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PRODUCT

Best CRM for

Text Messages

Enjoy 95% open-rates when you add text messages to your sales toolset.

Connect with clients more easily, more often — and close more deals.

Stay top of mind by engaging prospects on a more personal medium.

Deepen your relationships with customers and get quicker responses

OUR BENEFITS

10

x

Engagement

Text messages see 10X higher engagement and CTR (click-through-rate) than emails.

5

%

Gain the edge

Only 5% of companies are utilizing text messages as part of their sales process.

5

+

Get replies faster

Prospects and customers respond to text messages 5+ hours sooner than emails.

95

%

Don’t worry

95% of prospects are happy to receive promotions and special offers via text.

POPULAR FEATURES

Centralized text message log

Send rich SMS text with images

Send and receive texts directly from FreeAgent on your browser or mobile app

Remind prospects of upcoming meetings

Text Message Auto-Responders

Send large SMS/MMS blasts

Smart-personalization with CRM data

Automate text message follow-ups after events, like meetings or calls

Send large SMS/MMS blasts

Built-in compliance with unsubscribe rules

Text message templates

Send texts from the same number you use for calling for higher read and response rates

Auto-assign text message tasks as part of a sales sequence

Automatic reporting on SMS activity

CAPTURE & TRACK TEXT MESSAGES

Ensure important interactions aren't lost

Centralized SMS log and customer timelines

FreeAgent neatly organizes all your emails, calls, meetings, attachments, and notes for every contact for a complete chronological relationship history. Filter by activity type, such as text messages.

Additionally, instead of viewing by customer, you can view a centralized call log of all text messages company-wide or by rep.

Professional text message presence

Reps can send text messages from the same number used for calling for higher read and response rates.

In-App Texting

Send and receive texts directly from FreeAgent on your browser or mobile app.

Additionally, instead of viewing by customer, you can view a centralized call log of all text messages company-wide or by rep.

DEEPEN YOUR RELATIONSHIPS

Text messaging leads to better sales outcomes

Increase engagement

Text messages see 10X higher engagement and CTR (click-through-rate) than emails.

Prospects and customers respond to text messages 5+ hours sooner than emails.

Automate text message sequences

Set a series of text messages to send based on triggers you decide, such as new leads, birthdays, account renewal reminders, etc.

Include more than just text messages; set multi-channel nurture sequences with emails, SMS, set tasks/reminders for phone calls.

Text Message Auto-Responders

Respond to form queries and new leads instantly with personalized automated SMS responses.

Text Message Templates

Save hours writing repetitive messages.

Built for highly productive sales reps. Choose a template, automatically personalize with CRM data, add any extra tailoring in the moment, and send.

Share text message templates with your team.

Send personalized text messages to multiple recipients at once.

Automate text-message follow-ups after calls

Automate follow-up texts to send after a call, so reps can move onto the next call quicker — while impressing prospects with professional follow-ups every time.

Prospects and customers respond to text messages 5+ hours sooner than emails.

Include more than just text messages; set multi-channel nurture sequences with emails, SMS, set tasks/reminders for phone calls.

Built for highly productive sales reps. Choose a template, automatically personalize with CRM data, add any extra tailoring in the moment, and send.

Share text message templates with your team.

Send personalized text messages to multiple recipients at once.

SMS MARKETING CAMPAIGNS

Create powerful text message marketing campaigns

Send large SMS/MMS blasts

Send personalized text messages to hundreds of chosen contacts with a single click.

Use any Saved View or set of filters to easily create an audience for your text message blast.

Use smart fields to insert CRM data such as names, industry, birthdays, or any other information.

Reach your audience on a more personal medium

Don't worry — 95% of prospects are happy to receive promotions and special offers via text.

99% appreciate text messages for meeting reminders and project updates from companies they do business with.

Stay compliant

Built-in compliance with unsubscribe rules.

Use any Saved View or set of filters to easily create an audience for your text message blast.

Use smart fields to insert CRM data such as names, industry, birthdays, or any other information.

99% appreciate text messages for meeting reminders and project updates from companies they do business with.

TEXT MESSAGE REPORTING

Include text messages in sales activity reporting to measure impact

Automatic reporting

See text message activity by rep, by team, or company-wide.

Measure text message effectiveness

Gain insights to improve your campaigns across templates or individual messages.

Measure impact on sales

Add text messages to sales activity leaderboards to measure impact on sales and rep performance.

Lead the way to a better workday

Connect with our CRM experts to unleash your team’s potential.

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