How to Send Bulk SMS?

Bulk SMS allows you to send a single SMS message to multiple leads at the same time, helping you communicate efficiently with groups of leads within AgentRoof CRM.

There are two ways to send bulk SMS in AgentRoof CRM.

Method 1: Send Bulk SMS from the Inbox Page

Steps

Navigate to the Inbox page. Click the Create New SMS button. Click the + button to add recipients. Select the leads you want to include in the bulk SMS. Click Select to confirm your lead selection. Compose your SMS message. If needed, use templates and merge fields to quickly create and personalize the message. Click Send to deliver the SMS to the selected leads.

Method 2: Send Bulk SMS from the CRM Page

Steps

1. Navigate to the CRM page.
2. Select the leads you want to message.
3. You can send a bulk SMS by:
   • selecting all leads,
   • selecting filtered leads,
   • or selecting specific leads using the checkboxes.
4. Click the SMS button.
5. Compose your SMS message.
6. If needed, use templates and merge fields to personalize the message.

Click Send to send the SMS to the selected leads.

Method 2: Send Bulk SMS from the Inbox Page

Steps

Navigate to the Inbox page. Click the Send New SMS button. Click the + button to add recipients. Select the leads you want to include in the bulk SMS. Click Select to confirm your lead selection. Compose your SMS message. If needed, use templates and merge fields to quickly create and personalize the message. Click Send to deliver the SMS to the selected leads.

Note

• Bulk SMS can be sent to multiple leads simultaneously.
• Ensure the selected leads have valid phone numbers before sending the message.
• Templates and merge fields can be used to personalize messages for each recipient.
• Always review the recipient list and message content before sending.

Result

The bulk SMS will be sent to all selected leads, allowing you to communicate with multiple recipients efficiently from a single message.