With BluText, you can send text messages as a custom action right from the Zoho CRM workflow editor! Automate texts without leaving CRM, and sync them with your other workflow actions. Use Zoho CRM’s pre-built filtering capabilities to build mailing lists and send bulk text messages. Efficiently create personalized messages with templates and merge tags in both the workflow editor and bulk SMS widget. BluText integrates with Twilio to ensure seamless delivery of your text messages.
Key Features:
Access Send Text in the Zoho CRM workflow editor to customize recipients and use templates—just like email!
Send bulk SMS messages to a filtered list using Send Text in the Leads, Contacts and Deals list view.
View all sent and received texts (2-way communication supported) in the Leads and Contacts details pages.
Build text message templates with dynamic merge tags. Access these templates from the Zoho CRM workflow editor.
Updated Review. They changed something in the backend so now the texts only go to the CRM Record owner, which as many know, can be very difficult if you have multiple people engaging with leads. There was no heads up about the change.
***Updated Review. It's a very good program for SMS. I tried a few others and this one is definitely the best. I can't do more than 3 stars though - as there remains minimal support material and information on troubleshooting and customer support.
Doesnt work in Deals Module. Blocks Blueprints from executing.
Great if you want simple sms in Leads or Contacts, but I'm starting to look elsewhere as not working in the Deals module means you need to manage deal related conversations outside of Deals.
Extension has now just stopped working and deactivated itself with out any notice. I cant buy it I cant re-activate it. I need to uninstall and probably loose all my automations. Thanks guys
Hi Terry- this is strange! We did not change anything from our end. Are you able to share the details with support@bluroot.ca? We can definitely look into this for you.
No need. I'm moved across to ABR Text Message Twilio system now. Its more fully featured, and works with Deals Module. https://marketplace.zoho.com/app/crm/abr-text-marketing-assistant-for-zoho-crm
yes. Using the ABR SMS one. Works great and works with Leads, Contacts and Deals. https://marketplace.zoho.com/app/crm/abr-text-marketing-assistant-for-zoho-crm
The BluMortgage system is almost overwhelming, but spending time to understand, and to implement the possibilities, are worth every penny, and every minute of your time. It blows my mind what could be done with this system, especially in today's market, where it becomes tougher and tougher to maintain connection with your clients.
Those that will not implement a system like this will be left behind in this competitive mortgage brokering market.
Don't wait for people to contact you let the system make sure that you are the first one that they think of when looking at Mortgages.
The investment seem steep at first, but considering that the system will allow you to communicate with hundreds if not, thousands of people on a regular basis, will definitely pay itself off in the first month if you implement correctly.
I just want to say that the on boarding and assistance given by the team has been more than what I had expected, and without their help end guidance, it would've been difficult to implement on my own. Thank you very much Nadia for the time that you have taken showing me how to get this thing going.
Excellent addition to Zoho CRM, simple to use and set up. Works in other modules and easy to trigger workflows to automate your processes. It's also easy to create historic overviews of all communication and reports if required. Lastly easy to set up views for incoming messages and triggers to relevant people so you don't miss any important messages. Highly recommended.
This is an amazing feature and really helps a lot. Lacking some features I would like to see but not enough to be not worth using. Still the best out there in my opinion!
I have been trying and working with other SMS extensions with awful results. Blutext is the only company that provides any support. With other companies, getting them to even answer an email was a major milestone. But BluRoot got on a video call and even when in and set other functions up for us. Wish I could give the 10 Stars.
Just started using the SMS text option, but it seems very easy and was simple to install and set up. I like that it is a once a year cost rather than others who have monthly/per user costs on top of the costs of the SMS provider.
The system is working well for the first three day of use. Not happy not being able to know if a text has been sent. I would like to give another reveiw in a couple of months.
Does what it needs to do, slightly though to setup. The support aspects needs to be improved. Without strong computer skills and understanding of the operation system of Zoho, it can be very confusing.
Our team previously used an external platform to send sms' messages for sales. Using BluText provides a seemless experience and we have not looked back! The support team has been great!
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Unit 376 - 2255B Queen Street East Toronto, Ontario, Canada M4E1G3
BluRoot is a Zoho Premium Partner that works focuses on training and empowering users and admins to "own" their Zoho stack. We also have a vertical for mortgage brokers called "BluMortgage".
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I would recommend you to try BluText SMS for Zoho CRM. It would add a lot more value to your CRM account.
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Sincerely, null
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