the record

Texts you send and replies you get land on the contact's timeline beside their emails and meetings, and in the shared inbox, where your team answers from the right number.

Consent kept for you

STOP, START and HELP are handled on every number, opt-ins from your forms, booking pages and imports are recorded with the evidence, and a text to someone who opted out is refused before it costs anything.

Campaigns you can see before they go

Pick lists and a number, write the text and see exactly who it reaches, what it costs and who is left out and why. Every link becomes the person's own short link, so a click shows who it was.

Flows that wait for a reply

Text someone from a flow, wait for them to text back, and take a different path for YES and NO. Meeting reminders go by text, and a C reply cancels the booking.

A bot that answers first

Give a number a bot and it answers from your FAQs and knowledge, steps aside the moment someone on your team replies, and hands over when it isn't sure.

What's included

  • Two-way numbers and sender names, requested in Settings and registered with carriers for you
  • Text tab on every record, with templates, scheduling and live segment and credit counts
  • Replies in the shared inbox (Texts) and on the contact's timeline
  • STOP / START / HELP and your own keywords, quiet hours and a daily credit cap
  • Consent from forms, booking pages, imports and by hand, with evidence
  • Text campaigns: audience from lists, estimate before sending, short links with click tracking, stats per person
  • Flow steps: send a text, wait for a reply with keyword branches; triggers for received, delivered, failed, opted out and link clicked
  • Meeting reminders by text, with C to cancel and R to reschedule
  • An AI bot per number, the assistant's text tools, and POST /api/v1/sms with Idempotency-Key
  • Texts as a reporting source: volume, delivery and failure by number, sender and record

Try Text messages on your own data

Free plan, no card, set up in an afternoon.