Keep sales reps' SMS logs tied to CRM records

Sales reps miss context when SMS live outside the CRM, causing duplicate outreach and stalled deals. Log texts to the right contact and deal so reps respond with full context and faster follow-up.

Overview

Untracked texts create blind spots that stall deals and frustrate prospects. This workflow ensures every inbound and outbound SMS is attached to the correct contact and deal, eliminating conversation gaps and enabling faster, more informed follow-up. Sales leaders report cleaner pipelines and fewer missed touchpoints.

Notable Features

Attach SMS to contact records
Link texts to deal history
Notify account owners on messages