20 Best CRM Software With Texting Reviewed In 2024
10 Best CRM Software With Texting Shortlist
Here's my pick of the 10 best software from the 20 tools reviewed.
Our one-on-one guidance will help you find the perfect fit.
CRM software with texting is a valuable asset for any company. With the right software, teams can improve communication efficiency and manage customer relationships more effectively. However, finding the right CRM software for texting can be challenging, especially with many available options.
Using my experience with business and project management software, I tested and compared several of the top CRM software with texting available. From there, I compiled my results into in-depth reviews to help you find the best software for your unique needs.
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Best CRM Software With Texting Summary
| Tools | Price | |
|---|---|---|
| Salesmate | From $23/user/month | Website |
| Nimble | From $25/user/month (billed annually) | Website |
| HoneyBook | From $16/month | Website |
| Keap | From $249/user/month (billed annually) | Website |
| Shape | From $119/user/month (billed annually) | Website |
| GoCRM | From $49/user/month (billed annually) | Website |
| Close CRM | From $59/user/month (billed annually) | Website |
| LeadSimple | From $65/user/month (billed annually) | Website |
| EngageBay CRM | From $14.99/user/month (billed annually) | Website |
| vcita | From $29/month (billed annually) | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareHow To Choose CRM Software With Texting
It’s easy to get bogged down in long feature lists and complex pricing structures. Here's a checklist of factors to remember to help you stay focused as you work through your unique software selection process.
| Factor | What to Consider |
| Scalability | Will this solution grow with your team’s needs? |
| Integrations | Does it connect with the other tools you’re already using? |
| Customizability | Can you tailor the software to fit your specific workflows? |
| Ease of Use | Is the platform simple enough for your team to adopt quickly? |
| Budget | Does the cost fit within your team’s budget and provide value? |
| Security Safeguards | Are there adequate measures to protect your data? |
| Support | Will you have access to timely and helpful customer support? |
| Mobile Access | Can you access the software on the go from mobile devices? |
Best CRM Software With Texting Reviews
Below are my detailed summaries of the best CRM software with texting that made it onto my shortlist. My reviews thoroughly examine each tool’s essential features, pros and cons, integrations, and ideal use cases to help you find the best one.
Salesmate is a CRM platform designed to help businesses manage their sales processes and customer relationships. It’s geared toward sales teams and provides tools to track deals, automate communication, and manage leads efficiently.
Why I Picked Salesmate:
It offers automation features that simplify sales workflows. Your team can engage leads with automated follow-ups and email sequences without manual effort. Salesmate also provides detailed reporting to track performance across multiple pipelines. Its built-in sales automation tools allow teams to create customized workflows that help close deals faster.
Standout Features & Integrations:
Features include automated workflows, deal tracking, and performance analytics. Your team can automate follow-ups and manage sales pipelines efficiently. It also provides customizable reporting to help monitor team and individual performance.
Integrations include Google Workspace, Microsoft 365, QuickBooks, Slack, Twilio, Mailchimp, Stripe, Zapier, RingCentral, and Zoom.
Nimble is a customer relationship management tool designed to help businesses build stronger connections with their contacts. It focuses on managing customer interactions across multiple channels, making it ideal for companies that rely heavily on relationship-building and social engagement.
Why I Picked Nimble:
It offers deep social media integration, allowing your team to manage interactions across platforms like Twitter and Facebook without leaving the CRM. Nimble automatically pulls contact details from social profiles, making tracking of customer updates and activity more manageable. The platform also lets you segment contacts for targeted communication, ensuring you reach the right audience. Its integration with social channels makes it a great option for businesses prioritizing social selling.
Standout Features & Integrations:
Features include social media contact syncing, automatic profile enrichment, and contact segmentation. Your team can quickly pull relevant contact information from social media and keep your database current. It also allows you to organize contacts into specific groups for more targeted outreach.
Integrations include Microsoft 365, Google Workspace, Twitter, LinkedIn, Mailchimp, HubSpot, Zapier, QuickBooks, Slack, and Facebook.
