Best 10 CRM Software with SMS Integration

Best 10 CRM Software with SMS Integration, Created on

October 9th, 2023 by mvega

CRM, short for customer relationship management, empowers you to stay on top of leads, prospects, and valued customers. With automation of tasks like scheduling, billing, marketing, and communication. Elevate your customer communication with the power of SMS integration in your CRM software. Seamlessly send and receive text messages, enabling quick and convenient interactions with leads, prospects, and loyal customers. Personalize messages, automate campaigns, and effortlessly manage appointment reminders.

While not all CRM software includes native SMS integration, we’ve curated a top-notch selection of 10 CRM solutions that offer this valuable feature.

The best three in terms of their features are: 

1. Best overall CRM – Local CRM
2. Best CRM for High-performance sales teams – Close
3. Best CRM for creating support and sales tools – Zendesk

Say goodbye to third-party services and plugins as we present you with the best options to enhance your CRM experience:

Local CRM is a cloud-based platform that helps you easily manage your local business. It’s ideal for any type of business that wants to communicate with customers, leads, and employees via text messages. It’s simple and includes all the features needed to automate your text campaigns.

It has an excellent interface that allows you to access and manage data, contacts, appointments, payments, and more. You can also use Local CRM to text your contacts in over 200 countries. You can then send text messages based on data events in your CRM, such as when a user signs up, an order is placed, or a ticket is escalated.

Local CRM also lets you personalize text messages with custom fields and templates. You can use variables to insert information from your data records into your text messages, such as name, phone number, order number, etc. You can also create and save text templates for common scenarios, such as confirmations, reminders, alerts, etc.

Here are some of the features:

• Free plan for two users and 100 contacts
• Integrates with Google Calendar, Mailchimp, Stripe, etc.
• Sends text messages to 200+ countries
• Mobile app for Android and iOS

Rating: 4.8/5

Pricing

Local CRM offers various packages at different price points. For more information about their services, you may contact info@localCRM.com. The best part about the pricing is that you only pay for what you need.

Pros:

• A cloud-based solution will not require any maintenance or installation. 
• Affordable and suited for small and medium-sized enterprises. 
• Features range from sales and marketing to project and inventory management. 
• Simple and non-elusive UI.

Cons:

• Limited integration option with other tools, such as social media and e-commerce platforms.
• It can be challenging for document customization.

Close CRM is the ideal all-in-one solution for growing teams. It seamlessly integrates with your sales workflow, offering powerful SMS capabilities. Send one-click SMS messages, manage conversations effortlessly, automate outreach with multi-channel sequences, and gain valuable insights into SMS performance. Close CRM streamlines your sales process, helping you reach leads faster, engage better, and close more deals with ease.

Here are some of the features:

• Manage SMS conversations
• Creation of multi-channel sequences
• Send one-click SMS messages
• Track and measure your SMS performance

Rating: 4.6/5 (G2 Rating)

Pricing

Close CRM offers three pricing plans with different features and limits, starting from $99 per month for three users and going up to $699 per month for five users. Additional users cost extra, and there is a free 14-day trial to test it out.

Pros:

• Its powerful dialer allows you to make and receive calls within the CRM, record calls, and use features like predictive dialer, voicemail drop, and call coaching.
• It has a robust email integration syncs with your inbox, lets you send and track emails, and creates email templates and sequences.
• It has a simple and intuitive interface makes it easy to use and customize.

Cons:

• It does not have a mobile app that allows you to access the CRM on the go.
• It does not have a lot of integrations with other tools and platforms, such as marketing automation, e-commerce, or customer support.
• It can be expensive for small businesses or startups, especially if they need more users or features.

Zendesk CRM is a versatile cloud-based platform that empowers you to manage customer relationships across various channels effectively. Integrating SMS functionality into Zendesk CRM allows you to seamlessly send and receive text messages directly from your CRM system.

