Native Lightning Console
Runs inside standard Salesforce screens — no separate login, no second tab. Reps text from the same record they're already viewing.
Industry App — SMS-Magic on Salesforce
SMS-Magic Puts Two-Way Messaging Inside Salesforce.
Your Follow-Up Shouldn't Live in Someone's Inbox.
SMS-Magic Converse brings native SMS, MMS, and WhatsApp messaging directly into Salesforce — Twopir configures it around your exact lead, case, and collections workflows.
500+
Client Deployments
12+
Years Experience
40+
Person Team
Partner
Salesforce & HubSpot
AI Delivery
Trusted by
Sales Operations Collections Teams Legal Ops Customer Service Leaders RevOps Leaders Marketing Automation Teams Field Service Coordinators Sales Operations Collections Teams Legal Ops Customer Service Leaders RevOps Leaders Marketing Automation Teams Field Service Coordinators
Where Firms Stall
The Real Cost Is Operational Friction.
📭
Email Reminders Go Unread
Invoice notices, appointment reminders, and case updates sent by email sit in a queue clients never open. Follow-up cycles stretch from days into weeks.
🔀
Messaging Lives Outside the CRM
Reps text clients from personal phones or separate apps with no record in Salesforce. When someone leaves, the conversation history leaves with them.
🧵
Manual Follow-Up Eats the Week
Staff manually track who's overdue, retype the same reminder, and re-send it by hand. It's the kind of repetitive work a Flow should be doing instead.
⚠️
No Compliance Trail on Opt-Outs
Without a logged opt-in/opt-out mechanism, every SMS campaign carries regulatory exposure. Firms find out about the gap during an audit, not before.
📋
Generic Blasts, Not Personal Messages
Templates that don't merge Salesforce fields read like spam. Clients ignore what looks generic — and generic is what most SMS tools default to.
Platform Context
Salesforce Is Built for Customer Data. SMS-Magic Puts Messaging Inside It.
Bi-Directional Record Sync
Replies, delivery status, and opt-outs write back automatically to the Contact, Case, Lead, or Invoice record — no manual logging required.
Multichannel From One Thread
SMS, MMS, and WhatsApp run through the same console, so a conversation doesn't fracture across three different tools.
Built for Scale and Compliance
Opt-in/opt-out handling and message-level audit trails are part of the platform, not something Twopir has to bolt on afterward.
Platform Capabilities
What SMS-Magic Puts Inside Your Salesforce Org.
💬
Two-Way SMS Console
Send and receive SMS from any Lead, Contact, or Case record, with full conversation history attached to that record.
Core Module📲
WhatsApp & MMS Messaging
Extend the same console to WhatsApp and MMS so clients can reply on whichever channel they actually use.
Multichannel⚙️
Flow-Triggered Messaging
Salesforce Flows fire SMS automatically on record changes — invoice created, case updated, appointment booked.
Automation🧩
Dynamic Merge Templates
Templates pull client name, matter, amount due, and date directly from Salesforce fields at send time.
Personalization🛡️
Opt-In / Opt-Out Management
Consent status is tracked and enforced at the record level, keeping every campaign aligned to messaging regulations.
Compliance🔗
Bi-Directional Case & Lead Sync
Inbound replies route automatically to the right owner and log against the originating Lead, Case, or Opportunity.
Data Sync📊
Delivery & Engagement Dashboards
Native Salesforce dashboards report delivery rates, response times, and link clicks without exporting data anywhere.
Analytics📢
Bulk & Broadcast Campaigns
Send segmented campaigns to list views or report-driven audiences, scheduled around customer time zones.
Scale🧭
Keyword & Auto-Response Routing
Inbound keywords ("STOP," "CALL," "PAY") trigger automatic routing rules without a human touching the message first.
Routing Delivery Model
We Don't Deploy Software. We Build Operating Infrastructure.
Phase 01
Discovery & Data MappingMap the Objects, Fields, and Compliance Requirements
We audit which Salesforce objects and fields drive your messaging — Contact, Case, Invoice, Matter — and confirm the opt-in/opt-out and regulatory requirements for your industry and region before writing a single template.
Phase 02
Native ConfigurationInstall, Connect, and Configure the Lightning Console
We install the managed package, provision your messaging number, and configure the Lightning console so agents send and receive from the records they already use — no separate login introduced anywhere.
Phase 03
Workflow & Template BuildBuild the Flows and Templates for Your Actual Use Cases
We build the Salesforce Flows and merge-field templates for your specific workflows — reminder sequences, lead follow-up, case updates — instead of shipping generic starter templates nobody customizes later.
Phase 04
Testing, Training & RolloutValidate Delivery, Train the Team, Monitor the Dashboards
We test message delivery and opt-out handling end to end, train your team on the console, and hand over the dashboards that track delivery rate, response rate, and conversion from day one.
Outcomes
The Outcomes Firms Actually Come Back For.
Faster Client Response
Clients open and act on SMS within minutes instead of days, replacing email chains that stall for a week or more.