Pros and cons
Pros:
- Great for segmenting contacts
- Simple setup for small teams
- Syncs well with social platforms
Cons:
- Not ideal for large teams
- Limited advanced reporting options
HoneyBook is a client management platform that helps freelancers and small businesses organize projects, manage client communication, and handle invoicing. It’s designed to streamline the business's administrative tasks, allowing users to focus on delivering their services.
Why I Picked HoneyBook:
It’s built to support freelancers juggling multiple projects and clients simultaneously. HoneyBook allows you to automate follow-ups, send contracts, and collect payments, all within a single platform. Its project management tools help you track tasks, deadlines, and client interactions in one place. With its emphasis on simplicity and functionality, HoneyBook is well-suited for creative professionals managing client relationships.
Standout Features & Integrations:
Features include project management, client communication, and invoicing tools. Your team can easily automate follow-ups, track project deadlines, and send contracts to clients. HoneyBook also offers a simple interface for managing payments and proposals.
Integrations include Google Calendar, Gmail, QuickBooks, Zapier, Stripe, Square, Zoom, Calendly, Mailchimp, and Slack.
Pros and cons
Pros:
- Scales well with growing client base
- Flexible workflows for project management
- Easy to automate follow-ups
Cons:
- Limited scalability for complex needs
- Learning curves for workflows
Keap is a CRM and business automation tool designed to help small businesses manage customer relationships and automate routine tasks. It supports sales, marketing, and client management by offering tools for email campaigns, appointment scheduling, and lead tracking.
Why I Picked Keap:
It excels at automating client follow-ups, ensuring no leads fall through the cracks. Your team can set up automated sequences for email and text follow-ups, reducing the need for manual reminders. Keap also allows for customizable workflows, helping businesses tailor their follow-up processes to their needs. Its built-in tools for client communication and automation make it an ideal choice for teams that want to stay engaged with clients effortlessly.
Standout Features & Integrations:
Features include automated follow-ups, lead management, and customizable email marketing. Your team can automate client communication and track leads through various stages of the sales process. Keap also offers workflow automation to help businesses streamline day-to-day tasks.
Integrations include QuickBooks, Zapier, WordPress, PayPal, Gmail, Outlook, Stripe, WooCommerce, Shopify, and Xero.
Pros and cons
Pros:
- Strong automation for client workflows
- Scales easily with growing teams
- Highly customizable follow-up sequences
Cons:
- Lacks advanced reporting for texting
- Automation can feel complex to build
Shape is a CRM platform designed to support businesses in managing customer relationships and lead nurturing. It’s primarily used by companies in the financial sector, helping teams streamline workflows and improve communication with clients.
Why I Picked Shape:
It offers specialized features for financial services, such as compliance tracking and document management. Your team can use its automated texting tools to stay connected with clients while ensuring privacy and security. Shape also provides pipeline management, which is essential for managing long sales cycles typical in financial industries.
Standout Features & Integrations:
Features include automated texting, lead tracking, and document management. Your team can automate client communication while managing compliance documentation in one place. It also offers tools for tracking sales pipelines, ensuring no lead is left behind.
Integrations include Twilio, Zapier, Google Calendar, Mailchimp, QuickBooks, RingCentral, Salesforce, Microsoft Outlook, and HelloSign.
Pros and cons
Pros:
- Highly customizable for financial services
- Good for long sales cycles
- Easy compliance tracking features
Cons:
- Complicated initial setup
- Steep learning curve
GoCRM is a customer relationship management tool designed to help businesses manage their leads and communications. It offers tools that support sales, marketing, and customer outreach, making it a good option for companies looking to grow their client base.
Why I Picked GoCRM:
It offers an easy-to-use platform that suits small businesses with limited resources. The software provides automated follow-ups, helping your team stay on top of leads without much manual effort. Its built-in texting feature allows for quick and direct communication with prospects. GoCRM also offers pipeline management, letting you source and track each hiring decision stage and your customer’s journey, which is particularly helpful for businesses with a smaller sales team.
