SMS

Text Your Contacts from Mobile

Some conversations happen over text, not email. SalesSheet lets you send and receive SMS messages directly from the mobile app - with full conversation threads, contact context, and deal information right on screen. Every message is logged to the contact timeline so your team has complete visibility. No personal phone number exposed, no messages lost in a separate app.

Start Free See Pricing

Mobile SMS conversation thread with contact context card, deal information, call history, chat bubbles, and compose bar

SMS That Lives Inside Your CRM

Text messaging is the fastest way to reach busy prospects. SalesSheet keeps every conversation organized and connected to your deals.

📱

SMS from the Mobile App

Open the SalesSheet mobile app, tap a contact, and start texting. Messages are sent from your SalesSheet business number - not your personal phone - so your private number stays private. The messaging interface looks and feels like a native texting app, with a familiar chat bubble layout, typing indicators, and delivery confirmations. Send messages while commuting, between meetings, or from the field.

💬

Conversation Threads

Every SMS exchange with a contact is organized into a continuous conversation thread. Scroll back through the full history to see what was discussed last week, last month, or last quarter. Threads show timestamps, delivery status, and read receipts where available. When a contact replies, you get a push notification on your phone and the message appears in the thread instantly. No more searching through your phone's text messages to find a business conversation.

👤

Full Contact Context

While you are texting, the contact's full CRM profile is just a tap away - their name, company, job title, deal stage, recent calls, email history, and notes. This means you never send a text without knowing the full picture. See that the prospect just opened your proposal email, check the deal value, glance at your last call summary, and then craft the perfect follow-up text. Context turns a generic text into a relevant, timely message.

How It Works

1

Open a Contact and Tap Message

From the SalesSheet mobile app, navigate to any contact record and tap the SMS icon. The messaging screen opens with the full conversation history loaded. If this is your first message to this contact, you will see an empty thread ready for your first text. The contact's name, company, and deal stage are displayed at the top of the screen so you always know who you are messaging and where they stand in your pipeline.

2

Type and Send

Compose your message in the text input at the bottom of the screen. Messages are sent from your SalesSheet business number, keeping your personal number private. Delivery status updates in real time - sent, delivered, and read (where supported by the carrier). If the contact replies, the response appears in the thread immediately and you receive a push notification. The entire conversation is synced across your mobile app and web dashboard.

3

Messages Logged Automatically

Every sent and received SMS is automatically logged to the contact's timeline in SalesSheet. Your team can see the full message history alongside calls, emails, notes, and deal activity - creating a single unified record of every interaction. Managers have visibility into team SMS activity, and messages are searchable across your entire organization. Nothing falls through the cracks.

"I close more deals by text than email. Having SMS built into the CRM means my team can see every conversation and pick up where I left off."
— Sales teams using SalesSheet.ai

Start Texting Your Contacts Today

Meet your prospects where they are - on their phones. SalesSheet SMS keeps every message logged, organized, and connected to your deals. Start your free trial and send your first text in minutes.

Start Free Trial