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SMS Automation

A crucial part of multi-channel outreach, Vanillasoft SMS automation keeps agents in touch with leads with personalized and automated contact.


SMS screen
Personal at scale

What Makes SMS Automation Great

Vanillasoft brings SMS into your sales workflow so teams can connect with prospects in real time, without leaving the platform. From live conversations to automated outreach, and reminders, SMS becomes a seamless part of your engagement strategy, helping agents respond faster.

Live SMS

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 with contact history, templates, and disposition codes, all in one screen.

  • Natural conversation cadence for prospects

  • Text when a prospect when calls are not practical

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“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 a form fill for a freshly arrived lead, a disposition code or other workflow trigger. Inbound leads can instantly be sent an SMS with a link to the agent appointment scheduler.

  • Engage with a prospect, even if an agent is not available

  • Share an appointment scheduling link to lock in a meeting

g2 logo

“Vanillasoft’s platform is so easy to use and integrates with any system.”

Callers In Headsets Who Are Happy

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

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"Great, clean, customizable software."

Live SMS

Templates and Custom Messages

Vanillasoft SMS gives the option for either templated SMS or for custom messages. Create a library of SMS templates for faster campaign reaction. Make changes to any of the SMS templates.

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.

Resource Center

Learn more about Vanillasoft and its value to your sales engagement.

How to Build High-Converting SMS Campaigns
Sales Automation
SMS
June 18, 2026

How to Build High-Converting SMS Campaigns

SMS campaigns convert when consent, segmentation, and timing align. Learn how to build high-converting SMS campaigns that turn reach into results.

Read more
How Outreach Automation Improves Sales Efficiency
Sales Automation
June 11, 2026

How Outreach Automation Improves Sales Efficiency

See how outreach automation improves sales efficiency by recovering selling time, speeding up lead response, and keeping follow-up consistent.

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Sales Engagement Platform vs CRM: What’s the Difference and Do You Need Both?
Sales Automation
June 4, 2026

Sales Engagement Platform vs CRM: What’s the Difference and Do You Need Both?

CRM tracks your deals. A sales engagement platform drives the execution. Learn why the best revenue teams run both, and how to close the gap.

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View All Resources