For AI agents: a documentation index is available at the root level at /llms.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.
Skip to navigation SMS-Magic for Zoho CRM: Feature Overview
Management : Access and update your SMS-Magic account details and billing information seamlessly.
User Management and Licensing
User Assignment : Flexibly assign users to specific virtual phone numbers.License Management : Simplify the process of managing user licenses and access rights.
Multi-channel Text & Media Templates
Customization : Tailor multi-channel text and media templates to meet specific business needs for quick responses.Integration : Link templates with Zoho CRM modules like Leads and Contacts for better engagement.Personalization : Utilize merge fields from associated Zoho CRM modules to customize templates.
Converse Desk
Unified Conversations : Aggregate all messaging conversations in one location for efficient management.Conversation Management : Sort, filter, and drill down into conversations for detailed insights and focus.Assignment Flexibility : Easily assign or reassign conversations to ensure continuous customer engagement.
Bulk Messaging to Zoho CRM Records
Targeted Messaging : Send bulk messages to selected CRM records or custom list views tailored to your target audience.Channel Versatility : Dispatch personalized messages via SMS, MMS, and WhatsApp with ease.
Campaign Manager
Bulk Personalized Messaging : Execute marketing campaigns by sending personalized messages to targeted audience groups.Scheduling : Optimize engagement by sending messages immediately or scheduling them for later.
Compliance
Consent Management : Manually manage opt-in and opt-out consents and define keywords for handset consent management.Business Hours Setting : Configure messaging hours according to your organization’s operational hours.
Incoming Notifications
Real-Time Alerts : Receive instant notifications in Zoho CRM for incoming messages, enhancing lead engagement through timely responses.
Webhook Automation
Automation Setup : Implement webhook automations in Zoho CRM for tasks like sending welcome messages, birthday wishes, and meeting reminders.Customization : Generate personalized webhook XML for diverse automation setups.
Delivery Dashboard
Tracking and Alerts : Gain comprehensive tracking control with alerts for delivery issues to ensure messaging continuity.Analytics : Access delivery analytics, monitor message counts, delivery rates, and SMS credit usage, and analyze delivery errors.
Message History
Detailed Reporting : Obtain a thorough message history report within your CRM, including sent and delivery statuses.Workflow Integration : Leverage message history to create workflow automations for incoming or outgoing messages.
