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SMS-iT CRM Questions

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Q: SMS-iT CRM Enhances Appointment System with Pre-Payment Integration

SMS-iT has rolled out a significant upgrade to its Appointment section, introducing a pre-payment feature that enables businesses to secure appointments with upfront payments. This new functionality streamlines the booking process while reducing no-shows and enhancing business cash flow management.

## Integrated Payment Solutions

The system currently supports multiple leading payment gateways:
- PayPal
- Stripe
- Square
- Authorize.net

Additionally, SMS-iT has announced that Cash APP integration and other payment gateways are in development and will be available in upcoming releases.

SMSiT_DevTeamJan 4, 2025
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Founder Team
SMSiT_DevTeam

SMSiT_DevTeam

Jan 4, 2025

A: ## Easy Setup Process

Users can quickly implement this new pre-payment feature through a straightforward setup process:

1. Navigate to the Sales section
2. Access the Appointments menu
3. Select Virtual Assistant
4. Choose "Schedule" in Appointment Options
5. Locate the pre-payment settings at the bottom of the schedule configuration

This enhancement to the appointment booking system represents SMS-iT's ongoing commitment to providing comprehensive business management solutions. By integrating payment processing directly into the appointment booking workflow, businesses can more effectively manage their scheduling while ensuring payment security and convenience for their clients.

The addition of pre-payment capabilities marks another step forward in SMS-iT's mission to create a more efficient and professional booking experience for both businesses and their customers, while the forthcoming payment gateway additions demonstrate their commitment to expanding payment options for users.

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Q: SMS-iT Launches Revolutionary Video Conferencing Solution: SMS-iT Connect

SMS-iT has introduced SMS-iT Connect, a groundbreaking smart video conferencing platform that transforms virtual collaboration and engagement through advanced AI integration and comprehensive features. This innovative solution is now accessible across different user tiers, with specific features tailored to various subscription levels.

## Comprehensive Platform Options

The platform offers four distinct solutions:
- SMS-iT Connect P2P (Peer-to-Peer)
- SMS-iT Connect Webinar
- SMS-iT Connect Broadcast
- SMS-iT Connect C2C (Cam-to-Cam)

All of these solutions are integrated within the main SMS-iT CRM platform. While AppSumo LTD users currently have access to SMS-iT Connect P2P specifically in the Appointment Section, Business, VIP, and Enterprise users enjoy full access to all features, including the powerful Webinar functionality.

SMSiT_DevTeamJan 4, 2025
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Founder Team
SMSiT_DevTeam

SMSiT_DevTeam

Jan 4, 2025

A: ## Revolutionary Features

SMS-iT Connect stands out in the video conferencing landscape with several cutting-edge capabilities:

### AI-Powered Innovation
- AI Persona technology for real-time question handling
- AI deep fake capability for enhanced virtual hosting experiences
- Intelligent real-time support systems

### Enhanced Engagement Tools
- Unlimited participant capacity for webinars
- Comprehensive broadcasting capabilities
- Unique attendee data collection through gating features
- Preserved group chat functionality

### Seamless Integration
- Direct CRM integration enabling automated follow-up campaigns
- Streamlined data management
- Efficient attendee tracking and engagement metrics

The platform's unlimited meeting hours and participant capacity, combined with its AI-driven features, create an unparalleled virtual meeting environment. The preservation of group chats and comprehensive data collection capabilities ensure that every interaction contributes to meaningful engagement and follow-up opportunities.

SMS-iT Connect represents a significant advancement in virtual collaboration technology, offering businesses and marketers a powerful tool to enhance their remote communication and audience engagement strategies. Its seamless integration with existing CRM functionality makes it an invaluable addition to the SMS-iT ecosystem, enabling users to maximize the impact of their virtual interactions while maintaining efficient workflow management.

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Q: # SMS-iT Introduces Powerful Stage Automation to Streamline CRM Workflows

SMS-iT has unveiled a significant enhancement to its CRM platform with the launch of Stage Automation, now available in both the Smart Inbox and Pipeline features. This innovative addition brings intelligent pipeline management capabilities that automatically update based on text, email, fax, and social communications, offering businesses a more efficient way to manage their customer relationships.

SMSiT_DevTeamEdited Jan 4, 2025
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Founder Team
SMSiT_DevTeam

SMSiT_DevTeam

Jan 4, 2025

A: The new Stage Automation system comes in three distinct variants to suit different business needs:

AI Stage Automation represents the most advanced tier, leveraging artificial intelligence to analyze incoming messages and automatically assign leads or contacts to appropriate pipeline stages. This premium feature is exclusively available to Business, VIP, and Enterprise users, offering the most sophisticated automation capabilities.

Smart Stage Automation provides a flexible approach using preset automations and keywords. Users can either utilize SMS-iT's predefined automation rules or create custom keywords to sort and manage their pipeline stages. This feature is accessible to all users, including AppSumo LTD subscribers.

