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Contact Management

Sending and Receiving Transactional Text Messages
Sales Pipeline Management Sales Pipeline Stages Contact Management Dashboard Financial Questionnaire Client Status Sending and Receiving Emails Sending and Receiving Transactional Text Messages Contact Categories Contact Tags Managing Contacts Marketing Subscriptions Client Termination Reason Contact Custom Fields Merging Contacts Global Search

Contact Management

Sales Pipeline Management Sales Pipeline Stages Contact Management Dashboard Financial Questionnaire Client Status Sending and Receiving Emails Sending and Receiving Transactional Text Messages Contact Categories Contact Tags Managing Contacts Marketing Subscriptions Client Termination Reason Contact Custom Fields Merging Contacts Global Search

Sending and Receiving Transactional Text Messages

Some of the benefits of using LeadCenter's text messaging service are:

  • See all text communication related to a contact under the contact page.
  • See delivery notification for each text message.
  • See scheduled text message marketing to contacts directly inside your CRM.
  • Automate sending text messages using workflows.
  • Automate sending reminders for meetings and events.
  • Automate sending client review meeting reminders.
  • Use text message templates to save time while sending messages and to stay compliant.

To send and receive text messages from LeadCenter, subscribe to one of LeadCenter's text message plans..

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.