Send a text message straight from the record.

Send SMS to any phone number, whether or not it is already linked to a record, and see replies in a shared inbox the whole team can read.

1. 01

   Open Send SMS from the sidebar

   It is a tool alongside your other records, with no separate app or phone number to manage.

   Sidebar > Tools

   Send SMS
2. 02

   Type the number and the message

   Any phone number works, whether or not it already belongs to a lead or client record in your data.

   Send SMS

   +61 412 345 678

   Your settlement is confirmed for Friday.
3. 03

   Replies land in a shared inbox

   A reply is visible to the whole team, not just whoever sent the original message.

   Shared inbox

   Thanks, see you then.

   Visible to the whole team