Planfix Integration
with SMS services
The main advantage to using Planfix CRM with text messaging is that it allows you to automatically send SMS messages in any situation you need. For example, let's say you need to quickly direct a colleague's attention to an urgent task. In this situation, you would click the "Urgent message" button. Or you could notify a client that their order is ready. You simply need to change the task's status to "Ready for delivery." Planfix scripts let you determine certain moments when you will send SMS messages and whom they will be sent to.
This approach is often used for tasks involving service requests in various places, when an employee is in one location and the address of their next location is sent to them via SMS. SMS is very popular for optimizing a dispatcher's workflow, since employees can't always use the Planfix mobile app.
To get a full-featured CRM with texting, all you need to do is link your preferred SMS service to Planfix and configure the script that works for you.
Here is a way to automate SMS messages in any work-related situation, saving yourself immeasurable time and energy. Planfix is a project management system and CRM with SMS capability that helps you