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Vtiger Messages Integration: Your Modern Communication Tool

Your business needs to be responsive and communicate with customers effectively to build strong relationships. SMS and WhatsApp messages enable organizations to instantly reach out to customers, run promotional offers or product launches, and ultimately win more deals.

In Vtiger CRM, you can send messages to your customers in two ways: using the SMS Messages Module or the Messaging Campaigns Add-On.

  • SMS Messages: It enables you to communicate effectively with your customers through text messages by sending individual, bulk, or automated messages.
  • Messaging Campaigns: It elevates your outreach by combining SMS capabilities with the ability to reach customers on WhatsApp.
 

Core Functionality of SMS Messages

Single Stand-Alone Messages/ Mass Messages

Communicate instantly by sending individual or bulk messages to your customers to inform them about products, offers, or requests.

Automated SMS Messages

Manage planned campaigns by setting up automated workflows to send messages on a specific date and time.

 

Core Functionality of Messaging Campaigns

Dual Channel Communication

Run SMS campaigns by configuring both SMS and WhatsApp service providers to engage customers across multiple channels and improve customer outreach.

Personalized Campaigns with Message Templates

Create SMS or WhatsApp messages with prebuilt templates, customize the layout, and add names to make each message personal and relevant.

Test Campaigns

Before launching your campaign, test the message to ensure everything from content to delivery is perfect.

Seamlessly Send SMSes From Vtiger CRM

CRM systems with in-built messaging capabilities can help you enhance your marketing, sales, and support workflows. Here is how you can send messages from Vtiger CRM in three simple steps.

The first step is to sign up with an SMS service provider. They will provide you with a unique user ID, authentication details, and a password.

Once you receive the details, you need to configure the service provider in Vtiger. There are many preloaded service providers in Vtiger, such as Twilio, Textlocal, TextAnywhere, SMS99, Solutions Infini, India SMS, Zoom Connect, Clickatell and GupShup.

This enables you to sync all data and send messages to leads, prospects, and customers from Vtiger directly.

SMS Gateways that Integrate with Vtiger CRM

Vtiger provides integration with the following SMS management service providers:

How Your Business Can Benefit from Using Vtiger Messages

Enhances Customer Relationships

Messages streamline communication and help you connect easily with loyal customers. The more responsive you are, the better your rapport with customers in the long run!

Boosts Brand Awareness

Sending the right message at the right time helps customers gain awareness about your brand, products, and services. It is a smart way to promote sales and increase repeat customers.

Increases Campaign Reach

With all vital customer information at hand, businesses can increase their marketing campaigns' reach. They can send relevant messages based on customer preferences and purchase history in just a few clicks.

Track Customer Engagement

Monitor customer engagement by tracking important metrics. This helps you understand what is working and can improve the quality of your marketing campaigns.