Standout Features & Integrations:
Features include automated lead nurturing, SMS communication, and pipeline management. Your team can schedule automatic follow-ups, ensuring timely responses without manual work. The software also offers real-time tracking to update you on every lead’s status.
Integrations include Gmail, Outlook, HubSpot, Salesforce, Zapier, Slack, RingCentral, Twilio, QuickBooks, and Google Calendar.
Pros and cons
Pros:
- Quick setup and implementation
- Scales well for small teams
- Easy to customize workflows
Cons:
- Lacks in-depth onboarding resources
- Limited advanced reporting features
Close CRM is a sales-focused platform designed to help teams manage customer interactions and track deals. Sales professionals primarily use it to streamline their communication and boost sales productivity.
Why I Picked Close CRM:
It offers built-in communication tools like SMS and email, making it ideal for remote teams who need to stay connected from anywhere. The platform provides features like pipeline management and reporting to help your team track deals in real time. Close CRM also supports multiple communication channels in one place, reducing the need to switch between tools. With its focus on sales, it’s well-suited for teams looking to centralize their outreach efforts and manage their sales process remotely.
Standout Features & Integrations:
Features include built-in calling, SMS, and email, allowing your team to communicate with leads without leaving the platform. The software offers customizable pipelines to track deals and sales progress. Close CRM also provides real-time reporting to keep you updated on team performance.
Integrations include Zapier, HubSpot, Mailchimp, Slack, Twilio, Google Workspace, Microsoft Outlook, Zoom, RingCentral, and Calendly.
Pros and cons
Pros:
- Centralizes communication in one platform
- Customizable workflows for flexibility
- Scales well for remote teams
Cons:
- Learning curve for advanced features
- Limited onboarding support
LeadSimple is software designed to help users manage lead tracking, sales, and customer relationships. It is primarily for real estate professionals and offers tools that support property management and lead conversion.
Why I Picked LeadSimple:
It offers specific features that make it a great fit for real estate teams. The built-in pipeline management lets you track deals from start to finish, helping you stay on top of each hiring process stage. Automated follow-ups ensure you never miss a lead; task reminders keep your team organized. With its focus on real estate workflows, it’s well-suited for handling property listings and communication.
Standout Features & Integrations:
Features include automated follow-ups, deal tracking, and task management. You can easily assign tasks to team members and set reminders for important deadlines. The software also provides real-time notifications to help you stay updated on lead progress.
Integrations include Gmail, Outlook, Zapier, Google Calendar, Slack, RingCentral, CallRail, Twilio, HelloSign, and QuickBooks.
Pros and cons
Pros:
- Strong task automation capabilities
- Highly customizable workflows
- Scalable for growing teams
Cons:
- Limited flexibility outside real estate
- Time-consuming setup process
- Steep learning curve
EngageBay CRM is an all-in-one software solution that helps businesses manage customer relationships, marketing, and sales. It’s designed to support growing companies by offering tools for lead management, email campaigns, and customer service in a single platform.
Why I Picked EngageBay CRM:
It provides an affordable option for startups that need CRM and marketing features in one system. Your team can easily manage customer data, automate follow-ups, and track leads through the sales funnel. EngageBay’s email marketing tools also simplify sending targeted campaigns to specific audiences. The software’s focus on providing multiple functions in one place makes it ideal for smaller teams looking to consolidate their tools.
Standout Features & Integrations:
Features include lead management, email marketing automation, and sales tracking. Your team can easily manage customer interactions, track sales activities, and automate follow-ups. EngageBay also offers marketing tools to segment audiences and send targeted campaigns.
Integrations include Zapier, Mailchimp, Stripe, Shopify, Xero, QuickBooks, Twilio, Google Workspace, Facebook, and LinkedIn.
Pros and cons
Pros:
- Supports detailed audience segmentation
- Easy to set up marketing funnels
- Customizable workflows for lead management
Cons:
- Onboarding can be overwhelming for new users
- Limited advanced reporting capabilities
vcita is a business management software designed to help service providers manage client interactions, scheduling, and payments. It supports small businesses in streamlining client communications and daily operations, offering tools for managing appointments, invoicing, and marketing campaigns.
