Texts send from personal phones
Reps text from their own handsets because it is faster. Nothing reaches the CRM, the history leaves with the rep, and no manager can see what was promised to whom.
SMS-Magic — now branded Conversive for Salesforce — is a messaging application that runs inside your Salesforce org, so texts send from records, replies come back to them, and consent is stored where your reporting can see it. Twopir Consulting implements it, configures it around your process, and builds the custom pieces the standard package does not cover. One messaging layer, wired into the objects you already run on.
Twopir Consulting is a Salesforce Partner and HubSpot Partner, delivering CRM, integration and messaging infrastructure to 500+ organizations across the US, Canada, UK, UAE, Australia and New Zealand.
Where This Work Lands
Most teams already text their customers. The problem is where it happens — on personal phones, in a separate messaging tool, outside the record. The conversation works; the system around it does not.
Reps text from their own handsets because it is faster. Nothing reaches the CRM, the history leaves with the rep, and no manager can see what was promised to whom.
An inbound message lands in a shared inbox nobody is accountable for. It is answered twice, or hours late, or not at all — and the record shows none of it either way.
Opt-ins are collected on a form and opt-outs are handled by hand. When someone asks who consented to what and when, the answer takes a week to assemble and is not defensible.
Every team keeps its own wording. Merge fields break silently when a field is renamed, and customers receive messages with an empty first name or the wrong appointment time.
The reminder, the nudge after a missed call, the check-in three days into a case — all of it runs on human memory instead of firing from the stage or status change that should trigger it.
Delivery, response and engagement sit in a separate tool, so messaging cannot be compared against pipeline, case resolution or campaign performance in the same dashboard.
SMS-Magic is a business messaging application that installs into Salesforce and lets teams send and receive SMS, MMS and WhatsApp messages directly from CRM records. Built by Screen-Magic Mobile Media, it is now being brought to market under the name Conversive — SMS-Magic for Salesforce is rebranded Conversive for Salesforce, with the same underlying capabilities and workflows. Both names still appear in listings and search, so this page uses both.
Because the package runs in the Salesforce org rather than alongside it, messages, replies and consent are stored against the lead, contact, case or campaign they belong to — which is what makes messaging reportable next to the rest of your pipeline instead of in a separate tool. Full product documentation is published by the vendor at the SMS-Magic Salesforce documentation.
It fits organisations that already run their revenue or service process on Salesforce and need texting to be part of that process: sales teams chasing leads, service teams updating customers on open cases, and marketing teams running consented campaigns. If your team only needs occasional one-to-one texts and nothing needs to be reported on, this is more platform than the job requires.
Delivers messages across SMS, MMS and WhatsApp, holds templates and merge fields, manages sender numbers, and writes conversation history back to Salesforce records.
Decides which objects and stages trigger which message, builds the consent model, connects the automation, and develops the custom logic the package does not ship with.
Conversations attached to records, follow-up that fires from process rather than memory, a defensible consent trail, and message performance on the same dashboards as everything else.
These are three separate engagements, and most teams need only one of them. Twopir Consulting delivers all three, and the line between the second and the third is where budgets are usually decided — so it is stated here rather than discovered on a call.
Standing the application up in your org for the first time: installed, connected, registered with the carriers, and live with a first working use case.
You are sending and receiving compliantly on one process. Tailoring it to every team's way of working is the next scope.
Shaping the standard product around how your teams actually work — templates, routing, triggers and reporting — using declarative tools, without writing code.
Everything achievable through configuration. The moment a requirement needs logic the product does not expose, it becomes development.
Custom development that extends the application past what configuration reaches — Apex, Lightning Web Components and API work against your own objects and rules.
If it can be done in setup, Flow or the package's own admin screens, it is configuration. If it needs Apex, an LWC or an external API call, it is development.
Installing the application takes an afternoon. What follows is the part that decides whether anyone uses it six months later.
Get the package installed, connected and legally able to send — the step that most often stalls a launch by weeks when it is left to the end.
Build the message library each team sends from, with merge fields that pull real Salesforce data and do not break the next time a field is renamed.
Connect sends to the events that should cause them, so follow-up runs off your process instead of off whoever happens to remember.
Decide where an inbound reply goes and who owns it, so no message sits unanswered in a queue that belongs to everyone and no one.
