SMS-Magic for Zoho CRM: Feature Overview

Account Information

- Management: Access and update your SMS-Magic account details and billing information seamlessly.

User Management and Licensing

- User Assignment: Flexibly assign users to specific virtual phone numbers.

- License Management: Simplify the process of managing user licenses and access rights.

Multi-channel Text & Media Templates

- Customization: Tailor multi-channel text and media templates to meet specific business needs for quick responses.

- Integration: Link templates with Zoho CRM modules like Leads and Contacts for better engagement.

- Personalization: Utilize merge fields from associated Zoho CRM modules to customize templates.

Converse Desk

- Unified Conversations: Aggregate all messaging conversations in one location for efficient management.

- Conversation Management: Sort, filter, and drill down into conversations for detailed insights and focus.

- Assignment Flexibility: Easily assign or reassign conversations to ensure continuous customer engagement.

Bulk Messaging to Zoho CRM Records

- Targeted Messaging: Send bulk messages to selected CRM records or custom list views tailored to your target audience.

- Channel Versatility: Dispatch personalized messages via SMS, MMS, and WhatsApp with ease.

Campaign Manager

- Bulk Personalized Messaging: Execute marketing campaigns by sending personalized messages to targeted audience groups.

- Scheduling: Optimize engagement by sending messages immediately or scheduling them for later.

Compliance

- Consent Management: Manually manage opt-in and opt-out consents and define keywords for handset consent management.

- Business Hours Setting: Configure messaging hours according to your organization's operational hours.

Incoming Notifications

- Real-Time Alerts: Receive instant notifications in Zoho CRM for incoming messages, enhancing lead engagement through timely responses.

Webhook Automation

- Automation Setup: Implement webhook automations in Zoho CRM for tasks like sending welcome messages, birthday wishes, and meeting reminders.

- Customization: Generate personalized webhook XML for diverse automation setups.

Delivery Dashboard

- Tracking and Alerts: Gain comprehensive tracking control with alerts for delivery issues to ensure messaging continuity.

- Analytics: Access delivery analytics, monitor message counts, delivery rates, and SMS credit usage, and analyze delivery errors.

Message History

- Detailed Reporting: Obtain a thorough message history report within your CRM, including sent and delivery statuses.

- Workflow Integration: Leverage message history to create workflow automations for incoming or outgoing messages, enhancing lead and contact management.

This structured overview provides a concise summary of SMS-Magic's integration features with Zoho CRM, offering comprehensive tools for efficient communication and engagement with customers through personalized messaging and automation.