Text Messaging in Your CRM | Nutshell SMS

Message leads directly from your CRM

CRM with text messaging—no app switching, no setup

Text any contact from their Person, Company, or Lead timeline. Every reply syncs automatically—no copy-paste or manual logging needed.

Whether you’re following up on a quote or checking in after a call, the whole conversation thread stays right where your team needs it: inside the record, in context.

Your contacts are already there. All you have to do is start texting.

Automate texts based on pipeline stage and get time back

Nutshell lets you trigger SMS messages when deals hit a specific stage.

The result? Your team spends less time on manual follow-ups and more time on conversations that actually move deals forward.

Set it up once and let it run in the background so the right message goes out at the right moment, every time.

Less time switching apps. More time closing deals.

Nutshell keeps your texts, contacts, calls, and pipelines in one place, so your team always knows what happened last and what to do next.

When everything lives under one roof, nothing gets missed—and your team can walk into every conversation ready, not scrambling to catch up.

See Nutshell in action!

Try Nutshell free for 14 days or let us show you around before you dive in.

Start 14-day free trial Book free demo

🎉 No credit card required!

CRM text messaging FAQs

• 1. What is a CRM platform with SMS?

A CRM platform with SMS gives teams the tools needed to quickly reach out to existing prospects and customers via text message. This allows users to send personalized messaging to their audience’s phones, where they are most engaged.

Advanced CRM systems like Nutshell allow users to automate SMS messaging triggered by a specified action in the sales process.

• 2. What are the benefits of CRM SMS integration?

Integrating SMS capabilities with your CRM system offers several valuable benefits, including:

• Increased engagement opportunities with leads and customers

  • Efficient communication through SMS automation
  • Improved audience engagement management through a centralized hub
  • Faster response times to critical text messaging
  • Easy conversation monitoring and thread assignment in teams
  • Enhanced message personalization through a more direct means of communication

• 3. How do I find the best CRM with texting for my business?

If you’re looking for the best text messaging CRM solution for your business, make sure you prioritize these essential features:

• Scheduling and automation: You should be able to schedule your SMS to be sent at a specific date and time and automate text message sending related to your chosen triggers.

  • Robust inbox: Look for a CRM with an SMS inbox that helps you monitor, save, and filter team threads and gives you quick, one-click access to contact records.
  • Lead assignment capabilities: Your new CRM with SMS should allow you to assign SMS threads to your team members directly from your inbox and set up automated round-robin assignments when you receive inbound SMS messages.
  • Automatically create a lead: Ensure your CRM system has the tools to create a lead from an inbound SMS automatically.

• 4. How does Nutshell handle SMS compliance and data privacy?

Nutshell SMS requires clear privacy policies and terms & conditions on your website covering consent, data collection, opt-out processes, and data security. Nutshell complies with TCPA, GDPR, and CCPA regulations. Your privacy policy must state that mobile information won’t be shared with third parties for marketing purposes.

• 5. How do I manage inbound SMS messages and assign them to my team?

Nutshell’s Inbound SMS feature lets you manage all text conversations in one place. You can assign messages using round-robin distribution, assign to specific team members, or add to a queue for self-assignment. Automatically create leads from inbound texts and redirect incoming calls to another number.

• 6. What SMS automation workflows can I set up in Nutshell?

Nutshell SMS supports automation triggered by pipeline stage changes, allowing you to send targeted messages at key moments in your sales process. You can automate text messages per pipeline stage, schedule messages for specific times, and create drip campaigns. Automation helps nurture leads and move deals forward efficiently.

CRM features that boost your engagement effectiveness

Web Chat

Allow website visitors to start chatting with your team directly from your customized chat widget so you can meet their needs and open more opportunities.

SMS

Send, receive and manage text messages with contacts through Nutshell SMS.

Messaging Apps

Manage conversations with leads and customers across Facebook Messenger and Instagram DMs—all without leaving your CRM.

Free Customer Support

Connect with our world-class support team to get fast, friendly, and free support when needed.

Security

We take the security and reliability of your data seriously. We partner with the industry’s most trusted infrastructure provider, Amazon Web Services.

App Marketplace

Integrate Nutshell with the rest of your tech stack

See Nutshell’s Sales Features

Explore the comprehensive selection of features available in Nutshell’s Sales Suite

See Nutshell’s Marketing Features

Find out more about Nutshell’s extensive range of Marketing Suite features

See all of Nutshell’s features

Discover the broad spectrum of features and tools available to Nutshell customers.