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SMS Automation

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


SMS screen
Personal at scale

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

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

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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 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

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

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.

Resource Center

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