Email and texting
Reach every customer from one place
Email is on every plan: CarcoCRM sends your reminders, links, e-sign invitations, receipts, and statements, and saves each one to the customer's record. Texting and calling from your store's own number come with the Communications add-on, on any plan.
The free trial covers email and the core platform. Communications is added separately, by our team.
In-context messaging
Conversations that stay with the record
With Communications, text a buyer or seller from their record and the whole thread stays there, next to their calls and the emails CarcoCRM sent them. When a rep is out, anyone can pick up the conversation because the history is right there.
- Texts and calls on the record, with Communications
- The emails CarcoCRM sends, right alongside
- No conversations stranded on personal phones
What you get
Inside SMS and email
Reminders, links, and e-sign invitations go out by email on every plan. Add Communications to text and call from your store's own number.
Texting with Communications
Text buyers and sellers from their record, photos included, with the whole thread saved there.
One history
The emails CarcoCRM sent, plus texts and calls with Communications, sit in one history, so context is never lost.
Team continuity
Anyone can pick up a conversation because the history lives with the customer, not a phone.
How it works
Three steps, no busywork
- 1
Open the lead
See what CarcoCRM has already emailed them, from reminders to receipts.
- 2
Have the conversation
With Communications, text or call from your store's number, and the thread lands on the same record.
- 3
Hand off cleanly
The full thread stays on the record, so any teammate can pick it up.
FAQ
SMS and email questions
Start with email, add texting when you are ready
Start a 14-day free trial with no card required, or book a guided demo. Add Communications when you want texting and calling, and our team sets up your store's local number.