📱 SMS Settings
Comprehensive SMS communication configuration and automated messaging system for real estate operations
📋 Overview
SMS Settings provides comprehensive control over automated SMS communications throughout your real estate CRM system. This section is designed for administrative departments and real estate company managers to configure message templates, timing controls, and quota management for all SMS-based customer interactions.
These configurations ensure professional, timely, and resource-efficient SMS communications across all customer touchpoints including new requests, visits, payments, and support interactions.
🔔 Request & Visit Notifications
Configure automated SMS notifications for new customer requests, scheduled visits, and visit reminders to ensure timely communication and improved customer experience.
📩 Send On New Request
ON/OFF Setting: Enable automatic SMS sending when new customer requests are received in the system.
📝 New Request SMS Message:
🏠 SMS Coming Visit
ON/OFF Setting: Activate SMS notifications for upcoming customer visits and appointments.
📝 Coming Visit Message:
⏰ Hours Before Coming Visit SMS
Enter Hours & ON/OFF: Set the number of hours before a scheduled visit when the reminder SMS should be sent to customers.
⏱️ Timing Control: Configure advance notification timing for optimal customer preparation and attendance rates.
📞 Communication Response Messages
Configure automated responses for various communication scenarios including unanswered calls, assignments, and post-interaction appreciation messages.
📵 Send When No Answer Or Switched Off
ON/OFF Setting: Automatically send SMS when customer calls go unanswered or phone is switched off.
📝 No Answer / Switch Off Message:
👤 Send On Assign
ON/OFF Setting: Send SMS notifications when customer requests are assigned to team members.
📝 Assign Request Message:
🤝 Send SMS Thanks for Meeting
ON/OFF Setting: Automatically send appreciation SMS after customer meetings and face-to-face interactions.
📝 Thanks For Meeting Message:
📞 Send SMS Thanks for Calling
ON/OFF Setting: Send appreciation messages after phone call interactions with customers.
📝 Thanks For Calling Message:
🔐 Client Authentication & Support
Configure user credential sharing and support ticket notifications to enhance customer service and system access management.
👤 Send UserName To New Clients
ON/OFF Setting: Automatically send login credentials to new clients via SMS for system access.
📝 UserName To New Clients SMS Message:
🎫 Send On Tickets Closed
ON/OFF Setting: Notify customers via SMS when their support tickets are resolved and closed in the system.
💳 Payment & Financial Notifications
Configure automated SMS notifications for payment-related events, due date reminders, and financial milestone communications.
⚠️ SMS When Client Stuck After Down Payment
ON/OFF Setting: Send automated SMS notifications when clients encounter issues or delays after making their down payment, ensuring proactive customer support.
📅 Send Payment Due Date Reminder
ON/OFF Setting: Automatically remind customers about upcoming payment due dates to improve collection rates and maintain payment schedules.
📊 SMS Quota Management
Control SMS usage limits and set monthly quotas for different users and roles to manage communication costs and prevent overuse.
📋 SMS Quota Configuration
📱 Users SMS Quota
Configure individual SMS usage limits for system users to control communication costs and ensure responsible SMS usage across your organization.
💡 Cost Control: Set appropriate limits based on user roles and responsibilities to manage SMS expenses effectively.
⚙️ Set SMS Limitation
Define global SMS limitation policies and configure restriction parameters that apply across the entire system for comprehensive usage control.
👥 User Quota Management Table
Configure individual user SMS quotas based on their organizational hierarchy and communication requirements. Set monthly limits for each user according to their role and responsibilities.
📊 Quota Management Structure:
👤 Name: Individual user identification for quota assignment and tracking
🏢 Parent: Organizational hierarchy and reporting structure management
👔 Role: Position-based quota allocation and permission management
📊 Monthly Quota: SMS limit allocation per user per month for cost control
⚠️ Administrator Notice
Critical SMS Configuration Warning: SMS Settings directly impact customer communication, service quality, and operational costs. Changes to quota limits and message templates should be tested thoroughly before implementation. Monitor SMS usage regularly to ensure cost-effective communication and maintain professional customer relationships. Always backup current message templates before making changes.