How to Create Powerful Text Campaigns with SMS CRM Software

23 Sep 2025

Philip Portman

Imagine you run a small real estate agency and generate 50+ new leads daily from your website, listings, and Facebook ads. You diligently add every lead to your CRM. But then, you rely only on email for outreach. The result? Days pass, and your messages are met with silence; very few leads ever open them.

Now, imagine instead that your CRM automatically sends a short, crisp, and friendly SMS:

Hi Emily, thanks for checking out HeavenHues’ downtown apartment listings. Would you like to schedule a quick tour this week? Reply ‘YES’ to schedule and ‘STOP’ to unsubscribe.

You won’t believe it, but within minutes, Emily replies, “Yes, I am free this Friday.” It is the magic of SMS CRM software, in which texting is built right into it.

This blog will highlight how CRM with texting helps businesses engage customers instantly, why SMS campaigns work better than email, and provide a step-by-step guide to creating powerful text campaigns. We will also discuss best practices, tools, and how SMS CRM software makes SMS campaigns seamless.

What is SMS CRM Software and How Does It Differ from Standard CRM Systems?

A standard CRM helps businesses store customer details, track leads, and manage sales pipelines. At the same time, SMS CRM software takes this one step further. It combines all the powerful data management features of the CRM with built-in texting capabilities. Therefore, you don’t need to switch between a CRM and your dedicated messaging platform. Everything happens in one place.

Here is how standard CRM differs from SMS CRM software.

Standard CRM	SMS CRM Software
It stores contact details, notes, emails, etc.	SMS CRM software stores everything that standard CRM stores, and it also stores text conversations.
Standard CRM heavily relies on email.	It sends direct SMS that offers high open rates.
It is often passive.	SMS CRM software is proactive, as it manages real-time communication.
It does not contain any direct engagement tools.	SMS CRM software comes with a two-way texting feature inside the CRM.

It simply means SMS CRM software = CRM with text messaging power.

Why Businesses Need CRM With Texting?

Businesses need CRM with texting because it helps them manage customer relationships and communicate faster.

It’s a reality that people do not always read emails. The average email open rate is around 20%, while the SMS open rate is around 98%. Moreover, the SMS response rate is around 45%, and the email response rate is around 10%.

It means if businesses expect fast, direct, and reliable communication, CRM with texting is their best bet. It lets them send instant updates, reminders, and offers directly to customers. Therefore, it improves customer engagement, saves time, and reduces missed opportunities. When businesses combine CRM and texting, it makes conversations organized and personal for better results.

Here are a few reasons why businesses are switching to SMS CRM software.

Instant Engagement – Text messages land straight in your customer’s pocket.

Centralized Communication – All customer interactions are logged in one system.

Automated Follow-Ups – There is no need to chase leads manually.

Better Conversions – It enables you to respond more quickly, leading to faster sales.

For example,

Let’s consider Salesforce + Textdrip. When you integrate Salesforce and Textdrip, you don’t need to manually text leads. Instead, this integration allows you to capture a lead in Salesforce and automatically trigger the SMS through Textdrip. The result you will get is a smoother and faster customer journey.

Step-by-Step Guide: Creating Powerful Text Campaigns

Do you want to build a winning text campaign with SMS CRM software? Here is how you can do it.

1. Define Your Goal Clearly

Before you send any message, ask yourself, “What do I want to achieve?”If your goal is to nurture leads, follow up with the potential buyers. Want to remind customers? Send appointment, event, or payment reminders accordingly. If your goal is to promote your offers, send limited-time offers or seasonal discount messages. In case you want to provide customer service, offer quick support through SMS.

Once you have defined your goals clearly, it will help you send highly targeted messages.

2. Configure Salesforce + Textdrip Integration

If you are using Salesforce, integrating it with Textdrip is quite a straightforward process. Textdrip has a powerful feature called “Automation Studio,” which helps you to create integration with Salesforce. It lets you sync customer data and trigger SMS campaigns automatically. While configuring Salesforce integration, choose the scenario that best fits your needs once the lead is added to the CRM such as:

Create Contact
When a new contact is created in Salesforce, it automatically creates a new contact in Textdrip.
Create Contact with Tag
When the new contact is created in Salesforce, the new contact with the tag is automatically created in Textdrip.
Send SMS
When the new contact is created in Salesforce, it sends an SMS through Textdrip.

For example, a new lead fills out your website form. Salesforce captures the data. Textdrip instantly sends a welcome text like this:

Hey Herry, thank you for signing up with FitFab. Can we help you with your first order? Reply ‘STOP’ to unsubscribe.

3. Segment Contacts in Salesforce

Not every customer needs the same message. Therefore, segmentation is essential. Use the STP marketing approach and segment your customers based on gender, location, past purchase, and so on. If it’s hot leads, send quickly. follow-ups. To existing customers, you can share loyalty discounts, and to event attendees, you can send reminders and thank you notes.

Once contact segmentation is done, sync contacts to Textdrip to run highly personalized and targeted campaigns.

