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Best 10 CRM Software with SMS Integration

Corporate solutions for client management



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 include 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 – CostaRica 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:

  1. CostaRicaCRM

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

It has a great interface that allows you to access and manage data, contacts, appointments, payments, and more. You can also use CostaRica CRM to send text messages from your CRM to 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.

CostaRica CRM also lets you personalize your 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: 

Pricing

CostaRica CRM offers various packages at different price points. You may contact info@CostaRicaCRM.com for more information about their services. The best part about the pricing is that you only pay for how much you need.

ProsCons
A cloud-based solution, hence, 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.Limited integration option with other tools, such as social media and e-commerce platforms.It can be challenging for document customization.
  1. Close

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 3 users and going up to $699 per month for five users, with additional users costing extra and a free 14-day trial to test it out.

ProsCons
It has a powerful dialer that 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 that syncs with your inbox, lets you send and track emails, and creates email templates and sequences.It has a simple and intuitive interface that makes it easy to use and customize.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.
  1. Zendesk

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

You should be able to harness the power of integration by leveraging APIs and add-ons. 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 Heymarket, to enhance your text messaging capabilities further.

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, with three pricing plans each ranging from $19 to $99 per user per month. It also has a Suite platform that combines various Zendesk products for $49 per user per month or more. 

ProsCons
It has a comprehensive feature set for both 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 that makes it user-friendly and customizable.It has extensive integration options with third-party applications, such as Slack, Shopify, Mailchimp, and more.Some features may be overwhelming for smaller teams or businesses, such as advanced analytics or automation tools.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.
  1. Front

Front CRM is a comprehensive platform that simplifies customer communication by bringing all channels together. One standout feature of Front CRM is its seamless integration with Twilio SMS, allowing 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 with additional features and support. Those with more demanding requirements can avail of the scale plan for $99 per user per month. For bigger customers, Enterprise plans are available upon request with tailor-made pricing solutions.

ProsCons
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.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 some features, such as email tracking, calendar integration, etc.
  1. Bitrix24

Bitrix24 is a free CRM system that helps you manage your customer relationships across multiple channels, including email, voice, web, mobile, and social. Bitrix24 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 deliver personalized text messages with ease 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 with various tools for business. 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.

ProsCons
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.Huge opportunities for customization and integration with other services.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.
  1. SendPulse

If you want 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, you can boost your conversions, retention, and loyalty with SMS marketing. 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 a software that lets you create and send emails, chatbots, web push notifications and SMS. It has a free plan for email marketing with up to 500 contacts and 15,000 emails per month. The paid plans start from $6 per month and include more features and contacts. You can also try SendPulse for free for 15 days.

ProsCons
Affordable for small businesses.Integrations with other software.Email editor, templates, A/B testing, personalization, segmentation, and analyticsFree CRM for marketing and sales.Landing pages and forms.Adding in all the legally required footers and info can be tedious.The editor can take some time to get used to.iCustomer support can be slow or unresponsive.Limited customization options for landing pages and forms.Chatbots can be buggy or limited in functionality.
  1. Caspio

Caspio is a cloud-based platform that helps you create web apps without coding. Caspio for SMS integration 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. Connecting your Caspio account to your preferred SMS service, like Twilio, Mobyt, or SMS by Zapier, is made seamless with Zapier integration. This enables you to send text messages triggered by data events in your web app, whether it’s 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 a software that lets you create online database applications without coding. It has a free plan and four paid plans with different features and prices. You can also try it for free for 15 days.

ProsCons
It is easy to use and has a drag-and-drop interfaceIt can integrate with various platforms and tools such as WordPress, Zapier, Google Maps, etc.It can automate workflows and processes with triggers and actionsIt has a responsive customer support and a helpful communityIt can be expensive for some users and has limited storage spaceIt can lack flexibility and customization for advanced operations and visualsIt can have some bugs and glitches that affect the performanceIt can have a steep learning curve for some features and functions
  1. Marketing 360

Marketing 360 CRM is a comprehensive solution that helps you manage your customer relationships and marketing campaigns from one platform. You can use it to 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 from $25 per month and vary depending on the services and features you need. You can also customize your plan according to your budget and goals.

