Texting is the most direct way to communicate with your clients, but keeping those conversations on a personal mobile device creates a significant gap in your business records. By using Thryv Text and Voice, you ensure that every SMS and MMS interaction is captured as a permanent business asset within your CRM. This centralized Inbox allows you to maintain a complete history of client agreements, project updates, and feedback in one place. Moving your communication to a professional Business Phone Number means your customer data is never trapped on a single device, giving you the ability to manage your team and your reputation with full visibility.

Send a New Text Message

Note that these instructions are the same for desktop and mobile

1. First, click on Comms, then Text and Voice. 
2. Select a contact, or click on Create New and Text Message
3. The message window will appear. Type your message, and include merge fields if desired, then click Send.

Send a Text Message from the Contact Record

To send a message to a contact from their contact record, click on Contacts in the left-hand menu and locate your contact. Then, click on Text in their contact record, and the message window will open.