Leveraging APIs and add-ons should allow you to harness the power of integration. Connect Zendesk CRM with popular text messaging platforms like Twilio, SimpleTexting, or EZ Texting. Additionally, explore Zendesk apps and integrations, such as Text Recipes, Textline, or Haymarket, to further enhance your text messaging capabilities.

Here are some of the features:

• Full customer view
• Contact and deal management
• Pipeline visualization and management
• Activity tracking
• Reporting and analytics

Rating:  4.2/5 (G2 Rating)

Pricing

Zendesk CRM offers two types of service: Sell and Support. Three pricing plans are available, each ranging from $19 to $99 per user per month. The company also offers a Suite platform that combines various Zendesk products for $49 per user per month or more. 

Pros:

• It has a comprehensive feature set for customer support and sales management, including omnichannel support, ticket management, automation, analytics, and more.
• It has an intuitive user interface and easy-to-navigate design, making it user-friendly and customizable.
• It has extensive integration options with third-party applications like Slack, Shopify, Mailchimp, and more.

Cons:

• Some features, such as advanced analytics or automation tools, may be overwhelming for smaller teams or businesses.
• It does not have a contract management feature that allows you to create, send, and sign contracts digitally.
• It can be expensive for some users, especially if they need more features or integrations.

Front CRM is a comprehensive platform that simplifies customer communication by integrating all channels. One standout feature is its seamless integration with Twilio SMS, which allows you to manage your SMS messages effortlessly from your inbox.

With Front CRM, you can monitor and assess your SMS performance through detailed analytics and reports. You can gain insights into the volume of messages sent and received, response times, and the impact of your SMS campaigns on customer satisfaction and retention.

Here are some of the features:

• Omnichannel communications
• Full customer view
• Rules and workflow automation
• Collaboration
• Reporting and analytics

Rating:  4.5/5 (G2 Rating)

Pricing

The subscription plans offer different features to suit varying needs. The Starter plan starts at just $19 per user per month and gives you access to the most basic features. Growing companies can opt for the Growth plan at $49 per user per month, which includes additional features and support. Those with more demanding requirements can avail of the monthly scale plan for $99 per user. Enterprise plans are available upon request with tailor-made pricing solutions for more significant customers.

Pros:

• It can integrate with various tools and platforms such as Gmail, Slack, Salesforce, etc.
• It can automate workflows and tasks with rules and templates.
• It can provide analytics and insights on team performance and customer satisfaction.
• It can enable shared inboxes and internal comments for better team coordination.

Cons:

• It can experience occasional outages and bugs.
• It can be expensive for small businesses or solo users.
• It can be complex and overwhelming to set up and use.
• It can lack features like email tracking, calendar integration, etc.

Bitrix24 is a free CRM system that helps you manage customer relationships across multiple channels, including email, voice, web, mobile, and social. This CRM for SMS integration enables you to send and receive text messages from your CRM system to your leads and customers and automatically create leads or contacts in Bitrix24.

With the help of Bitrix24 for SMS integration, businesses can easily deliver personalized text messages using custom fields and templates. Insert dynamic information from your CRM records, such as names, phone numbers, order numbers, and more. Create and save text templates for common scenarios like confirmations, reminders, and alerts.

Here are some of the features:

• Automate your text campaigns 
• Track and measure your text performance
• Choose your preferred SMS service
• Integrate with other tools

Rating:  4.0/5 (G2 Rating)

Pricing

Bitrix24 is a software package that has various business tools. It has cloud and on-premise plans with different prices and features. You can use it for free or pay a monthly or one-time fee. You can also try it for 15 days before buying.

Pros:

• Wide range of features, such as tasks, CRM, Drive, online store, and website builder.
• Strong lead management and help desk tools.
• Notifications to keep the whole team updated.
• Unlimited free trial.
• Enormous opportunities for customization and integration with other services.

Cons:

• Complex user interface.
• Difficult to learn how to use.
• More expensive than leading competitors.
• Poor document sharing between users and unreliable syncing of files.
• Limited customization options for the website builder.

