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SMS Notifier

Instant communication, right from your CRM.

The SMS Notifier module in Zaris CRM enables businesses to send, receive, and track SMS messages directly within the CRM. Whether it’s sending reminders, promotional messages, or instant updates, this module ensures fast and reliable communication with leads, clients, and team members.

From compose to logged conversation

1
Send
Contacts & Leads
2
Automate
CRM Event Alerts
3
Receive
Two-Way Replies
Track
On Every Record

Send from CRM

Message Contacts, Leads, or Organizations individually or in bulk no external app required.

Individual · Bulk · In-app

Automated alerts

Trigger SMS on CRM events new leads, appointments, due payments, and project updates.

Events · Reminders · Updates

Templates & providers

Reuse templates with dynamic fields and connect Twilio, Clickatell, Nexmo, or your preferred gateway.

Templates · Gateways · Fields

All messages in one workspace

Open the SMS Notifier module to view every outbound and inbound message. Filter by message text, assignee, or created and modified times the same list layout you use across Zaris CRM, with column search and pagination when your volume grows.

  • Columns: Message, Assigned To, Created Time, and Modified Time.
  • Per-column filters and green Search action on the filter row.
  • More SMSNotifier views and bulk More actions when records are selected.
sms notifier main

Everything you need for CRM SMS

Send faster, automate routine outreach, and keep every reply tied to the right customer record.

Send SMS Directly from CRM

Users can send SMS messages to Contacts, Leads, or Organizations without switching to an external platform. Messages can be sent individually or in bulk, making it ideal for both personalized communication and large-scale campaigns.

Automated SMS Alerts

The module supports automated notifications triggered by CRM events. For example, when a new Lead is created, an SMS can be sent instantly to acknowledge their inquiry. Similarly, reminders can be automated for appointments, due payments, or project updates.

Template Management

To save time, SMS templates can be created and reused for common messages such as confirmations, reminders, and promotional offers. Templates can be customized to include dynamic fields like customer name, invoice number, or due date.

Two-Way Messaging

The SMS Notifier allows not only sending but also receiving messages, keeping conversations centralized within the CRM. All responses are logged under the relevant record, ensuring complete visibility of client interactions.

Integration with CRM Modules

The module integrates seamlessly with Leads, Contacts, Opportunities, Invoices, and more. This ensures SMS updates are always tied to customer records, making communication traceable and easy to manage.

Multi-Provider Support

Zaris CRM’s SMS Notifier works with multiple SMS gateways, including Twilio, Clickatell, Nexmo, and other providers. This flexibility allows businesses to choose the provider that best matches their region and budget.

Benefits of using SMS Notifier with Zaris

Reach customers where they actually read messages with lower cost and faster responses than many other channels.

Increased open rates

SMS messages have a higher open rate than emails, making them more likely to be read and resulting in better engagement.

Improved response rates

SMS messages are quickly read and responded to, helping businesses improve customer service and boost satisfaction.

Cost-effective

SMS messages are more cost-effective than calls or direct mail, helping businesses save money while staying connected with customers.

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