Client SMS

Note: This plugin is an add-on for iTech CRM and requires at least version 3.0.0. iTech CRM Chat is built using PHP, JavaScript, and jQuery and leverages the Pusher API for real-time communication. Unlike traditional chat systems, it uses WebSockets for a faster, more efficient experience, eliminating server slowdowns.

The SMS Manager plugin extends iTech CRM’s default functionality for sending SMS to clients. This plugin uses the default-enabled SMS gateways provided by iTech CRM. You can check for available SMS gateways from Setup -> Settings -> SMS.

With the Add-on SMS Manager, you can create new SMS triggers that will be sent automatically to clients. You can also save custom SMS templates for future use. Admins or staff can send multiple custom SMS manually or schedule them for future delivery to clients, leads, and staff members.

Key Features:

• Email: Send/receive emails.
• Video Call via Zoom: Conduct video calls with clients and leads.
• Call via Twilio: Make and receive calls using Twilio integration.
• SMS: Send and receive SMS.
• Bulk SMS: Send bulk SMS to multiple leads.
• 2-Way SMS using Twilio: Engage in two-way SMS conversations using Twilio.
• 2-Way WhatsApp Chat using Twilio: Use Twilio for two-way WhatsApp communication.
• Activity Log Features: Log SMS, calls, Zoom, and other activities for iTech customers.
• Notification System: Receive notifications for missed, busy, or no-answer calls.
• Individual Audio Call Landing: Assign incoming audio calls to specific staff members.
• Video/Audio Call Recording: Record video and audio calls for future reference.
• Soft Phone on Full CRM: Access a soft phone within the CRM interface.
• Twilio Account Management: Use one Twilio account globally for all staff, with each staff member having their own Twilio numbers and email SMTP/IMAP settings.
• Staff Permissions: Manage call permissions for each staff member to avoid unnecessary calls.
• Call Mute Functionality: Mute calls as needed.
• Remarks: Add, update, and view remarks on leads.
• Redirection: Redirect from lead manager to leads.
• Activity Log: Log calls, SMS, recordings, and more.
• Dashboard: View all video call appointments, separate incoming/outgoing call durations, and Twilio account balance.
• APIs: Well-organized APIs available for integration.

Added Advantages:

• Automatic SMS Triggers:
  • New projects, tasks, invoices, leads, proposals, support tickets, credit notes, etc.
  • Status updates for projects, tasks, invoices, leads, support tickets, etc.
  • Proposal or estimate status changes to accepted/declined.
  • New client contact added.
• Custom SMS Templates:
  • Save templates for future use.
  • Admins can create globally used custom SMS templates.
• Manual and Scheduled SMS:
  • Admins or staff can send custom SMS and set scheduled dates for delivery to clients, staff, or leads.

List of All SMS Notifications That Can Be Triggered:

• New Project Created (to customer)
• New Invoice Created (to customer)
• New Proposal Created (to customer)
• New Estimate Created (to customer)
• New Contract Created (to customer)
• New Support Ticket Created (to customer)
• New Credit Note Created (to customer)
• New Lead Created (to customer)
• Project Status Changed (to customer)
• Invoice Status Changed (to customer)
• Lead Status Changed (to customer)
• Support Ticket Status Changed (to customer)
• Proposal Accepted (to customer)
• Proposal Declined (to customer)
• Proposal Accepted (to staff)
• Proposal Declined (to staff)
• Estimate Accepted (to customer)
• Estimate Declined (to customer)
• Estimate Accepted (to staff)
• Estimate Declined (to staff)
• Client Contact Created (to customer)
• New Support Ticket Created (to staff)
• New Project Created (to staff)
• Project Status Changed (to staff)
• New Lead Created (to staff)
• Lead Status Changed (to staff)
• Task Created (to customer)
• Task Status Changed (to customer)
• Task Created (to staff)
• Task Status Changed (to staff)
• Task Assignee Added (to new assigned staff)