This feature allows users to send and receive SMS messages and make calls directly from the CRM while displaying their own phone number. Whether on mobile or desktop, users can maintain professional communication using their existing business or personal phone number without revealing an alternate or generic system number.
Use Your Number – Send texts and make calls directly from the CRM while displaying your own phone number.
Two-Way Texting – Send, receive, and track SMS/MMS with conversation history.
Click-to-Call – Make calls with one click, log details, and record if needed.
Mobile & Desktop Access – Sync across devices with notifications for messages and missed calls.
Compliance & Security – TCPA/GDPR compliant with encrypted data and opt-in management.
Automation & CRM Integration – Schedule texts, auto-follow-ups, and link communication to customer records.