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SMS Messaging

Two-Way SMS Inside Your CRM

Other tools need to connect to your CRM. Nutshell SMS already is your CRM—so there’s nothing to integrate, no tab to switch to, and no time wasted.

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Explore features

Message leads directly from your CRM

Start SMS conversations to stay in touch with leads and customers

Get more responses through one-to-one messaging where your contacts are most engaged—on their phones. With Nutshell SMS, send text messages from any Person, Company, or Lead timeline in your CRM directly to your contacts using your company-wide number.

Nutshell SMS - Send Text Messages From Your CRM

Nutshell SMS - Leverage Text Automation From Your CRM

Leverage text automation to send the right message at the right time

Add text messages to your pipeline stage sales automation so your team can focus on the most valuable tasks: engaging with leads and nourishing relationships throughout the sales process and beyond.

Conveniently manage SMS threads in one place

Oversee, assign, track, and create new leads from SMS threads—all inside your CRM. There’s no need to wire platforms together to create a seamless customer experience with your business.

Nutshell SMS - Manage, Track, and Assign SMS Threads

Nutshell SMS Marketing - Send Text Message Drip Campaigns

Deploy powerful text messaging campaigns with SMS marketing

Complement your personalized conversations with bulk SMS and drip sequence capabilities directly from your CRM. SMS marketing is Nutshell’s texting solution that lets you send targeted SMS broadcasts and automated drip campaigns to entire marketing audiences or saved lists. 

Take advantage of the power of SMS to engage with customers at set intervals and keep them informed through personalized messages delivered straight to their mobile devices.

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CRM text messaging FAQs

  • 1. What is a CRM platform with SMS?

    A CRM platform with SMS gives teams the tools needed to quickly reach out to existing prospects and customers via text message. This allows users to send personalized messaging to their audience’s phones, where they are most engaged.

    Advanced CRM systems like Nutshell allow users to automate SMS messaging triggered by a specified action in the sales process.

  • 2. What are the benefits of CRM SMS integration?

    Integrating SMS capabilities with your CRM system offers several valuable benefits, including:

    • Increased engagement opportunities with leads and customers
    • Efficient communication through SMS automation
    • Improved audience engagement management through a centralized hub
    • Faster response times to critical text messaging
    • Easy conversation monitoring and thread assignment in teams
    • Enhanced message personalization through a more direct means of communication
  • 3. How do I find the best CRM with texting for my business?

    If you’re looking for the best text messaging CRM solution for your business, make sure you prioritize these essential features:

    • Scheduling and automation: You should be able to schedule your SMS to be sent at a specific date and time and automate text message sending related to your chosen triggers.
    • Robust inbox: Look for a CRM with an SMS inbox that helps you monitor, save, and filter team threads and gives you quick, one-click access to contact records.
    • Lead assignment capabilities: Your new CRM with SMS should allow you to assign SMS threads to your team members directly from your inbox and set up automated round-robin assignments when you receive inbound SMS messages.
    • Automatically create a lead: Ensure your CRM system has the tools to create a lead from an inbound SMS automatically.
  • 4. How does Nutshell handle SMS compliance and data privacy?

    Nutshell SMS requires clear privacy policies and terms & conditions on your website covering consent, data collection, opt-out processes, and data security. Nutshell complies with TCPA, GDPR, and CCPA regulations. Your privacy policy must state that mobile information won’t be shared with third parties for marketing purposes.

  • 5. How do I manage inbound SMS messages and assign them to my team?

    Nutshell’s Inbound SMS feature lets you manage all text conversations in one place. You can assign messages using round-robin distribution, assign to specific team members, or add to a queue for self-assignment. Automatically create leads from inbound texts and redirect incoming calls to another number.

  • 6. What SMS automation workflows can I set up in Nutshell?

    Nutshell SMS supports automation triggered by pipeline stage changes, allowing you to send targeted messages at key moments in your sales process. You can automate text messages per pipeline stage, schedule messages for specific times, and create drip campaigns. Automation helps nurture leads and move deals forward efficiently.

CRM features that boost your engagement effectiveness

Web Chat

Allow website visitors to start chatting with your team directly from your customized chat widget so you can meet their needs and open more opportunities.

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SMS

Send, receive and manage text messages with contacts through Nutshell SMS.

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Messaging Apps

Manage conversations with leads and customers across Facebook Messenger and Instagram DMs—all without leaving your CRM.

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Free Customer Support

Connect with our world-class support team to get fast, friendly, and free support when needed.

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Security

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