Make consent a field on the record rather than a spreadsheet, so the question "who agreed to what, and when" has an answer you can produce on demand.
Put message performance on the same dashboards as pipeline and cases, then get the teams actually using it — the step that decides whether the licence renews.
Because the package runs inside the org, most of this is record-level rather than a scheduled sync between two databases. What follows is what each connection is actually for.
| Salesforce surface | Direction | Messaging surface | Business purpose |
|---|---|---|---|
| Lead & Contact | Outbound | Templates & merge fields | Personalises each message from the record it is sent from, so name, appointment time and reference number come from the CRM rather than being typed by a rep. |
| Conversation history | Inbound | Replies & delivery receipts | Writes every reply and delivery status back onto the lead, contact or case, so the next person to open the record sees the whole thread instead of guessing. |
| Flow & Process automation | Outbound | Triggered sends | Fires the message from the stage, status or date change that should cause it — the reminder, the nudge, the case update — with no one having to remember. |
| Consent fields | Both ways | Opt-in & opt-out state | Keeps the consent flag on the record authoritative: agent and form opt-ins write in, reply-keyword opt-outs write back, and automation checks it before sending. |
| Campaign & Marketing Cloud journeys | Outbound | Campaign messaging | Adds a consented SMS step to a journey already running in Salesforce Marketing Cloud, so text sits in the same campaign as email rather than in a parallel tool. |
| Reports & dashboards | Inbound | Delivery & engagement data | Surfaces delivery rates, response rates and response times as Salesforce data, so messaging can be measured against pipeline and case resolution on one dashboard. |
| Custom objects & external systems | Both ways | Apex & API integration | Triggers messages from objects and systems the package does not know about — a billing platform, a scheduling tool, an in-house application — through custom development. |
Working with another messaging or telephony stack? We deliver the same architecture on Twilio-based communication solutions, and the decision between them is usually about who owns the number, the compliance surface, and how much custom logic you expect to need.
The durations below are typical ranges, not a quote. The one that is outside anyone's control is registration: US carrier approval runs on the carriers' timetable, which is why we file it in week one rather than the week before launch.
We agree which conversations are worth automating first, which objects own them, and what a good outcome looks like for each one.
Typically 1–2 weeksNumbers selected, 10DLC or toll-free registration filed, and the consent model designed before a single template is written.
Filed in week oneTemplates, routing, triggers and reporting built in a sandbox, with any custom Apex or component work developed alongside them.
Typically 2–5 weeksOne team goes live first on real traffic. We tune wording, timing and routing on what actually happens, then roll out to the rest.
Typically 2–3 weeksReporting reviewed against the outcomes agreed in phase one, then the next set of use cases is added onto the same foundation.
OngoingFour patterns account for most first engagements. Each one is a small build that proves the channel before anything larger is committed to.
A new lead gets a consented text within minutes of arriving, then a short sequence if there is no response — all of it firing from lead status rather than from a rep's to-do list.
Scheduled reminders and confirmations sent from the record that holds the date, with the reply handled rather than ignored when someone asks to reschedule.
Customers are told what is happening with their case without an agent writing the update by hand, and their reply lands on the case rather than in a mailbox.
Campaign messaging that only ever reaches people who opted in, running as a step inside an existing journey instead of as a separate send from a separate tool.
These are delivery patterns, not measured client results — we do not publish outcome percentages for messaging work that has not been measured and cleared with the client. For engagements where the numbers are documented, including a US enterprise that connected call tracking to Salesforce so every qualifying call creates a lead automatically, carries its campaign source, and reports back to revenue when the deal closes, the published case studies are the honest place to look.
Read Our Success StoriesBusiness messaging in the US runs on registered numbers and recorded consent. Twopir Consulting builds the mechanics; your legal team owns the policy. We are not lawyers and this page is not legal advice — what we do is make sure the system can prove what your policy says it does.
Consent is captured wherever the customer actually gives it — web form, portal, agent screen — and written to a field on the record, not a list somewhere else.
Standard stop keywords are honoured automatically, the consent flag updates, and every automated send checks that flag before it goes anywhere.
US business messaging requires brand and campaign registration for 10DLC, or verification for toll-free numbers. We file it early because carrier approval is not on our timetable.
