How does CarcoCRM send text messages?

SMS in CarcoCRM comes with the Communications add-on and runs on Twilio. Your team texts buyers and sellers from inside the CRM, from your store's own number, and every message is saved on the customer's record.

Do I need my own Twilio account?

No. Our team sets up a new local Canadian number for your store and registers it with the carriers, or you can ask us about keeping your current number. Texting does not run on a Twilio account of your own.

Where do the text conversations live?

On the customer's record, in one conversation with their calls and the emails CarcoCRM sent them. Nothing is stranded on a personal phone, and any teammate can pick up where the last message left off.

Can I control which staff can send texts?

Yes. Messaging respects CarcoCRM's role-based access, so you decide exactly which team members can text buyers and sellers.

Communications integration

Text buyers and sellers from inside the CRM

Texting comes with the Communications add-on, on any plan, and runs on Twilio, so every text your team sends and receives lives on the customer's record instead of a personal phone.

Book a demo

The free trial covers the core platform. Communications is added separately, by our team.

Live

SMS that stays with the customer record

CarcoCRM uses Twilio to send and receive text messages from your store's number without leaving the CRM. Every conversation is saved on the customer's record, so when a rep is away, any teammate can pick up the thread. There is nothing to install and nothing stranded on someone's personal phone.

Setup

Getting texting set up

Our team handles the number and the carrier registration. Here is how it goes.

1
Add Communications
Texting comes with Communications, an add-on on any plan. Contact our team or book a demo and we add it to your account.
2
Get your store's number
Our team sets up a new local Canadian number for your store and registers it with the carriers (or ask us about keeping your current number). Texting goes live once registration is complete.
3
Set who can text
Use role-based access to decide which staff can message buyers and sellers, so the right people hold the conversation.
4
Start the conversation
Text a customer from their record, and the full thread stays saved there for the whole team to see.

FAQ

Twilio questions

Add texting to any plan

Talk to our team about adding Communications. We set up your store's local number and register it with the carriers, which takes a little time. The 14-day free trial covers the core platform, with no card required.