Enhance Your SuiteCRM with the Twilio SMS Extension for Seamless Communication

Enhance Your SuiteCRM with the Twilio SMS Extension for Seamless Communication

With the advent of innovative technology solutions, businesses are constantly seeking ways to improve their communication channels. One such solution is the Twilio SMS Extension that integrates seamlessly into SuiteCRM, enhancing the way organizations send and receive SMS. Developed by Redian Software, this extension allows you to interact with leads, contacts, employees, prospects, and user accounts effortlessly.

The Twilio SMS extension not only enables sending and receiving messages but also logs every interaction, making it easy to track conversations. To make the most of this extension, ensure that your module includes the phone_mobile or phone_mobile_c field. If these fields are absent, you can easily create custom fields through Studio.

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Features of the Twilio SMS Extension

1. Admin Panel

The admin panel offers a comprehensive view of your SMS interactions.

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2. Twilio Configuration

To configure inbound messages, ensure the correct URL is used in the Twilio web-hook settings: CRM_URL/index.php?entryPoint=twilioInbound. Remember to replace CRM_URL with your actual CRM URL.

3. Twilio in ListView and DetailView

Easily access your SMS details from both ListView and DetailView for streamlined operations.

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4. SMS Conversation Box

Engage in live conversations through the SMS conversation box, ensuring no communication gap.

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5. SMS Log in DetailView Subpanel

Keep track of your message history and analyze your SMS strategy effectively.

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6. Workflow for SendSMS

Create intelligent workflows to automate SMS sending, ensuring your business remains available at all times.

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7. Create SMS Template

Craft personalized SMS templates to ensure consistent branding in your communications.

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Automation for Enhanced Productivity

The SMS add-on automation feature provides your business the flexibility to send messages with just one click from any module within SuiteCRM. Additionally, it allows for the creation of SMS workflows and the ability to receive replies directly back as inbound SMS. Take control of your business’s productivity by using the SuiteCRM Twilio SMS service plugin to send bulk messages, set up workflows based on specific criteria, and receive immediate notifications or schedule reruns for unreachable messages.

If you need assistance or have purchased this extension and have a support question, please create a support case for further guidance here. For those looking for a demo or wanting to explore more functionalities, do not hesitate to request a demo from the seller and get insights tailored to your organization’s needs.

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