SMS Automation
A crucial part of multi-channel outreach, Vanillasoft SMS automation keeps agents in touch with leads through personalized, automated contact.
What makes SMS automation great
From the prospect’s side, it’s a normal text conversation. From the agent’s side, it’s a fully contextual interaction: contact history, templates, and disposition codes, all visible on the same caller screen.
Live SMS chats
Agents can text back and forth with leads or customers in real time. Contacts have the experience of a regular SMS chat. Agents have the benefit of the Vanillasoft caller screen, which displays contact history, templates, and disposition codes, all in a single view.
Natural conversation cadence for prospects
Text a prospect when calls are not practical
“Vanillasoft’s platform is so easy to use and integrates with any system.”
Immediate SMS outreach
Specific triggers can start an SMS outreach. Either manually from the caller screen or automatically from a disposition code or other workflow trigger.
Engage with a prospect, even if an agent is not available
Share an appointment scheduling link to lock in a meeting
“Vanillasoft’s platform is so easy to use and integrates with any system.”
SMS reminders
Automatically send text message reminders for upcoming appointments. Coordinate SMS timing alongside email reminders to ensure consistent, timely outreach.
Improve meeting attendance
Provide professional, organized outreach coordination
"Great, clean, customizable software."
Templates and custom messages
Build a library of SMS templates for consistent, repeatable outreach, or let agents write a custom message when the moment calls for it. Templates auto-populate with contact data for personalization at speed.
Consult an expert
See how Vanillasoft enables your agents to have more productive conversations and close more deals. Get started with a personalized walkthrough today.
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How to Automate Sales Workflows for Better Results
Most revenue teams do not lose deals because their reps lack talent or effort.
They lose deals in the gaps between steps: the inbound lead that sits for three hours before anyone calls, the demo that never gets a structured follow-up, the renewal that lapses because no one was watching the account.
Each gap looks small on its own. Across a quarter, they add up to a meaningful share of the pipeline that quietly slips away.
Sales workflow automation, delivered through modern sales engagement software, exists to close those gaps.