Movermate CRM allows you to send SMS messages to customers, drivers, and team members directly from the platform. You can send messages from two main sections: Activity Logs and Text Messages under the Communication module. Follow the steps below to send a message effectively.
Sending Messages from Activity Logs (Lead/Job Details Page)
This method allows you to send SMS messages directly from a lead or job’s details page.
Steps to Send an SMS from Activity Logs
Go to the "Leads" or "Jobs" Section
Navigate to the left sidebar and click on Leads or Jobs.
Select a specific lead or job where you want to send a message.
Open the "Activity Logs" Tab
Click on the Activity Logs tab within the lead or job details.
Click on "Message"
Locate the Message button and click on it.
Select "From" Number and Recipient
The SMS From number will be auto-populated with the default company number.
If the lead or job already has a phone number saved, the To field will also be auto-populated.
Choose a Template or Type a Custom Message
You can select a predefined message template from the dropdown or type a custom message.
Send the Message
Click Send to dispatch the SMS.
The message will now appear in the activity log for future reference.
Sending Messages from the Text Messages Section (Under Communication)
This method allows you to send and manage conversations under the Communication module.
Steps to Send an SMS from Text Messages
Go to the "Messages" Section
Click on Communication > Messages from the left sidebar.
Start a New Message
Click the "+" button at the top to start a new message.
Enter the Recipient’s Details
Type the recipient’s name or phone number.
You can also select from the suggested contacts list.
Assign the Conversation to a Sales Representative (Mandatory Step)
Ensure that the conversation is assigned to a sales representative so it can be tracked properly.
Select the "From" Number
Choose which company number the SMS will be sent from.
Type a Custom Message
Enter your message in the text box before sending.
Send the Message
Click Send to deliver the SMS.
The conversation will now appear in the messages list for follow-up.