Two-Way Texting · Drip Sequences · Shared Inbox · $10/user/mo

SMS Automation Built Into Your CRM

Two-way texting, bulk SMS, and automated drip sequences — triggered by lead activity and logged against every record. No separate texting tool. From $10/user/mo. Free plan available.

Start free Build a follow-up cadence

Free plan · Paid from $10/user/mo · SOC 2 Type II

Why Texting From a Separate Tool Costs You Deals

SMS gets a 90%+ open rate, but only when it is fast, personal, and tied to the pipeline. Bolt-on texting tools break that link — and the follow-up with it.

Texts the CRM never sees

Reps text from personal phones or a standalone app, so messages never reach the lead record and managers lose all visibility.

Follow-up depends on memory

Without triggered sequences, the second and third touch never happen. Most leads go cold after the first message.

Slow inbound response

Replies land in someone's private inbox. With no shared queue, hot inbound texts sit unanswered for hours.

No view of what works

Separate tools can't tie reply rates to pipeline, so you can't tell which message actually moved a deal forward.

How HelloGrowthCRM Automates Texting Without Losing the Personal Touch

Set the triggers once, personalize with merge fields, and let every reply flow back into the pipeline.

Segment and personalize

Filter leads by score, stage, or source and drop them into a sequence. Merge fields personalize each text so it never reads like a blast.

Trigger on activity

Texts fire on new lead, stage change, no-show, or inactivity timers — so the right message goes out at the right moment, automatically.

Capture every reply

Inbound replies route to a shared team inbox with ownership rules. Sequences auto-pause when a lead responds so a human takes over.

Log and measure

Every message attaches to the lead and deal timeline, and analytics tie reply and opt-out rates back to pipeline movement.

SMS, Calls, Email, and WhatsApp — One Follow-Up Engine

Texting is built in, not bolted on — so every channel shares the same lead record, the same automation, and the same reporting.

Two-Way Texting

Send and receive SMS from the lead record. Replies route to a shared inbox with ownership rules.

Bulk & Broadcast SMS

Text a filtered segment in one send, personalized with merge fields and opt-out handling.

Automated Drip Sequences

Multi-step SMS journeys triggered by stage, timer, or form — auto-stop on reply or conversion.

Templates & Snippets

Reusable, on-brand message templates with variables. Reps stay fast and consistent.

Shared Team Inbox

Every SMS thread visible to the team with assignment, so no inbound text goes unanswered.

Triggered Messaging

Fire texts on new lead, no-show, post-demo, or inactivity — without a rep lifting a finger.

Delivery & Reply Analytics

Track delivery, reply, and opt-out rates per sequence to see what actually moves deals.

Lead-Linked History

Every message attached to the contact timeline next to calls, email, and WhatsApp.

HelloGrowthCRMvs Standalone Texting Tools & CRM Add-Ons

Standalone texting apps don't see your pipeline, and CRM add-ons gate texting behind higher tiers. HelloGrowthCRM bundles two-way SMS, drip sequences, the power dialer, and WhatsApp at $10/user/month — free plan for 1 user (200 leads).

	HelloGrowthCRM	Standalone SMS tool	CRM add-on
Starting price	$10/user/mo	$29–$99/mo + CRM	Per-tier add-on
CRM built in	Yes	No	Yes
Two-way texting	Yes	Yes	Higher tiers
Drip sequences	Yes	Limited	Higher tiers
Built-in power dialer	Yes	No	Add-on
Native WhatsApp	Yes	No	Rare
Free plan	Yes (1 user)	Rare	No

Where US Teams Put SMS to Work First

The highest-return starting point is usually speed-to-lead: a text acknowledging a new enquiry within minutes, before a competitor calls back. A roofing company texts new web leads to confirm the estimate appointment; a dental or med-spa front desk cuts no-shows with automated day-before reminders; a car dealership follows up test drives with a two-step sequence that stops the moment the buyer replies. Each of these runs on triggers you configure once — setup for a first sequence typically takes under half an hour, on top of the 10DLC registration our onboarding team walks you through.

Because SMS shares the lead record with the dialer, email, and WhatsApp, the second step most teams take is mixing channels: text first, call the repliers, email the rest. The sequence reporting then shows which combination actually books meetings, so you scale what works instead of guessing.

Texting Compliantly: The Basics US Teams Should Get Right First

US business texting has real rules, and getting them right up front is cheaper than fixing deliverability later. Register your number for 10DLC before sending campaign volume — unregistered traffic gets filtered by carriers regardless of which software sends it. Collect consent at the point of capture: a checkbox or disclosure on the web form that generated the lead is the clean pattern, and the CRM stamps the lead record with when and where consent was given. Honor opt-outs automatically — a STOP reply should suppress the contact everywhere, including from sequences already in flight, without a human needing to remember.

Beyond the legal floor, the habits that keep reply rates healthy are simple: send during the recipient's business hours, lead with who you are and why you are texting, and keep automated sequences short — two or three steps that stop the moment someone replies, at which point a person takes over the thread. Because every message is logged on the lead record alongside calls and email, an auditor, a carrier review, or simply a new rep picking up the account can see the full history in one place. Teams with specific regulatory exposure — healthcare, lending, insurance — should confirm requirements with their own counsel; the CRM gives you the consent trail and suppression controls to work from.

Frequently Asked Questions

What is SMS automation in a CRM?

SMS automation lets you send and receive text messages directly from the CRM and trigger them automatically based on lead activity — a new inbound lead, a stage change, an inactivity timer, or a form submission. Every message stays attached to the lead record alongside calls and email, so the full conversation is in one place.

Can I send bulk SMS and drip sequences?

Yes. You can send one-to-many broadcast SMS to a filtered segment, or build multi-step drip sequences that fire on schedule or on triggers. Messages personalize with merge fields and stop automatically when a lead replies or converts.

Is two-way texting supported?

Yes. Replies land in a shared team inbox so any rep can pick up the conversation, with ownership and assignment rules. The full thread — inbound and outbound — is logged on the lead and deal timeline.

Does HelloGrowthCRM support US 10DLC texting?

US business texting runs over 10DLC (10-digit long codes), which require brand and campaign registration with the carriers. HelloGrowthCRM is built for 10DLC-based business texting; our onboarding team walks you through the registration steps so your campaigns send reliably.

Is SMS included or a paid add-on?

SMS is built into the platform on paid plans from $10/user/month — you do not need a separate texting tool bolted onto your CRM. Carrier message fees apply as usual for any SMS provider. The free plan includes core CRM features for up to 200 leads.

Can SMS work alongside calls, email, and WhatsApp?

Yes. HelloGrowthCRM coordinates SMS with the built-in power dialer, email automation, and native WhatsApp so a single follow-up sequence can move across channels — all logged against the same lead record.