To reach your customers and prospects with personalized and timely messages, you need a powerful CRM that can integrate with SMS marketing. That’s where SendPulse CRM comes in. SendPulse CRM is a cloud-based platform that lets you manage your contacts, sales pipeline, and campaigns in one place. You can also use it to send bulk SMS messages to your leads and customers, with features like segmentation, personalization, automation, and analytics. 

With SendPulse CRM, SMS marketing can boost your conversions, retention, and loyalty. You can also save time and money by using the same platform for email, web push, chatbot, and messenger marketing. Whether you run an online store, a service business, or a nonprofit organization, SendPulse CRM can help you grow your audience and revenue with SMS integration.

Here are some of the features:

• Email marketing
• SMS marketing
• Chatbots
• Web push notifications
• Online course creator
• Automation 360

Rating:  4.6/5 (G2 Rating)

Pricing

SendPulse is software that lets you create and send emails, chatbots, web push notifications, and SMS. Its free plan for email marketing includes up to 500 contacts and 15,000 emails per month. The paid plans start at $6 per month and include more features and contacts. You can also try SendPulse for free for 15 days.

Pros:

• Affordable for small businesses.
• Integrations with other software.
• Email editor, templates, A/B testing, personalization, segmentation, and analytics
• Free CRM for marketing and sales.
• Landing pages and forms.

Cons:

• Adding in all the legally required footers and info can be tedious.
• The editor can take some time to get used to.i
• Customer support can be slow or unresponsive.
• Limited customization options for landing pages and forms.
• Chatbots can be buggy or limited in functionality.

Caspio is a cloud-based platform that helps you create web apps without coding. It is a CRM for SMS integration that enables you to send text messages from your web app using third-party services such as Twilio, Mobyt, or SMS by Zapier.

With its intuitive interface, you effortlessly manipulate and access data within your web app. With Zapier integration, connecting your Caspio account to your preferred SMS service, like Twilio, Mobyt, or SMS by Zapier, is seamless. This enables you to send text messages triggered by data events in your web app, whether a user sign-up, order placement, or ticket escalation. Experience the power of Caspio and elevate your text communication to new heights.

Here are some of the features:

• Visual app development tools 
• User management 
• Security and Compliance 
• Integration 
• 24/7 support 

Rating:  4.8/5 (G2 Rating)

Pricing

Caspio is software for creating online database applications without coding. It offers four paid plans with different features and prices. You can also try it for free for 15 days.

Pros:

• It is easy to use and has a drag-and-drop interface
• It can integrate with various platforms and tools such as WordPress, Zapier, Google Maps, etc.
• It can automate workflows and processes with triggers and actions
• It has responsive customer support and a helpful community

Cons:

• It can be expensive for some users and has limited storage space
• It can lack flexibility and customization for advanced operations and visuals
• It can have some bugs and glitches that affect the performance
• It can have a steep learning curve for some features and functions

Marketing 360 CRM is a comprehensive solution that helps you manage customer relationships and marketing campaigns from one platform. It can send SMS messages to your contacts, with options like templates, scheduling, automation, and tracking. You can also segment your audience based on their behavior, preferences, and interactions with your brand. 

With Marketing 360 CRM, you can create personalized and relevant SMS campaigns that drive engagement, loyalty, and sales. You can also integrate SMS with other channels like email, social media, and web push notifications. 

Here are some of the features:

• Customizable CRM
• Lead and customer management
• Automated marketing
• Integrated platform
• App integrations
• Mobile app

Rating:  4.7/5 (G2 Rating)

Pricing

Marketing 360 offers a free account with limited features and a free trial with no credit card required. The paid plans start at $25 per month and vary depending on your needed services and features. You can also customize your plan according to your budget and goals.

Pros:

• You can try Marketing 360 for free; no credit card is required.
• You can tailor your CRM to your business needs and preferences.
• You can manage all your marketing activities from one place.

