Modules · Messaging
One inbox. Branded outbox.
Two-way SMS, transactional email, drip sequences -- triggered by real events, not a separate marketing tool.
Included
$0
About
Messaging is the one-inbox surface every shop wishes their CRM had. Inbound SMS and email replies land in a per-client conversation thread; outbound templates fire off real events -- order shipped, refill due, contract awaiting signature -- and every send is logged on the client timeline. Branded sender ID, deliverability hardened with SPF / DKIM / DMARC, A/B testing on subject lines, and a sequence builder that does not require a separate marketing seat.
Features
Two-way SMS
Inbound texts land in the client conversation; outbound goes from your branded sender. No separate Twilio inbox to babysit.
Transactional email
Branded, deliverability-hardened, with full event tracking -- opens, clicks, bounces -- visible on the client timeline.
Drip sequences
Onboarding sequence, refill nudges, win-back. Build once, trigger off tags or stage transitions; pause per-client if needed.
A/B testing
Subject lines, send times, body variants -- the analytics roll up cleanly in the reporting dashboard.
Per-client mute
A client asks to stop receiving SMS; one click, every future send respects it. STOP keywords handled automatically.
Use cases
Patient coordinator
Daily inbox
All inbound SMS, email replies, and tracking questions in one queue. Resolve, snooze, or escalate; the conversation lands on the client timeline either way.
Marketing
Quarterly refill nudge
Tag every client with an open prescription; send a templated SMS with a one-tap renewal link. Conversion measurable; replies routed back to the same queue.
Operations
Shipped-today blast
Forty orders shipped this afternoon; SMS confirmations fire automatically with the tracking number. No queue, no babysitting.
FAQ
Do I need my own Twilio account?
You bring your own number; we wire it up. SMS bills come from Twilio direct so you keep the audit trail and the rate.
Is email deliverability handled?
Yes. We help configure SPF, DKIM, and DMARC for your sending domain so messages land in the inbox, not the spam folder.
Can a client opt out?
Yes. STOP keyword on SMS is handled automatically; the unsubscribe link on email writes a per-client mute. Future sends honor it everywhere.
Can I see if a client opened an email?
Yes. Opens, clicks, bounces, and complaints stream to the client timeline; the conversation view shows the engagement next to the message.
Can I schedule a send?
Yes. Single and bulk sends can be scheduled. They show up on the per-org outbox queue with the scheduled-for timestamp and the operator who scheduled them.
What about HIPAA-protected PHI in messages?
Outbound SMS that mentions PHI is gated by a per-org setting; you can disable PHI-in-SMS for compliance. PHI in email follows the same rule.
Add messaging the day you need it.