Manual Stage Automation offers a streamlined solution focused on managing a single pipeline stage, providing a simpler but effective automation option. Like Smart Stage Automation, this feature is available to all SMS-iT users.

The system's core functionality includes several powerful capabilities:
- Automatic stage updates based on meeting confirmation detection
- Interest level analysis from response content
- Out-of-office reply recognition
- Automated lead value calculations based on interactions
- Source tracking and assignment
- Simplified owner assignment management

Users can access these new automation features through two main pathways: via the Automation section in the Smart Inbox or through the Incoming Messages option in the Pipeline interface, where they can select their preferred channel.

This release marks a significant step forward in SMS-iT's commitment to providing sophisticated yet user-friendly CRM solutions that help businesses streamline their customer relationship management processes through intelligent automation.

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Q: I wast just about to make payment

I wast just about to make payment but it disapperared.
Can you make this happen for me?

111420856541357157336Dec 20, 2024
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Founder Team
SMSiT_DevTeam

SMSiT_DevTeam

Dec 20, 2024

A: Thank you for your message.

Unfortunately, our LTD is permanently over, as we will not be returning SMS-iT CRM back to Appsumo. However, we will launch some of our best Smart Tools in 2025.

Thank you.

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Q: **NEW FEATURE** Unibox: AI-Powered Email Management Reimagined

📧 Drowning in email chaos? Managing multiple accounts driving you crazy? What if you could turn email overwhelm into email mastery?

Introducing Unibox - The revolutionary email command center within SMS-iT CRM that's changing the game! Finally, take control of ALL your email accounts in one intelligent workspace.

Transform your email workflow with Unibox, SMS-iT CRM's revolutionary email management solution. This powerful feature consolidates all your email accounts into one intelligent workspace, combining advanced AI capabilities with seamless CRM integration to streamline your communication workflow.

SMSiT_DevTeamDec 20, 2024
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Founder Team
SMSiT_DevTeam

SMSiT_DevTeam

Dec 20, 2024

A: ## Centralized Email Management
Say goodbye to switching between multiple email accounts. Unibox allows you to manage unlimited email accounts from a single dashboard, providing a comprehensive view of all your communications. Whether you're sending, receiving, or scheduling emails, everything is accessible from one intuitive interface.

## AI-Driven Pipeline Integration
Unibox's intelligent pipeline integration automatically updates your CRM based on email content. The system recognizes key phrases and sentiments to move leads through your pipeline automatically:
- Identifies meeting confirmations and updates stages
- Detects interest levels in responses
- Recognizes out-of-office replies
- Calculates lead values based on interaction
- Tracks and assigns sources automatically
- Manages owner assignments effortlessly

## Smart Filtering and Organization
Take control of your inbox with advanced filtering options:
- View unread messages exclusively
- Track reminder-flagged emails
- Monitor scheduled communications
- Sort by campaigns
- Access sent items efficiently
- Filter auto-replies

## Intelligent Blocklist Management
Protect your email workflow with sophisticated blocklist features:
- AI-powered blocklist triggers
- Google Sheets integration
- Automatic unsubscribe management
- Smart lead blocking based on custom criteria
- Text-based reply filtering

## Automated Pipeline Management
Customize your workflow with intelligent pipeline automation:
- Set default stage values
- Implement custom tagging
- Configure lead scoring
- Establish opportunity scoring
- Define lead sources
- Set status indicators
- Assign ownership

## AI Response Assistant
Enhance your email productivity with AI-powered response capabilities:
- Generate intelligent replies
- Forward with smart suggestions
- Schedule follow-ups
- Set reminders
- Track campaigns

## Email Preferences and Notifications
Stay informed with customizable notification settings:
- Account disconnect alerts
- Positive reply notifications
- Auto-reply management
- Custom email preferences

Available exclusively for Business plan subscribers and above, Unibox represents the future of email management. By combining artificial intelligence with intuitive design, it transforms email from a daily challenge into a strategic advantage for your business.

Experience the power of intelligent email management. Access Unibox through your SMS-iT CRM dashboard under Communications → Email → Unibox, and revolutionize how you handle business communications.

#SMSiT #EmailManagement #BusinessAutomation #AI #ProductivityTools #CRM #BusinessSolutions

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Q: Quick Questions

Hello. Is the calling feature or the ability to call businesses through SMSIT included in the License Tier 4 plan? Thank you.

Mr_Daniel_Robert_FordDec 20, 2024
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Founder Team
SMSiT_DevTeam

SMSiT_DevTeam

Dec 20, 2024

A: Yes. It is included. To access, please click on Communications. Then Voice and finally Smart Dialer.

