Communication
Text Messaging (SMS)
Send SMS notifications to clients - from our number by default, or one of your own.
SMS needs no account of your own to get started - by default messages send from a number we provide. Turn it on in Settings → Communications → Text Messaging.
Want texts to come from a number that's yours? Open Configure on that row. You can buy a dedicated Australian mobile for your team as a paid add-on, send on your agency's number if it has one, or - where your administrator allows it - connect your own Twilio account. Whichever you set up takes precedence over the shared number.
Once on, SMS notifications send on stage changes, action completions, and document uploads - mirroring your email automations.
SMS templates are customised alongside email templates in Settings → Communications → Email / SMS Templates.
Each client can opt in or out independently, and a client who replies STOP is unsubscribed automatically.