Call and text from inside the CRM
Power SMS and voice with Twilio right from Leadify, with every message and call logged and notifications that fire on their own.
How it works
Phone and text are still the fastest way to reach someone, and Leadify makes them native. With your Twilio account connected, reps send SMS and place calls without switching apps, and every interaction attaches to the record. Automated notifications go out the moment a CRM event fires.
SMS from the record
Text a contact directly from their Leadify profile.
- Send one-to-one or to a filtered segment
- Inbound replies thread onto the contact
- Personalize with merge fields
- Delivery and reply status tracked
Click-to-call voice
Place and receive calls using your Twilio number inside Leadify.
- Dial from the record with one click
- Calls logged with duration and outcome
- Optional recording and transcription
- Missed calls create a follow-up task
Automated notifications
Let CRM events trigger a text or call without anyone lifting a finger.
- Appointment and payment reminders
- Trigger on deal stage or field change
- Schedule sends around business hours
- Stop-on-reply to hand off to a human
Where teams use it
Built for real revenue work.
Appointment reminders
A booking triggers an automated SMS the day before, cutting no-shows without a rep having to remember.
Speed-to-lead calls
A new hot lead pops a click-to-call task so a rep reaches them in minutes while interest is high.
Payment nudges
An overdue status sends a friendly text with a pay link, and any reply routes straight to the account owner.
“Reps used to copy numbers into their phones. Now they click to call, texts log themselves, and our reminder flow alone cut no-shows noticeably.”
FAQ
Questions, answered.
Do I use my own Twilio account?
Yes. You connect your existing Twilio account and numbers, so you keep your rates, compliance settings, and sender IDs. Leadify layers the CRM workflow on top.
Are calls and texts logged automatically?
They are. Every SMS, inbound reply, and call, with duration and outcome, attaches to the contact timeline. Recording and transcription are optional per your Twilio setup.
Can I automate texts off CRM events?
Yes. Build a flow that sends an SMS or places a call when a deal changes stage, a field updates, or an appointment nears. Sends can be scheduled around business hours and stop on reply.
Does it support voice as well as SMS?
Both. You get click-to-call voice with logging alongside programmable SMS, so your team handles calls and texts from the same record.
Bring calls and texts to the CRM
Connect Twilio to Leadify and reach customers where they answer.