Your team texts leads and contacts, and Zoho CRM is where they work them. We connect your texting provider to Zoho CRM, so reps send from the record, replies land on the right lead or deal, and consent fields decide who can get a text.
900+ integrations completed · We sign BAAs
How SMS in Zoho CRM works
A rep picks a number and a template on the record and sends
Twilio, CallTrackingMetrics or your texting tool sends the message
Matched by phone number to the right lead, deal or contact
The full conversation in Zoho CRM, next to calls and notes
Zoho CRM is built to be extended. With Deluge functions, widgets, workflows and the APIs, texting can live inside the record instead of in a separate inbox.
The provider depends on what you already run. Twilio fits teams that want a custom send window in Zoho. CallTrackingMetrics fits teams that already track calls there and want texts in the same place. Avochato and RingCentral texts can be logged in Zoho too.
Consent is part of the build. An Approved to SMS field on the record, opt-in checkboxes on your web forms, and opt-in wording you approve keep texting tied to who said yes.
What's included
A send window on Leads, Deals, Contacts and Accounts, with the phone numbers on the record ready to pick.
Replies matched by phone number and saved on the record, so the next rep sees the whole conversation.
A text from a new number can create a lead, so no inquiry sits in an inbox.
Saved messages your team picks from, so common replies go out the same way each time.
An Approved to SMS field on the record that the send window checks before a text goes out.
SMS consent checkboxes and opt-in wording added to your web forms, plus SMS terms and privacy wording on your site.
Zoho Flow and provider auto responders turned on or off, so contacts get the replies you want.
Texts next to calls, notes and tasks on the same record, for one history per lead.
The real thing
A screen from a live Zoho CRM build. The location name and number are replaced with sample data.
Pick the tracking number to send from, a phone on file or another number, and a template. Send now or schedule it, with the text history below.
A custom Zoho widget and Deluge function to send texts, with inbound replies logged on the record
CTM texts and calls on the right Lead or Deal, with summaries and transcripts
Avochato conversations logged on the lead or contact, and leads from texts
RingCentral text activity logged in Zoho CRM
Form fills create leads, with SMS consent checkboxes on the form
Calls, texts and recordings on the Zoho CRM record
Fields, layouts, automation and dashboards around your texting
Every system we connect to Zoho CRM, in one list
On a free call we look at your texting provider, your Zoho CRM account and how your team follows up, and show you what the build would take.
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How it works
We look at how your team texts and calls today, and what needs to land in Zoho CRM.
Which records texts and calls land on, which fields carry over, and the consent rules, agreed before anything is built.
Built in Zoho CRM and tested with real messages and calls before your team relies on it.
Running in the background, with support if anything changes.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Yes. We add a send window to the record, connected to Twilio, CallTrackingMetrics or the texting tool you use.
Replies are matched by phone number and saved on the lead, deal or contact they belong to.
It depends on what you already run. If CallTrackingMetrics handles your calls, texts can come through it too. If you want a custom send window, Twilio fits. We go through the options on the free call.
With an Approved to SMS field the send window checks, opt-in checkboxes on your forms, and opt-in wording you approve. We build the tools; your team decides the policy.
By project, not by the hour. The first call is free, and you get a project quote after it.