Who consented, through which channel, on what date, and every message sent since — reportable from Salesforce without anyone assembling a spreadsheet first.
Registration requirements and number types are set by the carriers and change over time; the vendor documents the current position in the SMS-Magic Salesforce FAQ. We confirm what applies to your programme during discovery rather than assuming it.
Anyone can install the package. What decides whether it is still in use next year is whether the data model, the automation and the consent design underneath it were built properly.
The hard part of this work is the object model, the automation and the reporting around the messages. That is what we do across every engagement, on this product and others.
Configuration and custom development are priced and staffed differently. We say which one your requirement needs at the start, not after a change request halfway through.
Consent state belongs on the record, enforced by the automation, reportable on demand. Built that way it holds up under review; bolted on afterwards it rarely does.
When a requirement needs Apex, a Lightning Web Component or an external API, our team writes it — so the answer to a hard requirement is not "the product does not do that".
A messaging programme that nobody uses is a licence renewal nobody approves. We pilot with one team, tune on real traffic, and train the people who live in it daily.
Yes. SMS-Magic, built by Screen-Magic Mobile Media, is being brought to market under the name Conversive — the Salesforce experience is rebranded Conversive for Salesforce, with the same underlying capabilities and workflows. Both names are still in circulation across listings, documentation and search results, so you may see either one during procurement. If you already run SMS-Magic, you are running the same product line.
The practical line is this: if it can be built in Salesforce setup, in Flow, or in the package's own admin screens, it is configuration — templates, merge fields, routing rules, triggered sends on stage or status, reports and dashboards. If it needs Apex, a Lightning Web Component, or a call to a system outside Salesforce, it is custom development. Bulk sends that have to respect governor limits, messaging driven by custom objects, and bespoke agent screens all fall on the development side. We tell you which side a requirement sits on during discovery, because the two are staffed and priced differently.
A focused first use case is typically a few weeks of build once discovery is agreed, and the package itself installs in an afternoon. The variable that most often sets the real launch date is carrier registration: US business messaging requires brand and campaign registration for 10DLC numbers, or verification for toll-free numbers, and that approval runs on the carriers' timetable rather than ours. We file it in the first week for exactly that reason. Custom development, multi-team rollouts and multi-country number coverage extend the timeline beyond that baseline.
We design consent as a field on the Salesforce record rather than a list held elsewhere. Opt-ins are captured wherever the customer gives them — a web form, a portal, an agent screen — and written to that field. Standard stop keywords update it automatically on reply, and every automated send checks it before dispatching. That gives you an answer to "who consented, through which channel, on what date" that can be produced from a report instead of assembled by hand. Twopir builds the mechanics; your legal team owns the policy those mechanics enforce, and nothing on this page is legal advice.
Yes to both, and they solve different problems. Flow is where operational messaging belongs — a reminder timed off an appointment date, a nudge when a lead sits untouched, a notification when a case changes stage. Marketing Cloud is where campaign messaging belongs, with SMS running as a consented step inside a journey that already sends email, rather than as a separate blast from a separate tool. Where the trigger comes from a custom object or a system outside Salesforce, we build it in Apex instead.
That is a common starting point, and the cause is usually the same: the package was installed but never wired into the process, so using it is extra work rather than the fastest way to do the job. We audit what is configured today, find where the process and the tool diverge, then rebuild the parts that matter — triggers on the events that should cause a message, routing that gives every reply an owner, templates people can actually send, and reporting that shows what changed. It rarely requires starting over.
It depends on who needs to control the messaging and how much of it is bespoke. A packaged application like SMS-Magic gives business teams templates, a conversation view and admin screens they can run themselves, which suits sales, service and marketing use cases. Building directly on a programmable platform such as Twilio gives developers more control and usually makes sense when messaging is embedded in a product or a highly custom workflow, at the cost of building the business-facing tooling yourself. We deliver both, and the decision usually turns on who owns the numbers, what the compliance surface looks like, and how much custom logic you expect to need.
A short discovery call is usually enough to say whether your requirement is configuration or development, what registration will need, and roughly how long it takes. Twopir Consulting implements SMS-Magic as part of our wider Salesforce practice.
Salesforce architecture · messaging delivery · consent by design