Custom SMS module for Concord CRM

Description

⚡ SMS Marketing for Concord CRM – Send Custom SMSes

Take your CRM communication to the next level with our Custom SMS Module for Concord CRM. Whether you want to send a one-time message or automate scheduled SMSes with dynamic templatized content, this module gives you full control! Enjoy personalized messaging for your Calls, Meetings, Tasks, Emails, Deadlines by selecting the respective entry from the dropdown selection list.

✔️ Why Use This Custom SMS Module?

Concord CRM excels in deal and contact management and combining Deals with SMS functionality seems a great Marketing actions opportunity. This module servs this need with a fully integrated SMS system, designed to improve follow-ups, notify clients and automate key parts of your sales communication.

⚙️ Feature Highlights – Flexible SMS Automation at Its Best

• • ✔️ Send Manual or Automated SMS Messages
    Compose and send instant messages to any contact, or automate the process using templates, dynamic fields and scheduling.

• • ✔️ Smart SMS Templates with Merge Fields
    Create reusable message templates with dynamic variables like {firstName}, {lastName}, and more.

• • ✔️ Activity Log & Delivery History
    Track every SMS sent from Concord CRM in a dedicated SMS log view, with status (delivered, failed).

• • ✔️ Admin-Only or Role-Based SMS Permissions
    Control who in your CRM team can send SMS, manage templates, or view message history.

• • ✔️ Built-In Twilio Support
    Send messages instantly using native Twilio integration, no setup hassle. Just connect your account and go.

➡️ Real-World Use Cases for Custom SMS module

• • Sales Teams: Instantly follow up with prospects after deal stage changes, improving conversion chances.

• • Customer Success Agents: Send appointment reminders or satisfaction surveys after deal closure.

• Service Providers & Agencies: Automate service updates, renewal notifications, and alerts for each client.

➡️ Fast Setup & Seamless Integration

Installation takes just a couple minutes. Activate, configure your SMS provider, create your templates, and start sending. This module is designed to match Concord CRM’s interface and philosophy, blending perfectly with your daily workflow.

➡️ Compatible with other Concord CRM Modules

Send SMS messages based on actions in other modules like Deals, Contacts, Tasks, and Custom Fields. No need for external apps, everything stays inside Concord.