Sending Messages
Send individual or bulk messages via email, SMS, or WhatsApp directly from the CRM.
Steps
- Open a contact's detail page and click the message icon.
- Choose the channel: Email, SMS, or WhatsApp.
- Compose your message — use templates or AI Draft for quick replies.
- Click Send.
Good to know
- SMS requires a Twilio phone number — set up under Settings > Communications.
- WhatsApp messages use pre-approved templates for first outreach.
- Email sends via Amazon SES or your connected Gmail/Outlook.
Example: A property manager texts a tenant from inside CRMown: "Hey Jamie — your A/C tech will be there 9-11 tomorrow." Twilio sends via the office number, the message logs to Jamie's contact + open work-order, and replies route back to the same Conversations thread. No personal cell phones involved.