4. Craft Compelling SMS Content

The best SMS is short, clear, and personal. Here are the best practices. You must use personalization. Remember, “Hi Alex” feels better than “Dear customer.” Keep the SMS character limit in mind and craft text messages under 160 characters.

Include a clear and relevant CTA like “Reply YES to confirm your booking.” A clear call-to-action helps guide customers on what they need to do next. Add opt-out instructions like “Reply STOP to unsubscribe.”

5. Set Up Drip Workflows in Textdrip

Drip workflow means a pre-scheduled series of text messages. For example, day 1 – welcome text, day 3 – share product benefits, day 7 – send a discount coupon, and day 10 – send a reminder to take action.Textdrip helps you set up automated SMS drip campaigns and reminder drips so no lead slips through the cracks.

6. Schedule and Launch Campaigns

Timing plays a major role in the success of your SMS campaigns. It’s a fact that no one likes a midnight promo text. You can use Textdrip to schedule messages during business hours and according to the time zone.You can test different days and times to see when your audience responds best.

7. Monitor and Optimize With Analytics

Once you launch, be sure to track metrics such as delivery rate, open rate, response rate, and conversion rate. When you subscribe to Textdrip’s Elite Plan, you can unlock powerful insights with the Analytics Dashboard. So, if you’ve not upgraded yet, it’s time to do it now.(Note: Unlock powerful insights with the Analytics Dashboard, exclusively available on the Elite Plan {CTA: Upgrade Now CTA}

For example,

If messages sent at 11 AM get 35% more replies than 6 PM, you need to adjust your strategy accordingly.

What are the Best Practices for SMS Campaigns in CRM?

If you want to make your SMS campaign shine, you need to follow the below golden rules.

Keep messages concise and personalized. Short, relevant, and personalized messages work better than general messages.
Do not send text messages at late-night or early morning. You must respect customers’ time zones and privacy. Here is a quick overview of the best time to send SMS.

Day	Best Time to Send SMS	Why It Works
Monday	10:00 AM to 12:00 PM	People are settled after starting their weekend.
Tuesday	10:00 AM to 1:00 PM	You can expect good engagement as the workweek picks up.
Wednesday	11:00 AM to 2:00 PM	Mid-week is ideal for offers and updates
Thursday	10:00 AM to 12:00 PM	Customers are planning for the weekend
Friday	11:00 AM to 1:00 PM	You can expect high engagement before the weekend starts
Saturday	10:00 AM to 12:00 PM	Morning works best before weekend activities.
Sunday	Avoid	People prefer personal time, so you will get a low response rate.

Avoid early mornings (before 9:00 AM) and late nights (after 8:00 PM) to respect time zones and privacy.
Always include opt-out instructions in your text messages, as it keeps you compliant and helps you build trust.
You must balance promotions with value. Understand that not every text message should be a sales pitch. You need to share tips, reminders, and updates, too.
Regularly A/B test your text messages. Try different wording, timing, or CTAs to see what works best.

How to Choose Your SMS CRM Software Setup?

Here are a few factors that you need to consider for choosing the right SMS CRM software.

1. Ease of Integration

You need to ensure that your SMS platform easily connects with your CRM, such as Salesforce, HubSpot, or Pipedrive. Also, make sure it easily integrates with other CRMs through manual API, automatic API, and Webhooks.

2. Automation Features

Ensure the SMS CRM software you are planning to choose allows you to set up drip campaigns, reminders, and triggers.

3. Pricing

Check whether the pricing is scaling with your business.

4. Compliance Tools

Ensure the SMS platform you choose has a built-in opt-out and consent tracking feature.

Now, you must be thinking about whether you should go for native SMS CRM software or integration-based SMS CRM software.

For that, let’s first understand what native SMS CRM software is. This type of software comes with built-in texting capabilities. On the other hand, integration-based SMS CRM software allows you to connect your existing CRM to the texting platform.

Therefore, if you are already using Salesforce, integrating Textdrip is the prudent decision.

Why?

Choosing this approach is prudent because it provides smooth automation, segmentation, AI-based smart text response, intent detection, and classification.

Let’s evaluate some alternatives.

HubSpot is great for inbound marketing, but its native texting features are limited without add-ons. Pipedrive is a simple sales CRM with some texting integrations. In contrast, Textdrip is specifically built for SMS campaigns with strong Salesforce integration. For businesses that rely heavily on SMS for lead nurturing and sales, Textdrip is an ideal choice, as it allows you to easily automate CRM workflows with SMS drip campaigns.

Improve Customer Interactions Using Textdrip SMS CRM Software

Email alone is not enough. Today’s customers expect quick, personal, and direct communication. This is where SMS CRM software helps. By combining your CRM with texting, you can centralize customer data, boost engagement, and close deals faster. Whether you’re nurturing leads, sending reminders, or running promotions, SMS campaigns perform better than email every time.

If you’re using Salesforce, integrate it with Textdrip to easily capture leads, automate messages, and monitor results all in one place. The combination of CRM and SMS leads to stronger relationships, quicker responses, and more conversions.

Therefore, the next time you wonder how to reach your customers, consider sending a text instead of an email. Using the right strategy and tools, your SMS campaigns can be more powerful and unstoppable.