Here is the tutorial for our calling feature = https://training.smsit.ai/guides/836601a9-9020-434a-a1fe-9488b7bb6885

Thank you.

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Q: **NEW FEATURE RELEASE** 🚀 Ready to turn your business chaos into seamless success?

Introducing SMS-iT Commerce© - The Smart ERP module within SMS-iT CRM that's revolutionizing how businesses operate! This AI-powered command center transforms your entire operation.

🧠 Smart ERP Features That Think for You:
• AI-driven insights & predictions
• Voice-powered assistant
• Automated inventory management
• Intelligent pricing strategies
• Smart stock alerts & reordering
• Smart product management with variable pricing
• Custom roles & permissions for your entire team

🏆 Complete Business Control:
• Multi-location management
• Manufacturing & repair tracking
• Comprehensive accounting
• Kitchen & order management
• Asset tracking
• QR catalogue system
• Booking management
• WooCommerce & Shopify integration
• Professional quotations
• Smart invoicing
• Contact management
• Expense tracking
• Detailed reporting

SMSiT_DevTeamDec 20, 2024
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Founder Team
SMSiT_DevTeam

SMSiT_DevTeam

Dec 20, 2024

A: 📱 Unified Communication Hub:
• 9 premium gateways (Telnyx, Twilio, Ytel & more)
• Email integration
• SIM card support
• Smart notification system
• Custom templates

💳 Seamless Payment Solutions:
• PayPal
• Stripe
• Cash App
• Square
• More coming soon!

Quick Access:
1. Dashboard → Sales → Commerce
2. Or click the store icon in your header

🔓 Available now for Business plan subscribers and above.

Experience the intelligence of a truly Smart ERP system. Your business deserves nothing less!

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Q: Indian sim and whatsapp api?

Does it work with local Indian sim cards and do we need whatsapp API to connect with whatsapp? Also do you have whatsapp automation and broadcasting? Are there any additional costs for messaging or texting?

ReekitaDec 18, 2024
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Founder Team
SMSiT_DevTeam

SMSiT_DevTeam

Dec 20, 2024

A: Yes, it works perfectly well with Indian Simcards. For Whatsapp, you simply need to configure your meta account.

You don't have Whatsapp automation and broadcasting, as that is not available in our LTD, but for monthly users.

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Q: Quick question

Hello, what is a credit? Is it for SMS outreach?

Mr_Daniel_Robert_FordDec 18, 2024
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Founder Team
SMSiT_DevTeam

SMSiT_DevTeam

Dec 20, 2024

A: Credits are used for sending and receiving Text, Voice, Social, Chat and Fax messages. It is also used for making and receiving calls. It is not required for Email messages.

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Q: API and Webhooks

Is there API and Webhooks available? We would like to integrate this into our SasS platform.

FullstackologyPLUSDec 20, 2024
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Q: Leads Question

Do I get leads within any tier and how many per tier?

What's included in leads connects list? What options for communication do you give with your leads list?

Is there bulk text, call, email, social in any tier?

When messaging using smart social media with ai in tier 4 or 5... Can you set-up your own options to offer ai run conversation leading to an offer link? Like I set-up a manual first message and ai replies. If they say yes then AI sends the link to sign up. Is that type of communication able?

anabodohPLUSDec 18, 2024
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Founder Team
SMSiT_DevTeam

SMSiT_DevTeam

Dec 18, 2024

A: Thank you for your inquiry.

1. Leads are only available with our monthly plans.
2. SMS-iT CRM has full omnichannel communications, which includes Text, Social, Email, Voice, Video Conferencing and Fax
3. Yes, AI Persona (AI Agents) are available in Tier 4 and 5. It can do lead qualification, act as a virtual assistant and also act as a co-pilot.

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Q: What is the difference

Automations are include but workflow automations are not. Please clarify.
Does this mean that a workflow will not email a contact and then follow up the next day and the following day before the next attempt and so on in this deal?
What automations are included?

craigc20PLUSDec 18, 2024
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Founder Team
SMSiT_DevTeam

SMSiT_DevTeam

Dec 18, 2024

A: Workflow Automations allows you to completely use the entire platform from one section.

Automations within the platform allows you to perform workflow tasks at all sections of the platform.

The LTD does not come with a special section named Campaigns, which is a workflow automation for messaging, that can email a contact and then follow up the next day and the following day before the next attempt and so on.

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Q: AI Agents

Are AI Agents included in the AppSumo Deal? I have specific instructions I use with ChatGPT currently and would want to be sure I could use these within SMS-iT.

ca9066f1d9b34538aa4c066db8e31f12PLUSDec 17, 2024
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Founder Team
SMSiT_DevTeam

SMSiT_DevTeam

Dec 18, 2024

A: Yes, AI Persona (AI Agents) are available in the Tier 4 and 5.