Why I Picked vcita:
It’s tailored to meet the needs of service providers, making it easy to manage appointments, send reminders, and handle payments in one platform. vcita offers built-in features for client relationship management, helping your team stay on top of client interactions and follow-ups. Its scheduling and billing tools are ideal for service-based businesses that need to automate repetitive tasks. The focus on appointment-based workflows makes it an efficient solution for managing client services.
Standout Features & Integrations:
Features include appointment scheduling, invoicing, and client relationship management. Your team can manage appointments, send reminders, and collect payments all within the platform. vcita also offers marketing tools to help you stay connected with clients through email and SMS campaigns.
Integrations include QuickBooks, Google Calendar, Zoom, PayPal, Stripe, WordPress, Mailchimp, Square, Facebook, and Zapier.
Pros and cons
Pros:
- Customizable for different service industries
- Simplifies client communication workflows
- Great for managing appointments
Cons:
- Some features feel overly basic
- Lacks in-depth onboarding resources
Other CRM Software With Texting
Here are some additional CRM software with texting options that didn’t make it onto my shortlist but are still worth checking out.
- Agile CRM
For SMBs with limited budgets
- Jobber
For field service management
- Scoro
For professional service firms
- Microsoft Dynamics 365
For enterprise-level CRM
- Marketing 360
For integrated marketing tools
- Booker by MINDBODY
For appointment-based businesses
- HubSpot
For growing sales teams
- monday.com
For project-based teams
- Bitrix24
For free collaboration tools
- HighLevel
For marketing agencies
CRM Software With Texting Selection Criteria
When selecting the best CRM software with texting to include in this list, I considered everyday buyer needs and pain points like improving communication efficiency and reducing missed follow-ups. I also used the following framework to keep my evaluation structured and fair.
Core Functionality (25% of total weighting score)
To be considered for inclusion in this list, each solution had to fulfill these common use cases:
- Send and receive SMS messages
- Automate client follow-ups
- Track communication history
- Manage customer contact information
- Support mobile access
Additional Standout Features (25% of total weighting score)
To help further narrow down the competition, I also looked for unique features, such as:
- Two-way messaging integration
- Customizable message templates
- Built-in call tracking
- Advanced SMS reporting and analytics
- Compliance with SMS marketing regulations
Usability (10% of total weighting score)
To get a sense of the usability of each system, I considered the following:
- Easy-to-navigate interface
- Quick access to messaging features
- Minimal steps to automate workflows
- Intuitive contact management
- Clean and modern design
Onboarding (10% of total weighting score)
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of training videos and guides
- Pre-built messaging templates for quick setup
- Interactive product tours or demos
- Step-by-step onboarding tutorials
- Access to chat support during setup
Customer Support (10% of total weighting score)
To assess each software provider’s customer support services, I considered the following:
- Availability of live chat or phone support
- Response time for support inquiries
- Availability of a comprehensive knowledge base
- Access to 24/7 support options
- User community or forum for peer assistance
Value For Money (10% of total weighting score)
To evaluate the value for money of each platform, I considered the following:
- Competitive pricing compared to alternatives
- Features included in the basic plan
- Flexible payment options or plans
- Transparency in the pricing structure
- Availability of discounts for annual billing
Customer Reviews (10% of total weighting score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Positive feedback on communication features
- Reported reliability of SMS delivery
- Satisfaction with customer support
- Feedback on ease of setup and use
- Long-term customer retention rates
Trends In CRM Software With Texting
In my research, I sourced countless product updates, press releases, and release logs from different CRM software with texting vendors. Here are some of the emerging trends I’m keeping an eye on.
- AI-driven message personalization: More tools are using AI to suggest or auto-generate personalized SMS content based on customer data and previous interactions. This helps businesses send more relevant messages without manual effort.
- Omnichannel communication: Vendors are moving towards integrating SMS with other communication channels like email, chat, and social media in one platform. This allows businesses to maintain consistent conversations across multiple touchpoints.
