Twilio text messaging through CRM
November 25, 2021

Twilio text messaging through CRM

Sarah Lohsl | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Modules Used

  • Programmable SMS
  • Authy

Overall Satisfaction with Twilio

In our sales department, as well as Account Management we utilize the Twilio text reminder service in conjunction with our CRM to send prospective and current customers text messages. This has eliminated a lot of ghost calls and missed communication with our potential customers, and current. Most clinicians are busy throughout their day in session so being able to text back and forth is much easier. We've closed a lot more sales from having better communication! Twilio works like a charm!
  • Integrates well with other platforms
  • Easy to setup
  • Support is good
  • The application for mobile phones
  • Adding a feature where you can lookup numbers to see if they're a landline or cell
  • More mobile friendly use
  • Texting capabilities
  • Integration with CRM
  • Auto texts to new users to assist with logging in at anytime of day
  • Increased sales
  • Increased communication
  • More responses from prospective leads
Our company used the text feature through Heymarket which was useful at first but did not provide the integration features we needed for our CRM system. Heymarket did not openly integrate nor help keep track of responses as well as Twilio does. Twilio has some buggy features such as their mobile app, but using it on a computer or integrated into a CRM system it works beautifully!

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Using the texting capabilities that Twilio has provided within the CRM system my company uses it has allowed me to gain more sales and better communication with my prospective customers. As we all know - time is money, so being able to save time and communicate clearly is a huge help with my job.

I work with busy clinicians all day and they're usually in session but need to communicate quickly to get questions and concerns answered. I am able to quickly respond to them via text and send them important information that they have at their fingertips. I can also send out auto-texts to new clients so they're being taken care of right away.