SMS CRM Solutions

Flexible multi-channel conversational messaging choices
let you easily interact with your clients and potential customers.

Send SMS and WhatsApp messages to your customers using your CRM

Enable, organize, and combine multichannel customer communications within your Customer Relationship Management (CRM) account to give your representatives the fastest possible access to critical customer engagements.

Have secure & engaging conversations with your customers directly inside of your CRM

All customer communications can be accessed from a single location

From the start, centralize all communication threads among customers, channels, agents, and your CRM account in chronological order. Obtain references and context about the customer and their real-time position in the sales cycle.

Assist your sales representatives in engaging customers one-on-one

Allow your agents to engage with customers one-on-one using a CRM-integrated desktop or smartphone texting for time-sensitive notifications, inquiries, corrections, or expert assistance.

Send SMS and WhatsApp messages automatically

Set up automatic messages to be delivered to customers via WhatsApp or SMS for a variety of time-sensitive communications, such as responding to new inquiries, appointment confirmations, follow-ups, and so much more.

Campaigns can be used to hyper-personalize messages at a large scale

Create and arrange tailored drip messaging campaigns that can reach up to 50,000 contacts at once. Include short, branded URLs to highlight your skills. Monitor message open and click rates. Know, for sure, that your message is getting across.

Use on brand templates to provide an uniform user experience

For common client interactions like appointment reminders, billing follow-ups, automated alerts, and FAQs, publish ready-to-use branded message templates.

Manage customer communication consent

Multichannel consent management can be made easier. By integrating online forms with opt-in and opt-out keywords, you can collect and update consent data inside of your CRM. Keep a record of your consent for SMS/MMS, WhatsApp, and other communications.

Collaborate in your CRM at any minute, no matter where

Utilize your smartphone to access all customer chats, wow customers with your lightning-quick responses, and maintain all consent and client information synchronized with your CRM account.

Use your preferred CRM account to directly contact your clients through their chosen channels

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Assess the amount and effectiveness of messaging

Track critical customer messaging data like delivery rates, turnaround time, credit use, agent efficiency, and more – all from within your CRM. Also, get notified when certain metrics reach specific criteria that you’ve set.

Establish customer messaging in minutes

CloudTalk SMS communications allows you to set your virtual contact numbers, your local time zone, company hours, staff positions, and consent options in no time. Begin messaging records directly with your CRM’s database.

Conversational messaging can be integrated with your favorite CRM

Like other CRMs, you can use your favorite apps with-in Zoho to converse and engage with your audience. Some of these apps include:

Zoho Desk
Zoho Campaigns
Zoho Recruits

Credits

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Download User Guide