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

Vtiger CRM stands as a formidable CRM software, empowering you to forge meaningful connections with both customers and prospects through the power of SMS marketing. This remarkable solution not only simplifies your workflow but also equips you with an array of essential features to effortlessly create and manage highly effective SMS campaigns.

With Vtiger CRM, you gain the ability to seamlessly send personalized SMS messages to your valuable contacts, leveraging advanced capabilities such as automation, segmentation, and analytics. 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 you with 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 a 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.

ProsCons
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.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.
  1. Thryv

Thryv is a cloud-based platform that helps you manage your small business with ease. It’s ideal for any type of business that wants to communicate with customers, leads, and employees via text messages. It’s simple to use and includes all the features you’ll need to automate your text campaigns.

It has a great dashboard that 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 basis, depending on the features and users required by the customer. The basic 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.

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

Which CRM has the best SMS integration?

There are many CRM software that 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

CostaRica CRM is the best in the market for integrating it with SMS. That reasoning is simple as it is flexible and can act according to your needs, and can help you achieve higher productivity and efficiency. 

How can CRM help in SMS Integration?

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 any changes in contacts or custom fields are reflected in both platforms.
  • Send SMS campaigns from your CRM system, either individually or in bulk, to communicate with your customers and leads.
  • Use automated SMS workflows, where you can trigger text messages based on customer actions or events, such as order confirmations, appointment reminders, product reviews, etc.
  • Message customers right from your CRM system without having to switch 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.

What are the advantages of CRM for SMS Integration?

Some of the advantages are:

  • It helps you communicate easily and effectively with your customers and leads via text messages.
  • It helps you create personalized and 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.

What are the disadvantages of CRM for SMS Integration?

Some of the disadvantages are:

  • Text messages can be easily ignored or deleted by customers, reducing their effectiveness.
  • Text messages can be difficult to track and manage, especially if you have a large number of contacts or campaigns.
  • Text messages may not be appropriate for all businesses or situations, depending on your industry, audience, or message content.
  • Text messages may have legal or ethical implications, such as privacy, consent, or spam regulations.

What CRM practices should SMS Integration avoid?

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. By prioritizing quality and choosing a robust solution, you can optimize your SMS capabilities and achieve better outcomes.
  • Ensure that SMS messaging is given due importance and is treated as a core feature within your CRM system. Regular updates, optimization, and ongoing support are essential to maintain its effectiveness and maximize its potential.
  • Take care to validate and format phone numbers correctly to avoid any errors or failures when sending SMS messages. By ensuring accurate data, you can enhance the efficiency and effectiveness of your communication efforts.
  • It is crucial to handle errors and retries gracefully, keeping track of the status and outcomes of your SMS messages. By implementing proper monitoring and tracking mechanisms, you can address any issues promptly and ensure a seamless messaging experience.
  • 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.

What is the role of CRM in SMS Integration?

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 any changes in contacts or custom fields are reflected in both platforms.
  • Send SMS campaigns from your CRM system, either individually or in bulk, to communicate with your customers and leads.
  • Use automated SMS workflows, where you can trigger text messages based on customer actions or events, such as order confirmations, appointment reminders, product reviews, etc.
  • Message customers right from your CRM system without having to switch between different platforms, depending on your messaging platform’s features.
  • Log messages to your CRM for additional record-keeping and analysis.

How much does a SMS CRM Integration software cost?

The cost of an SMS CRM integration software may vary depending on the features, functionality, and provider of the software. Some factors that may affect the cost are the number of users or contacts that you need to manage, the number of SMS messages that 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. 

What are the things to consider in a CRM with SMS Integration software?

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 range of 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, among others. 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.





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