Cons:

• The CRM dashboard gives you a lot of information and features, which can be overwhelming if you are not interested in all of them.
• The quality of the service can vary depending on the team assigned to you.
• The software is currently limited to North America only.
• The support is not available on the weekends and is not 24/7.

Vtiger CRM is formidable CRM software that empowers you to forge meaningful connections with customers and prospects through SMS marketing. This remarkable solution simplifies your workflow and equips you with an array of essential features to effortlessly create and manage highly effective SMS campaigns.

With Vtiger CRM, you can seamlessly send personalized SMS messages to your valuable contacts, leveraging advanced automation, segmentation, and analytics capabilities. By tracking the performance of your SMS campaigns and measuring their ROI, you can fine-tune your strategies for optimal results. Moreover, Vtiger CRM seamlessly integrates with various channels, including email, web forms, social media, and live chat, providing a comprehensive view of your customer’s journey and interactions with your brand.

Here are some of the features:

• Send single, mass, or automated SMS messages
• Personalize, schedule, and track
• View and manage 
• Telnyx or SMS Alert 

Rating:  4.3/5 (G2 Rating)

Pricing

Vtiger Cloud is CRM software with three editions: One Pilot (free), One Professional ($30-$42 per user per month), and One Enterprise ($42-$58 per user per month). Each edition offers different features for sales, marketing, support, and inventory management.

Pros:

• It is highly secure and prevents any data loss or intrusion.
• It provides uninterrupted access to contact data.
• It requires zero maintenance and delivers high performance.

Cons:

• It may have limited customization options compared to open-source solutions.
• It may have higher costs in the long run.
• It may have compatibility issues with some third-party applications or plugins.

Thryv is a cloud-based platform for managing small businesses easily. It’s ideal for any business that wants to communicate with customers, leads, and employees via text messages. It’s simple and includes all the features needed to automate your text campaigns.

It has a great dashboard allows you to access and manage data, contacts, appointments, payments, and more. You can also use Zapier to connect your Thryv account with your preferred SMS service, such as Twilio, Mobyt, or SMS by Zapier. You can then send text messages based on data events in your CRM, such as when a user signs up, an order is placed, or a ticket is escalated. It does include native integrations for some popular third-party services and applications, but the number of integrations is somewhat limited.

Here are some of the features:

• A short text code for your business
• A vast library of templates
• Text automation
• Centralized inbox

Rating:  4.3/5 (G2 Rating)

Pricing

The pricing for Thryv is based on a custom proposal and depends on the features and users required by the customer. The essential cost of a license starts from $59 per month. The pricing may also include additional costs for customization, data migration, training, hardware, maintenance, and upgrades.

Pros:

• You can use Thryv to send automated SMS messages to your customers.
• You can let your customers book appointments online.
• You can create a website and manage it. 
• It also allows you to accept payment.

Cons:

• Some users have reported that Thryv does not offer enough customization.
• It can be on the expensive side. 
• The customer support is below average.

Many CRM software offers SMS integration, which can help you communicate with your customers and leads more effectively. Some of the benefits of using a CRM with SMS capability are:

• You can send personalized and bulk text messages from your CRM system
• You can create automated text workflows based on customer actions or events
• You can keep your customer data up-to-date and sync with your text messaging platform

Local CRM is the best option for integrating with SMS. The reasoning is simple: It is flexible, can act according to your needs, and can help you achieve higher productivity and efficiency. 

CRM helps in SMS integration by allowing you to connect your CRM system with a text messaging platform, which can enable you to:

• Sync data between the two applications so that changes in contacts or custom fields are reflected in both platforms.
• Send SMS campaigns from your CRM system, individually or in bulk, to communicate with your customers and leads.
• Automate SMS workflows to trigger text messages based on customer actions or events, such as order confirmations, appointment reminders, product reviews, etc.
• Message customers from your CRM system without switching between different platforms, depending on your messaging platform’s features.
• Track and measure the performance of your text campaigns, such as open rates, response rates, click-through rates, etc.

