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- Getting Started
- Record Tabs
- Managing Duplicate Records
- Setting Up Grid Layouts
- Show and Hide Columns
- Key setup steps
- Additional setup steps
- Tips & Tricks
- Pinning Activities
- Bulk update
- Timeline
- Bulk uploading images
- Advanced Filters
- Automated Workflows
- System Admin in CRM
- Search, sort and report
- Calendar View
- Dashboard View
- Using Views
- Import troubleshooting
- List View
- Set up your customers in CRM
- Working with Activities in CRM
- Basic Navigation
- Using the Map View
- Using the Kanban View
- Configuring Dropdown Lists
- Creating New Records
- Open or Edit Existing Records
- View Details on Map Pins
- Syncing Your Accounting System
- Change the Column order
- Setting up your CSV file for Import
- Filter Map Records
- Company Information
- Sorting Records
- Export data
- Filtering Records
- Import Data from Excel or CSV
- Colourise Map Records
- Set Up Security Groups
- Invite Other Users
- Connect Outlook
- Connect to Mailchimp or Campaign Monitor
- Set Up Other Reference Data
- Configure Online Quoting
- View Reports and Dashboards
- Connect Burst SMS
- Viewing Tags
- Adding and Editing Tags
- Sorting and Filtering with Tags
- Jobs, Assets & Service Management
- Manufacturing
- Operations
- Reporting
- Training
- Workflow Management
- Quoting & Selling
Connect Burst SMS
Setting up your Burst SMS integration will allow you to send SMS messages from within the CRM. Burst SMS has a 98% open rate and is great for marketing and communication with customers and clients.
the CRM customers get a preferential rate signing up with Burst SMS.
- You can sign up at this link: https://tallemu.transmitsms.com/register
- You can login to manage your account here: https://tallemu.transmitsms.com/
- When you login to Burst SMS, go to Settings and scroll down to API Settings.
- Type a small amount of text in the API Secret and write it down, you’ll need this for the next step. Make sure you follow the prompts to update your profile details so they save successfully.
Gathering Burst SMS details for the integration
- Log back into the CRM and head to Main Menu, then select Connections from the Admin menu.
- Once the connections module opens, locate Burst SMS and click Activate.
Accessing the Burst SMS integration settings
- Using the details obtained from Burst SMS in the first step to fill out the required fields in the CRM.
- Click Finish.
You can add mobile numbers two ways:
- Automatically – once you have entered your API details, click the Get Numbers button to import your existing numbers from Burst SMS, you can then select a number from the list that has populated in the Send From Number field.
- Manually – you can add numbers to the Add Phone Number field and then click on the phone button at the end of the field – this number will now appear on the list in the Send From Number field.
You have the choice to enter a real mobile number (in which case any replies will go directly to that number) OR to write characters (e.g. “Company Name”) which will appear as the sender when a recipient receives the SMS. If you choose this option, recipients will not be able to reply to messages you send.
Burst SMS is able to send text messages both domestically and internationally.
Where you can send an SMS to will depend on your Burst SMS account.
Please contact Burst SMS for more information on this.