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SMS via eskiz.uz

A “Send SMS” button on the cards: pick a number and a text template, and the SMS goes out through eskiz.uz. Templates and access are configured in the app.

Vetor Ltda.Daniel

Send SMS to clients through the Uzbek gateway eskiz.uz right from the CRM: a “Send SMS” button on a company, contact, lead or deal card. The text comes from a template with substitution of the name, company, owner and date. Every message lands in the client's feed and in a log.

How it is today

SMS to clients is sent from the carrier's cabinet separately: the number and text are copied by hand, and neither the fact of sending nor the status stays in the CRM. Bulk and routine messages take time.

What changes

An SMS is sent from the card in a couple of clicks from a ready template with fields auto-filled. What was sent and the delivery status show in the client's feed, and robots send SMS by scenarios automatically.

What you get

  • A “Send SMS” button on company, contact, lead and deal cards
  • Templates with substitution: name, company, owner, date, time
  • A send log and delivery status in the client's feed
  • Sending by automation robots on scenarios
  • Who sends — by department and employee; which cards show the button and who sees the log are configured separately

How to connect

  1. 1Enable the appFree, in the Marketplace. Setup is in “Settings → Apps → SMS via eskiz.uz”.
  2. 2Enter eskiz.uz accessThe administrator enters the email and the eskiz SMS gateway password (not the dashboard sign-in password: eskiz dashboard → “SMS” → “SMS shlyuz”) and clicks “Connect”. The CRM gets and refreshes the token itself.
  3. 3Prepare templatesOn the “Templates” tab add texts with variables (name, company, owner, date, time), or click “Load from eskiz” and move the approved ones over with the “To templates” button. eskiz moderates the texts.
  4. 4Send from the cardOn a card click “Send SMS”, pick a number and a template.