Some of the advantages are:

• It helps you communicate quickly and effectively with your customers and leads via text.
• It helps you create personalized, targeted messages based on customer data and behavior.
• It helps you automate and streamline your workflows and processes with text messages triggered by customer actions or events.
• It helps you keep your customer data up-to-date and synced between your CRM and text messaging platform.
• It helps you track and measure the performance and impact of your text campaigns.

Some of the disadvantages are:

• Customers can easily ignore or delete text messages, reducing their effectiveness.
• Text messages can be challenging to track and manage, especially if you have many contacts or campaigns.
• Text messages may not be appropriate for all businesses or situations, depending on your industry, audience, and message content.
• Text messages, such as privacy, consent, or spam regulations, may have legal or ethical implications.

Some of the CRM practices that you should avoid for SMS integration are:

• Avoid opting for a cheap or subpar CRM tool that offers bundled SMS functionality without the necessary expertise, reliability, or comprehensive features of a dedicated text messaging platform. You can optimize your SMS capabilities and achieve better outcomes by prioritizing quality and choosing a robust solution.
• Ensure that SMS messaging is given due importance and treated as a core feature within your CRM system. Regular updates, optimization, and ongoing support are essential to maintaining its effectiveness and maximizing its potential.
• To avoid errors or failures when sending SMS messages, validate and format phone numbers correctly. By ensuring accurate data, you can enhance the efficiency and effectiveness of your communication efforts.
• It is crucial to handle errors and retries gracefully and keep track of the status and outcomes of your SMS messages. You can address any issues promptly and ensure a seamless messaging experience by implementing proper monitoring and tracking mechanisms.
• Compliance with legal and ethical guidelines is paramount when engaging in SMS marketing. Obtain consent from recipients, provide clear opt-out options, and respect privacy regulations. By adhering to these guidelines, you can maintain a positive and respectful relationship with your audience while avoiding potential legal complications.

The role of CRM for SMS integration is to help you connect your CRM system with a text messaging platform, which can enable you to:

• Sync data between the two applications so that changes in contacts or custom fields are reflected in both platforms.
• Send SMS campaigns from your CRM system, individually or in bulk, to communicate with your customers and leads.
• Automate SMS workflows to trigger text messages based on customer actions or events, such as order confirmations, appointment reminders, product reviews, etc.
• Message customers from your CRM system without switching between different platforms, depending on your messaging platform’s features.
• Log messages to your CRM for additional record-keeping and analysis.

The cost of SMS CRM integration software may vary depending on its features, functionality, and provider. Some factors that may affect the cost are the number of users or contacts you need to manage, the number of SMS messages you need to send or receive, the coverage and quality of the SMS service provider, and the integration options and support available for your CRM system. Visit localcrm.com to get the most competitive prices on the market. 

When selecting a CRM with SMS integration software, there are several factors to consider that can significantly impact your experience and outcomes. Let’s explore some key aspects:

1. Features and Benefits: Evaluate the software’s features, such as personalized text messages, bulk messaging capabilities, text scheduling options, convenient templates, and comprehensive reporting functionalities. Ensure that the software aligns with your specific messaging requirements.
2. Cost and Pricing: Assess the pricing structure, considering factors such as the cost per message, user, or monthly subscription. Comparing different plans and options will help you identify the best value that suits your budgetary needs.
3. Compatibility and Integration: Verify the software’s compatibility with your existing CRM system and other tools. Check if it supports your preferred SMS-sending service, such as Twilio, Plivo, Lox, or TextLocal. Additionally, assess the software’s ability to seamlessly sync data and workflows between your CRM system and the chosen messaging platform.
4. Reliability and Security: Reliability is crucial for the timely and accurate delivery and receipt of text messages. Consider the software’s track record in handling errors and failures effectively. Pay attention to the level of security provided for data transmission and storage. Reviews and testimonials from other users or experts can provide valuable insights into the software’s reliability and performance.

By carefully considering these aspects, you can make an informed decision when selecting a CRM with SMS integration software, ensuring that it aligns with your business needs and contributes to your communication success.