TT – Sending SMS with OpenCRM



This Tuesday Tip video explains how you can send SMS messages via OpenCRM. That’s right, you can send text messages to your Contacts and Leads straight from your CRM system.

In this video, Tom will show you how to authorise a user to send out SMS messages, how to actually send them out, how you can build automated SMS messages (for your users as well as your customers), and how you can a message to multiple Contacts at once.

In addition to all of the above, you can also create templates for your users to send out, making sure your text messages are always on message and on brand. You can also set which sender name is used for messages sent via OpenCRM.

If you’d like to chat more about using OpenCRM to send out SMS messages to your Leads and Contacts, why not get in touch with your account manager? You can start the conversation by clicking the chat icon in the bottom right of your screen.

Our Tuesday Tips series is a weekly video blog of helpful hints and tricks to use OpenCRM to its fullest capacity. Why not stay up to date with this series, as well as our webinars and knowledgebase videos by subscribing to our YouTube Channel?


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