Higher Response Rates Than Email
In one law firm deployment, SMS payment links achieved a 40% higher response rate than email reminders, cutting collections time from 14 days to under 5.
80% Less Manual Follow-Up
Automated multi-step reminder sequences replace the manual tracking and re-sending that used to consume hours of staff time each week.
Full Audit Trail on Every Message
Every send, delivery status, reply, and opt-out is logged automatically against the Salesforce record — no separate compliance spreadsheet needed.
Zero Context Switching
Agents work from a single Lightning console instead of toggling between Salesforce, a texting app, and a spreadsheet of who still owes a reply.
Regulatory Confidence
Opt-in/opt-out enforcement is built into the send logic, so campaigns don't outrun what your compliance team has approved.
Common Scenarios
Where We See SMS-Magic Deliver Most.
Collections & Invoicing
Collections and invoicing that used to take two weeks. Professional services and legal teams route payment reminders through SMS instead of email, with unique pre-filled payment links generated automatically inside Salesforce. One US law firm cut average collection time from 14 days to under 5 and eliminated 80% of manual follow-up work.
Lead Follow-Up
Lead follow-up that happens the moment a lead goes cold. Sales teams trigger SMS follow-up automatically when a lead hasn't responded within a set window, using dynamic templates pulled from the same fields reps already see on the Lead record. Response rates climb because the message reads as personal, not automated.
Case & Appointment Updates
Case updates and appointment reminders sent without a call. Service teams send real-time case status changes and appointment confirmations by SMS, and clients reply directly rather than calling the office. Inbound replies route to the right owner automatically, so nothing sits in an unmonitored inbox.
Segmented Campaigns
Campaigns and event reminders sent to a segmented list. Marketing teams run scheduled SMS campaigns to report-driven audiences for events, renewals, or webinars, with opt-out handling enforced automatically. Engagement is tracked in the same dashboards used for every other channel.
Why Twopir
We're Not a Vendor. We're an Architectural Partner.
01
We map objects before we configure anything
SMS-Magic is only as good as the fields it's connected to. We start with your data model, not the package's default setup.
02
We build Flows for your workflows, not generic templates
Every automation we ship is built against a real use case your team named — collections, lead follow-up, case updates — not a starter kit left half-customized.
03
We handle compliance as part of the build
Opt-in/opt-out logic and audit-trail requirements are designed in from phase one, not retrofitted after a regulator asks a question.
04
We've shipped this across industries that actually use it
Legal collections, sales follow-up, service case updates — our delivery team has configured SMS-Magic against all three, and knows where each one breaks.
05
We train your team to own it after we leave
The console, the flows, and the dashboards are handed over with documentation and training — not left as a black box only Twopir can touch.
"Messaging shouldn't be a separate app your team logs into. It should be a field on the record they're already looking at — and the moment it isn't, someone's going to start texting clients from a personal phone with no record of it anywhere."
Twopir Consulting — Salesforce Delivery Team. SMS-Magic implementation specialists.
- SMS-Magic setup and configuration
- Flow & template design
- Opt-in / opt-out compliance build
- Testing, training & adoption support
- 12+ Years Salesforce & HubSpot Delivery
- 500+ Clients Served
- Serving: US | Canada | UK | UAE | Australia | New Zealand
- Salesforce Partner
- HubSpot Partner
- AI Delivery
Common Questions
Questions RevOps and Legal Ops Teams Ask Before We Start.
How long does an SMS-Magic implementation take? +
Most single-workflow implementations — for example, a collections reminder sequence or lead follow-up flow — take two to four weeks from discovery to rollout. Multi-workflow deployments across several objects and teams typically run six to eight weeks, depending on how many Flows and templates are in scope.
Does SMS-Magic support WhatsApp as well as SMS? +
Yes. SMS-Magic Converse runs SMS, MMS, and WhatsApp messaging through the same Lightning console, so a single conversation can continue across channels without switching tools or losing history.
How is opt-in and opt-out compliance handled? +
Consent status is tracked at the record level and enforced automatically before any message sends. We configure keyword-based opt-out handling (such as "STOP") during implementation, and every consent change is logged against the Contact record for audit purposes.
Can SMS-Magic automate a multi-step reminder sequence? +
Yes. We build Salesforce Flows that trigger a full sequence — for example, an initial notice, a 3-day reminder, a 7-day follow-up, and a final notice — without staff manually sending or tracking any step. Staff can still trigger a message manually from any record when needed.
Do agents need to log into a separate app to send messages? +
No. SMS-Magic is Lightning-native, so agents send and receive messages from the standard Salesforce record page — Contact, Case, Lead, or Opportunity — they're already working in. There's no second login and no separate interface to maintain.
Which Salesforce clouds does SMS-Magic work with? +
SMS-Magic integrates with Sales Cloud, Service Cloud, and most custom Salesforce objects, since it's built to read and write against whatever object model your org already uses. We confirm exact compatibility with your edition and installed packages during discovery.
Get Started
Ready to Run Every Conversation Through a Single Salesforce Thread?
Tell us what your team is still doing by email or personal phone, and we'll show you where SMS-Magic closes the gap.
