CRM Feature spotlight – Two-Way SMS Inbox

The new Two-Way SMS Inbox in collaboration with Text Anywhere, brings client texting right into CRM – making it easier to stay on top of communication, collaborate as a team, and keep everything logged.

Here’s what it can do for you:

• Send and receive messages directly from CRM – no need to pick up your phone for quick replies or confirmations.
• Share one number across your team – so anyone can pick up a conversation if a colleague is out of the office.
• See the full conversation history – no more looking through multiple devices or wondering who last replied.
• Automatic journal logging – every single message is recorded against the right contact for compliance and peace of mind.

But that’s just the start. You can also:

• Mark conversations as actioned so you instantly know what’s been dealt with.
• Search past threads by name, number or keyword – perfect when a client calls and you need quick context.
• Add a new record directly from the inbox if the contact isn’t already in CRM, without breaking your workflow.
• The interface is clean, intuitive, and mobile-friendly – ideal for agents who need to send updates, chase documents, or confirm appointments on the spot.

By bringing SMS into CRM, you’re cutting down on missed messages, improving team collaboration, and keeping all your client comms in one central place – where they belong.

Want to find out more? Contact your account manager or book a demo today.

Watch the full CRM Reveal to find out what’s new