Send SMS, Email & WhatsApp from CRM (using templates) [watch video]

This is the second video of Sangam CRM. In this video, we explore how to send SMS, Email or WhatsApp from the CRM, with or without using templates.

1. Sending Email from any view (list view, or detailed view), Any module.
2. SMS sending (by using the gateway defined in the admin settings).
3. Sending WhatsApp from the Sangam CRM Web UI. WA is perhaps the most effective way of communication in today’s world.
4. Creating and changing the templates for SMS, Email and WhatsApp Integration.
5. Here is an article with video, which explains the philosophy of CRM and Email Integration in detail.

CRM with Text Messaging

• Sangam CRM comes with 500 free SMS every month with every Sangam CRM user. It’s free, use it.
• So, if you have 10 users, you get monthly 5000 SMS.
• Also, these messages sent using API, with your branded Sender ID.