- SMS compliance features: With increasing regulations around text messaging, more vendors are adding built-in tools to ensure compliance with GDPR, TCPA, and other data privacy laws. This trend is significant for businesses operating in regulated industries.
- Advanced SMS analytics: Basic SMS tracking is evolving into more sophisticated analytics, allowing businesses to measure open rates, response times, and customer engagement. This helps teams refine their messaging strategies.
- Voice-to-text integration: Some CRM tools add voice-to-text functionality, making it easier for users to convert spoken communication into text messages. This trend is gaining traction among field service teams and remote workers.
What Is CRM Software With Texting?
CRM software with texting is a tool that helps businesses manage customer relationships while sending and receiving SMS messages directly from the platform. These tools are commonly used by sales teams, customer support, and service-based professionals who must communicate quickly and effectively with clients.
Automated follow-ups, message templates, and SMS tracking help businesses manage customer communication and improve response times. CRM software with texting adds value by making it easier for companies to maintain strong, timely communication with their customers.
Features Of CRM Software With Texting
When selecting CRM software with texting, watch for the following key features.
- Two-Way Texting: Send and receive SMS directly within the platform, maintaining real-time communication with clients or candidates.
- Automated SMS Workflows: Send follow-up messages or reminders based on triggers, saving time and ensuring consistent communication.
- Message Templates: Use pre-built templates for common responses to engage customers quickly while maintaining a professional tone.
- SMS Scheduling: Schedule text messages to be sent at specific times, ensuring messages are delivered at optimal times for engagement.
- Text Tracking and Reporting: Track SMS open rates, response times, and performance to evaluate and refine your messaging strategies.
- Personalized Messaging: Customize texts with client or candidate details to make communication more relevant and improve relationships.
- Group Texting: Send bulk messages to groups of clients simultaneously, making sharing updates or promotional offers easier.
- Compliance Tools: Manage opt-ins, opt-outs, and consent tracking to ensure text messaging complies with regulations like TCPA.
- Mobile Access: Using CRM texting features from a mobile device enables on-the-go communication with clients.
- Text-to-CRM Logging: Automatically log text conversations into client profiles, keeping all communication history in one place.
- User-Friendly Interface: An intuitive and easy-to-navigate platform that minimizes the learning curve for your team.
- Customizable Workflows: You can tailor the software to fit your specific business processes, enhancing compatibility with your team's needs.
- CRM System Integration: Ensure the texting capabilities are integrated seamlessly into your CRM system for efficient communication and data management.
- Task Lists and Subtasks: Organize projects efficiently by creating detailed task lists and breaking down tasks into manageable subtasks.
- Task Assignments and Dependencies: Assign tasks to team members, set dependencies, and streamline workflows to meet project deadlines effectively.
- Due Dates and Milestones: Set and track due dates and milestones to keep your project on schedule.
- Notifications: Get real-time notifications about task updates, deadlines, and team communications.
- File Sharing: Facilitate collaboration by sharing files within the platform, keeping all project resources centralized.
- Integrations with HR and Recruiting Tools: Connect with HR software or applicant tracking systems to streamline team expansion or resource allocation processes.
- Metrics and Analytics: Utilize data-driven insights to monitor project progress and team performance and make informed decisions.
- Artificial Intelligence and Machine Learning: Leverage AI and machine learning features for predictive analytics, intelligent task assignment, or automating routine tasks.
- Collaboration Tools: Enhance team communication with chat features, comment sections, and collaborative documents.
- Automations: Save time on repetitive tasks with automations that streamline routine processes.
- Mobile App Access: The mobile app for iOS and Android devices allows users to access projects and CRM features on the go.
- Scalability: Support for unlimited users or the ability to scale up as your team grows.
- Resource Management: Manage team workloads and availability to optimize productivity and appropriately distribute tasks.
- Scheduling Features: Efficiently schedule meetings, deadlines, and important events within the project timeline.
- Security and Compliance: Protect sensitive data with robust security features and ensure compliance with industry standards, such as TCPA for text messaging.
- Custom Fields: Capture specific information relevant to your projects by adding custom fields to tasks or projects.
