← All CRM modules

CRM SMS Alerts & Notifications

CRM SMS Alerts & Notifications is a native module that automates text messaging for customers and internal teams based on CRM triggers-such as order confirmations, shipping updates, or overdue payments-eliminating manual messaging tasks.

Want to see the module in action?

Start your 14-day free trial today-no card required-and see how automated SMS can transform your digital processes.

Start freeSee pricing

CRM SMS Alerts & Notifications in your team's daily work

Automate SMS communication with clients and teams, triggered by real-time actions within the CRM.

Coordonator de operațiuni verificând comenzile pe tabletă în depozit

Key Benefits

  • **Automated customer updates** - Clients receive instant confirmations and status changes without manual intervention.
  • **Reduced support volume** - Proactive notifications significantly decrease 'where is my order?' inquiries.
  • **Critical internal alerts** - Ensure your team stays informed of urgent events even when they are away from their desks.
  • **Personalised communication** - Customise message templates for specific triggers like orders, logistics updates, or payment reminders.

How it works

Define specific trigger rules within the Smart Operations Layer (e.g., status changed to 'Dispatched' → send SMS to customer). The system automatically transmits the message via a connected gateway, keeping a full communication log directly within the contact's profile for complete traceability.

What you get beyond an isolated module

The module is not a separate app connected through files. It runs on the same platform, with the same master data, the same access rights and the same audit trail as every other CRMconnect module.

Native module, not a connector

Every module, solution and feature in CRMconnect is native. No third-party licences and no integrator needed to move data between systems.

One master data set

Partners, products, prices and the org structure are shared across modules. A change made in one department is instantly visible in the others.

Coexists with your ERP

CRMconnect does not replace the ERP: it sits on top as an operations layer and syncs documents both ways. The accounting ledger stays where it is today.

Fiscal documents and e-invoicing

Invoicing, e-Factura and e-Transport are native, and bank reconciliation maps entries to the chart of accounts before the export to your ERP.

Roles, rights and audit

Every action has an author and a timestamp. Rights are granted per role and per department, and the audit log can be filtered and exported for internal controls.

Mobile and Arvis AI

The same data is available in the field on mobile, and Arvis AI answers questions and builds dashboards straight from a prompt.

How the module reaches production, step by step

You don't start with a six-month project. You start with a free account on your own data, then roll out department by department. Implementation is priced by team size, number of departments, imported data volume and workflow complexity.

  1. 1Free account and structure setup: users, roles, access rights.
  2. 2Data import: partners, products, prices and history, from Excel or straight from the ERP.
  3. 3Workflow configuration: stages, approvals, notifications and owners per step.
  4. 4Connection to your existing ERP so documents flow both ways.
  5. 5Role-based training and a pilot with a small team, in parallel with the current process.
  6. 6Go-live for the whole department, with reports and alerts active from day one.

Frequently asked questions

Which CRM events can automatically trigger an SMS to a customer?

Common triggers include order confirmations, dispatch notices, estimated delivery times, and automated payment reminders for overdue invoices, all configurable to your specific workflow.

Can SMS notifications be sent to internal staff as well as customers?

Yes, internal SMS alerts can be configured for critical business events such as stockouts, high-priority lead assignments, or urgent approval requests.

Questions about the platform and implementation

Do I have to drop my current ERP to use the module?
No. CRMconnect runs as an operations layer on top of your ERP: it exchanges documents through integration while accounting stays in the ERP. It can also run standalone if you don't have an ERP yet.
Are the modules native or integrated third-party apps?
Every CRMconnect module and feature is native, built inside the same platform. No separate licences, no middlemen, no file-based syncing between vendors.
How long until the module is live?
The free account starts immediately, and a department is usually live within a few weeks, depending on imported data volume and workflow complexity.
How is the implementation cost calculated?
By team size, number of activated departments, imported data volume and the complexity of the workflows and integrations required. The monthly subscription is separate from the one-off implementation fee.
Where is the data hosted and who can access it?
Each customer runs on single-tenant pods in AWS or Azure with auto-scaling. Access is controlled per role and department, and every action stays in the audit log.