SMS & Voice Setup Guide

📱 Overview

AdSuite CRM integrates with Twilio to provide SMS messaging and voice calling capabilities directly from your CRM. Reach your clients without leaving the platform.

Send appointment reminders, follow-up messages, promotional texts, and make calls to prospects and customers - all tracked in your CRM for complete communication history.

🚀 Getting Started

1. Navigate to Dashboard → SMS & Voice
2. Click "Request Activation"
3. Fill out the activation request form with your business details
4. Wait for admin approval (usually within 24 hours)
5. Once approved, you'll receive a dedicated phone number
6. Purchase SMS credits to start sending messages
7. Start communicating with your clients!

💰 Credit System

SMS and voice use a simple credit-based system:

Purchase credits in packages from Settings → SMS & Voice → Buy Credits.

💬 Sending SMS Messages

1. Open a contact or company profile
2. Click the SMS icon next to their phone number
3. Type your message in the composer (160 chars for 1 credit)
4. Optionally select a template for common messages
5. Click "Send"
6. View delivery status (sent, delivered, failed) in the history

📞 Making Voice Calls

1. Open a contact or company profile
2. Click the Phone icon next to their number
3. Allow microphone access when prompted by your browser
4. The call connects through your browser (no phone needed!)
5. Call duration is tracked automatically
6. Add notes during or after the call
7. Call recording available (if enabled in settings)

📋 Message Templates

Save time with reusable SMS templates:

• • Create templates in Settings → SMS & Voice
• • Use variables for personalization: {{first_name}}, {{company_name}}
• • Organize templates by category (Follow-up, Appointment, Promotion)
• • Quick-select templates when composing messages
• • Track which templates perform best

📊 Communication History

All communications are automatically logged:

• • SMS history - View all sent and received messages on contact profiles
• • Call logs - See call duration, time, and any notes
• • Delivery status - Track if messages were delivered
• • Filter by date - Find specific communications quickly
• • Export reports - Download communication history as CSV
• • Response tracking - See reply rates and engagement

💡 Best Practices

• • Keep it short - SMS messages should be concise (under 160 chars ideal)
• • Identify yourself - Always include your business name
• • Respect timing - Don't send messages outside business hours
• • Honor opt-outs - Remove contacts who reply STOP immediately
• • Use templates - Ensure consistent, professional messaging
• • Log call notes - Document important details right after calls
• • Follow up - Set reminders for follow-up communications

⚠️ Compliance & Regulations

Important compliance requirements:

• • Consent required - Only message contacts who have opted in
• • Honor opt-outs - Process unsubscribe requests within 24 hours
• • Include opt-out - Add "Reply STOP to unsubscribe" to marketing messages
• • TCPA compliance - Follow Telephone Consumer Protection Act rules
• • Keep records - Maintain consent records for all contacts
• • No spam - Only send relevant, requested communications