Texting prospects from your personal phone?
Business texting inside your CRM, registered and compliant
Text prospects and clients from the same place you track them. Every message is logged on the contact, anyone on your staff can pick up the thread, and we handle the carrier registration and opt-in rules that keep your texts from getting blocked.
No spam blasts, no purchased lists. We reply within one business day.
Your best conversations live on someone's phone
Your customers would rather text than call, so your staff texts them from personal cell phones. Now the quote you promised is buried in one person's messages, nobody else can see what was said, and when that person leaves, the history leaves with them. Your CRM shows the call and the email but not the text that closed the deal. And if you've tried a texting tool on your own, you may have hit the wall every business hits now: carriers filter or block business texts that aren't registered, and texting people who never agreed to it can bring legal trouble.
One number, one history, rules built in
We connect a business texting number to the CRM you already use, so texts go out and come in on the contact record next to your calls, emails, and notes. We register your business and your texting use with the carriers through the A2P 10DLC process, which is what US carriers now require before they'll deliver business texts from a regular 10-digit number. We set up opt-in so you only text people who agreed to it, and opt-out so STOP works every time and the contact is flagged in your CRM. We build for conversations and follow-ups with people who asked to hear from you. We don't set up bulk blasts to lists.
Three steps to your first registered text
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We look at how you text today. Who texts customers, about what, from which phones, and which CRM holds your contacts. You get a plain answer on whether your CRM can do this well or needs a different setup.
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We register and connect. We file your brand and campaign registration with the carriers, write the opt-in wording for your forms, and wire the texting number into your CRM. Carrier review usually takes days to a few weeks, and we handle the back and forth.
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You start texting from the CRM. We train your staff, test opt-in, STOP, and HELP end to end, and stay on to fix anything the carriers or your CRM change later.
Every text has a record and a reason
Your staff texts customers from one business number, and every message lands on the right contact. Anyone can pick up a conversation where the last person left off. Your texts are registered, so they're far less likely to be filtered. And you have a record of who agreed to hear from you and who asked you to stop.
Work we run today
Texting tied to the CRM for local businesses
Across these businesses we run the website, the lead follow-up, and business texting wired into the CRM, so every text lands on the right contact and nobody has to copy a phone number from one app to another.
Businesses we do this for:
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- Cruz Painting
- Velasco Construction
- Sprinkler & Lawn Care LLC
See their live sites: Oax Construction LLC, E's Excavating LLC, E & L Lawn Care Services LLC, Torres Lawn and Snow Removal LLC, Signal Point Massage
What the setup includes
- Two-way texting on the contact record, next to calls, emails, and notes
- A2P 10DLC brand and campaign registration handled for you
- Opt-in wording for your forms and a record of each person's consent
- STOP and HELP replies that work every time and update the contact
- One business number your whole staff can share, instead of personal cell phones
- Built for real conversations and follow-ups, never bulk blasts to purchased lists
Questions, answered
What does SMS and CRM integration cost?
It depends on your CRM, how many people will text, and whether you need follow-up texts sent automatically. We quote in writing before work starts. Carrier registration fees and per-message charges come from the carriers and your texting provider, so they're listed on the quote as their own line. Our pricing page explains how we quote.
What is A2P 10DLC, and do I really need it?
A2P 10DLC is the registration US carriers require for business texts sent from a regular 10-digit phone number. You register your business (the brand) and what you'll text about (the campaign). If you text customers from a business number, yes, you need it. Unregistered business texts are increasingly filtered or blocked before they reach anyone.
Does this work with the CRM we already use?
Most modern CRMs can be connected, either through a built-in texting feature or an open connection other software can use. We check yours before quoting. If it can't do this well, we'll tell you and lay out the options instead of forcing it.
How do you keep our texting TCPA compliant?
We set up clear opt-in wording on your forms, save a record of when and how each person agreed, include opt-out instructions, and make STOP work automatically. We're not your lawyers, so we recommend having your attorney review the consent wording, especially for marketing texts. What we build gives them a clean record to review.
Can we send a promotion to our whole contact list?
Not through us, and not to people who never agreed to receive texts. That's how businesses get their numbers blocked and end up facing TCPA claims. Texts to people who opted in, like appointment reminders, quote follow-ups, and replies to questions, are exactly what we set up.
How long until we can start texting?
The CRM setup is quick. Carrier review is the part we don't control: it usually takes days to a few weeks, and a rejected registration has to be fixed and resubmitted. We prepare the registration carefully to avoid that, and we keep you updated until it's approved.
Can AI answer or send texts for us?
It can, with limits. We can add AI that drafts replies or sends routine follow-ups, with a person approving anything that matters. Many businesses start with people texting from the CRM and add AI later. Our AI agent development page covers how we build that.
Which one do I need?
- You want to text leads and clients from your CRM with the history saved. You're here: SMS and CRM Integration.
- You need more leads coming in before you need a better way to follow up. See Lead Generation.
- Calls go unanswered while you're busy on the job. See AI Answering Service.
- Follow-ups and handoffs across several tools still depend on someone remembering. See AI Workflow Automation.
They work together: leads come in, calls get answered, and texting keeps the conversation going from one record.
Still texting customers from personal phones?
Tell us which CRM you use and how your staff texts customers today. We'll reply within one business day with what it would take to move texting into your CRM and get it registered.