Sending, Scheduling & Tracking SMSes
Last updated
Last updated
The SMS Module enables you to send and schedule SMS messages to contacts linked with CRM activities such as calls, meetings, tasks, emails, and deadlines, all directly from within Concord CRM.
Integrated with Twilio, this module helps streamline follow-ups and client communication.
Navigate to the SMS menu from the sidebar.
You'll see a table with the following columns:
SMS Message – Content of the SMS
Status – Indicates whether the SMS is Sent, Failed or Scheduled. This will automatically be updated each time it is updated on Twilio console.
Activity Type – Type of CRM activity the SMS is linked to (e.g., Call, Meeting)
Click the "Create SMS" button in the top-right corner to start composing a message.
Select Activity Type
Choose one of the following: Call, Meeting, Task, Email, or Deadline.
Select Activities
Once a type is selected, a second dropdown will list all relevant activities.
You can select multiple activities within that type.
Select existing SMS template (Optional)
Once an SMS template is selected, the Compose SMS Message textarea will be automatically filled with the template body.
You may update the message for further personalization and customization or even add additional variables available in the placeholsers section.
Compose SMS Message
Write your message in the Compose SMS Message textarea.
Schedule (Optional)
Enable the "Schedule SMS" checkbox.
Use the calendar and time picker to select when the SMS should be sent.
Send SMS
If not scheduled, clicking the Send SMS button sends it immediately via Twilio.
If scheduled, the message is added to a queue and will be sent at the selected time.
Twilio Integration: Messages are sent using the Twilio SMS API.
Queue System: Scheduled SMS are queued and automatically dispatched at the correct time.
Only authorized CRM users can create or send SMS.
Admins can monitor all SMS activity from the SMS list view.
Keep your message clear and within standard SMS character limits.
Use scheduling to plan reminders or automate timely messages.
Always verify selected activities to ensure messages go to the intended recipients.