01 — The problem
An app installed, but not set up.
The package is installed, but templates aren’t approved, sender IDs aren’t mapped to teams, and consent is a text field nobody checks. Bulk sends go out to opted-out contacts.
SMS-Magic depends on CRM objects and permissions. Sharing rules, record types and field-level security decide who can see conversations and which records automation can touch.
02 — What we build
What the engagement delivers.
Sender and channel setup
SMS numbers, sender IDs and WhatsApp Business numbers mapped to teams or regions.
Templates and merge fields
Template library with CRM merge fields, WhatsApp template submission and approval tracking.
Consent management
Opt-in and opt-out per channel stored on the contact, enforced before every send, with STOP keywords handled automatically.
Automation
Flow, Workflow or Zoho rules sending reminders, confirmations and follow-ups on stage changes.
Conversation views
Converse Desk or conversation components on lead, contact and case layouts with permissions set by role.
03 — Configuration vs custom
What is set up, and what is written.
Configuration
- Package settings, senders and templates
- Consent fields and keyword rules
- Layouts, permissions and list-view bulk send
- Automation triggers
Custom development
- Custom objects or Apex for complex routing
- Reporting on response rates
- Migration of message history from another tool
04 — Typical effort
What it usually takes.
Ranges from comparable projects. You get a fixed-scope quote after a 30-minute call.
05 — What you own
Yours at handover.
- Configured package in your org
- Template register
- Consent policy document
- Admin guide
FAQ
Questions about SMS-Magic.
Is SMS-Magic the same as Conversive?
SMS-Magic rebranded as Conversive. The CRM packages and features continue under the new name.
Can reps send WhatsApp from Salesforce with it?
Yes, using approved WhatsApp templates to start conversations and free text within the 24-hour customer service window.
How is consent enforced?
Each send checks the contact’s channel consent field and blocks the message if consent is missing or withdrawn.
Does it work with Zoho CRM as well as Salesforce?
Yes. The setup differs per CRM, but templates, consent and automation follow the same design.
Next step
Start with a 30-minute call.
Tell us what you run today and where it breaks. You get a fixed-scope quote afterwards. We don’t publish rates, because the honest price depends on scope.
Enquire
Talk to us about SMS-Magic for Salesforce, Zoho & HubSpot.
We have started the message for you. Add what you run today and we will reply within one business day.