Highlevel Overview

With the SugarCRM SMS Integration by the developers at Verity Infotech, enjoy the convenience of two-way SMS conversations from the conversation chat window. Send messages to stay top of mind with your customers in a way that’s easy for them to engage in. You'll get the following features with this add-on:

  • Two-way SMS conversations
  • Send SMS messages
  • Use existing email templates as SMS templates
  • Create and manage SMS templates with dynamic fields
  • Inbound SMS notification
  • Relation of outbound/inbound SMS with records
  • Improve the level of customer service
  • Customer experience tracking, cross-selling, retention, and more
  • SMS texting CRM integration initiates reminders and notifications

How it Works

One-Click SMS Sending

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

SugarCRM SMS Integration record view

SugarCRM SMS Integration SMS sending

SMS Messages History in Calls Module

  • All sent or received SMS messages will be saved in the Calls module
  • Outbound and inbound SMS messages relate to leads, contacts, accounts if the number matches in the module accordingly

SugarCRM SMS Integration history

Outbound SMS Record

SugarCRM SMS Integration outbound SMS

Inbound SMS Record

SugarCRM SMS Integration inbound SMS

Inbound SMS Notifications

SugarCRM SMS Integration SMS notification

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

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