- Bulk Text Messaging: Send mass text messages to reach a wide audience, ideal for marketing or urgent updates.
- Business Text Messaging: Use professional business text messaging features to maintain engagement with clients and candidates.
- Multi-Channel Communication: Manage multiple communication channels, including SMS, email, and phone, within a single CRM platform.
- Drip Campaigns: Set up automated drip campaigns to send messages over time, nurturing leads and engaging customers.
- Telephony Integration: Combine texting with telephony features to enable calls and SMS from the same platform, enhancing communication.
- Phone Number Management: Manage dedicated business phone numbers for sending messages and tracking communication effectively.
- SEO and Marketing Platform Integration: Connect the CRM with your marketing platform and optimize your outreach for better engagement and visibility.
- Canada and International SMS Support: Ensure the software can handle international texting, including support for Canadian regulations and compliance.
Benefits Of CRM Software With Texting
Implementing CRM software with texting benefits your team and your business. Here are a few you can look forward to.
- Faster communication: Texting allows your team to reach customers, improving response times and overall communication.
- Better follow-up consistency: Automated SMS workflows help ensure no lead or client falls through the cracks, boosting follow-up rates.
- Higher customer engagement: Personalized messaging makes interactions more relevant, leading to stronger client relationships and higher engagement.
- Improved team efficiency: Pre-built templates and automation reduce the time spent on manual texting, freeing up your team for other tasks.
- Centralized communication history: Text-to-CRM logging keeps all client communication in one place, making it easier to track past conversations.
- Better lead conversion: Timely and effective communication through texting can help convert more leads into paying customers.
- Regulatory compliance: Built-in compliance tools ensure your texting strategy meets legal requirements, reducing the risk of penalties.
Costs & Pricing Of CRM Software With Texting
Selecting CRM software with texting requires understanding the various pricing models and plans. Costs vary based on features, team size, add-ons, and more. The table below summarizes standard plans, average prices, and typical features of CRM software with texting solutions.
Plan Comparison Table for CRM Software With Texting
| Plan Type | Average Price | Common Features |
| Free Plan | $0 | Basic texting, limited contacts, and standard templates. |
| Personal Plan | $10-$25/user/month | Text automation, more contacts, analytics, and customer support. |
| Business Plan | $30-$60/user/month | Unlimited texting, advanced automation, bulk messaging, and integrations. |
| Enterprise Plan | $75-$150/user/month | Custom workflows, API access, compliance tools, and dedicated account support. |
CRM Software With Texting FAQs
Here are some answers to common questions about CRM software with texting.
Can CRM software with texting be used for bulk messaging?
Yes, many CRM platforms with texting allow you to send bulk messages to multiple contacts at once. This feature is useful for marketing campaigns, appointment reminders, or any situation where you need to communicate with a large group of people quickly. However, be mindful of texting regulations to ensure compliance.
How does CRM software with texting help with SMS compliance?
CRM software often includes built-in compliance tools to help you stay within the bounds of SMS marketing regulations like TCPA and GDPR. These tools typically manage opt-ins, opt-outs, and keep records of customer consent. You can also set up automatic compliance messages to keep your communications legal.
With CRM software with texting, is automated texting possible?
Yes, automated texting is one of the core features of CRM software with texting. You can set up workflows that automatically send texts at specific times, such as after a lead fills out a form or when a follow-up reminder is due. This helps keep communication consistent and saves your team time.
Can I track the performance of my messages when using CRM software with texting?
Most CRM platforms with texting provide analytics and reporting tools to track the performance of your SMS campaigns. You can monitor delivery rates, open rates, and response times. These insights help you adjust your strategy to improve engagement with your audience.
Can CRM software with texting log messages automatically?
Yes, many CRM tools automatically log text messages into the client’s profile. This feature helps your team keep a complete record of all interactions, making it easier to follow up or provide customer support. You can review past conversations at any time.
Does CRM software with texting work internationally?
Some CRM platforms with texting support international texting, but this may depend on the provider and country. Be sure to check with your software provider if international communication is essential to your business. Additional fees may apply for sending texts across borders.
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