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Q: Can individual teams have their own pipelines and contacts isolated from the other teams?

I would want teams to have their own contacts and not able to access contacts or pipelines outside of said team.

BigGPLUSDec 17, 2024
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Founder Team
SMSiT_DevTeam

SMSiT_DevTeam

Dec 18, 2024

A: Thank you for your inquiry.

Your request is only available with Team Sub Account (Standalone) which require their own plan. You currently have unlimited Team Sub Account (Collaborative) with the LTD and our monthly plans.

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Q: I am on Tier Plan 4 it says to upgrade for Automations and workflows??

Confused?? is that not included.
Also on lot of the features it says incoming. and lot of the features that do not say upcoming just say upgrade your plan error. Not sure if there is an issue in my profile or the system

garry_thindPLUSEdited Dec 14, 2024
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Founder Team
SMSiT_DevTeam

SMSiT_DevTeam

Dec 16, 2024

A: Thank you for your question.

Automations are available, but Workflow Automation is unavailable for all LTDs.

For features that says upgrade your plan, it simply implies that you do not have those features available in your LTD.

For features available in our LTDs, please visit https://smsit.ai/pricing and scroll down to the table chart and view the Basic Plan features, as all LTDs are tied to the Basic Plan.

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Q: Important Notice: Final SMS-iT CRM Offer on AppSumo

SMS-iT CRM will be available on AppSumo for just few more hours, after which it will be permanently removed from the platform. This is your last opportunity to purchase SMS-iT CRM through AppSumo, as we've reached our limit for lifetime deal accounts.

While we've previously relisted SMS-iT CRM due to high customer demand, this will be its final appearance on AppSumo. We're transitioning to offering our Smart Tools on the platform instead. These upcoming tools are designed to integrate with SMS-iT CRM for optimal performance, so we strongly recommend securing your SMS-iT CRM license now.

Please note that once this offer expires, SMS-iT CRM will not return to AppSumo under any circumstances, regardless of future requests. Don't miss this final opportunity to get SMS-iT CRM at the AppSumo price point.

Thank you for your continued support.

SMSiT_DevTeamDec 18, 2024
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Q: SMS gateway & IP PBX issue

Can I use another third-party SMS gateway? Also, how do I connect or integrate it with my SIP gateway?

cl4Dec 14, 2024
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Founder Team
SMSiT_DevTeam

SMSiT_DevTeam

Dec 16, 2024

A: Yes, we have 9 different third-part gateways available in the platform, including Twilio, Telnyx, Ytel, Plivo, Vonage, SignalWire, Bandwidth, Slooce and BulkGate.

You can also add any SIP Gateway or other third party gateways via our SMPP server gateway.

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Q: Team and User Accounts - Unique Phone Numbers Each Possible? GHL Sub-Account Tie-In?

Can I assign unique phone numbers per team member or even teams? Also - can I tie those individual team member or team phone numbers to GHL sub-accounts?

Or do I have to buy multiple individual accounts through your App-Sumo offer, connect each one through telnyx, and then connect each account to a matching account in GHL. Is that do-able?

BigGPLUSDec 17, 2024
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Founder Team
SMSiT_DevTeam

SMSiT_DevTeam

Dec 17, 2024

A: With SMS-iT CRM, you can connect multiple numbers and connect them to different GHL Agency Sub Accounts, but the limited credits will be an issue to scale.

However, purchasing multiple SMS-iT CRM individual accounts for each of your GHL Agency Sub Accounts will be the best option, to give them separate dashboards in SMS-iT CRM, if they wish to login, and to also enable you to scale easily because of the limited credits in all our LTDs.

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Q: If I have a previous tier, does the system let me to pay the difference to the higher tier or must I pay in full?,

For instance, does the system recognise that I already have a previous purchase, say Tier3 and allow me to pay the difference in price to get to the higher version, say Tier 4, or do I have to pay in full for the higher version ignoring the previously purchased tier? I cannot see a way of letting it know I have a version already. If I click to buy the higher tier it shows the full price of that tier, ignoring my previous tier.

digitisPLUSDec 17, 2024
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Founder Team
SMSiT_DevTeam

SMSiT_DevTeam

Dec 17, 2024

A: Yes. To upgrade while paying just the difference, click on products here on Appsumo. Then select SMS-iT CRM from your purchased LTDs or products, and click on upgrade.

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Q: I previously bought Tier 3

I bought Tier 3 before. Can it be upgraded to the current top tier? If so how? Also, you used to offer website and funnel building. Is that still the case?

digitisPLUSDec 17, 2024
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Founder Team
SMSiT_DevTeam

SMSiT_DevTeam

Dec 17, 2024

A: You can upgrade Tier 3 right here on Appsumo to either Tier 4 or 5.

The website and funnel building is not available in any LTD, but only in our monthly plans. You can add them as add-ons.

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