Send scheduled touchpoint SMS to prospect and log note

Your scheduled CRM touchpoint activities can fail to trigger outreach, leaving prospects uninformed and pipeline momentum stalled. Send an SMS and add a CRM note so reps follow up within two hours.

Overview

Turn scheduled CRM touchpoints into reliable SMS outreach so reps keep momentum with prospects and nobody slips between touchpoints. This routes the primary phone, waits the configured window, sends a personalized text, and logs the action—keeping records current before the next outreach.