For ZOHO CRM

ToucanText SMS

Real 2-Way SMS. Finally Native to Zoho CRM.
Have conversations with leads and contacts directly inside CRM, fully bi-directional and built for real-time sales engagement. Stop switching tabs. Stop syncing inboxes. Start having real conversations inside your CRM.

Finally, true 2-way Sales Engagement

ToucanText turns SMS into a first-class CRM activity — not a disconnected messaging tool. Send, receive, automate, and track text conversations directly inside Leads and Contacts, with every reply automatically attached to the correct record.

Sales Focused

Built for real-time conversations to drive deals to closure.

Inside CRM

No separate inbox or SMS account. Native workflows and Automation.

Provider Agnostic

You choose your provider, we integrate and provide flexibility.

User Owned Threads

No “which rep owns this?” confusion. No duplicate threads or lost replies.

ToucanText SMS is different …

… From the others

Real 2-Way SMS — Not only Campaign Messaging

Sales conversations are personal. Your SMS tool should reflect that.

Other extensions treat CRM like a contact database attached to a messaging inbox. ToucanText does the opposite. Every SMS originates from a CRM record — and every reply returns to that exact record automatically. That architectural difference changes everything.

Many SMS tools prioritize bulk campaigns. ToucanText prioritizes one-to-one, real-time engagement between your team and your prospects or customers. ToucanText was built for follow-ups, confirmations, service coordination, and real conversations — not only bulk blasts.

ToucanText was designed for:

Sales reps doing real-time follow-up
Service teams managing ongoing conversations
Appointment confirmations and scheduling
High-touch account communication

User Owned Conversations:

Clear message ownership
Clean activity tracking
Accurate reporting
Manager visibility
Better rep accountability

Automate, Personalize, and Stay in Control

Enterprise-ready SMS without enterprise complexity

Native CRM Workflow Automation

Automate SMS exactly the way you automate email in Zoho CRM.

Trigger text messages based on:

Record updates
Status changes
Lead assignments
Deal stage progression
Scheduled conditions

Every message can include merge fields and personalized data at runtime.

CRM-Style Templates with Merge Fields

Text messaging should be as powerful as email inside your CRM.

ToucanText templates function like Zoho email templates — complete with merge tokens and module-level assignment.

No clunky snippets. No copy-paste personalization.

Module-specific templates (Leads or Contacts)
Dynamic merge field support
Org-wide or personal templates
Reusable messaging standards

Provider-Level Control Without “Lock-In“

Use your own SMS provider. Maintain full ownership of your account

ToucanText connects directly to your provider using secure webhooks. You maintain control over:

Your messaging account
A2P 10DLC configuration
Compliance setup
Usage billing

ToucanText is the CRM layer — not a message reseller that restricts you to one SMS provider.

ToucanText’s Familiar User Interface – Because it’s CRM

Live Conversations Inside crm, flexible sms templates and “common sense” configuration & administration

Live Conversations inside CRM

Integrated with Related List

Flexible Templates

Easy Configuration

Simple, Transparent Pricing

One organization license ~ Use your own provider ~ Scale without pricing games ~ Admin Friendly

Most SMS extensions charge per user, per bundle, or both. As your team grows, your pricing complexity grows with it. ToucanText keeps it simple – always. Scaling your team shouldn’t trigger pricing shock.

Pricing Highlights

Only $25 per month – TOTAL
Per Organization (not per user)
Use your own provider
No per-user penalties
No message markups
Predictable software costs

What happens with when you grow?

Scale your team without scaling pricing or getting hit with user-based charges.

Admin Friendly – easy to run

You use your own provider account and configure your own A2P 10DLC. ToucanText does not resell messaging or lock you in.

FAQ’s

What is needed before download and installation? (Pre-Requisites)

You must have a A2P 10DLC Campaign approved by your provider (e.g. Twilio) prior to using ToucanText SMS. See here for instructions on getting started.

Is this truly real two-way SMS inside Zoho CRM?

Yes — and that’s the point.

When you send a message from a Lead or Contact record, replies automatically attach to that same record in real time. Conversations live inside CRM — not in a shared inbox or external messaging tab.

You get:

– Record-linked conversations
– Full message history inside the record
– Clear user attribution
– No syncing delays
– No duplicate threads

If it’s not attached to the CRM record, it’s not CRM-native. ToucanText is.

How is ToucanText different from other Zoho SMS extensions?

Most SMS extensions are built around one of three models:

Campaign-first (marketing tools inside CRM)
Inbox-first (shared messaging panels)
API-first (developer-heavy integrations)

ToucanText is CRM-first.

It was designed specifically for:

– Real-time sales conversations
– User-owned messaging
– Clean record integrity
– Native workflow automation
– Predictable pricing

It turns SMS into a CRM capability — not a bolt-on feature.

Why is pricing per organization instead of per user?

Because scaling your sales team shouldn’t multiply your licensing cost.

Most SMS tools charge per user. As your team grows, your bill grows with it — often unpredictably.

ToucanText is:

– $19 per month
– Per organization
– No per-rep penalties
– No message markups

Growth increases usage through your provider — not software chaos.

Do you resell SMS messages or add markup?

No.

ToucanText connects to your existing SMS provider (such as Twilio). You pay your provider directly for usage.

We do not:

– Resell messages
– Bundle usage
– Add markup
– Inflate carrier costs

ToucanText is the CRM layer — not the carrier.

Is ToucanText secure and compliant?

Yes — and intentionally so.

ToucanText does not store or broker your messaging traffic outside of CRM and your chosen provider. Messages flow securely via webhook connections between Zoho CRM and your SMS provider.

You maintain:

– Ownership of your SMS account
– A2P 10DLC registration
– Compliance configuration
– Provider-level security controls

ToucanText respects carrier compliance — it does not bypass it.

This protects:

– Deliverability
– Phone numbers
– Brand reputation
– CRM data integrity

Can I automate SMS like I automate email?

Absolutely.

ToucanText includes a native SendSMS (ToucanText) workflow action inside Zoho CRM.

You can trigger SMS based on:

– Record updates
– Stage changes
– Assignments
– Scheduled rules
– Custom logic

Templates support merge fields, so messages remain personalized at runtime.

Automated — but still contextual.

Is ToucanText built for bulk campaigns?

No — intentionally.

However, you can send one-to-many by sending to a group, via CRM Views that you define in your CRM Contacts and Leads modules.

ToucanText is built for real-time, CRM-driven conversations — not mass marketing blasts.

If you want:

– High-touch follow-ups
– Sales coordination
– Service confirmations
– Record-linked communication

ToucanText is built for you.

If you want campaign broadcasting at scale, there are dedicated marketing platforms for that.

We focus on conversations that close deals and serve customers.

ToucanText SMS

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User Guide

Admin Guide

Compare Features and Benefits vs. The Others

A complete solution that becomes part of your crm, not a “side-car” with gotchas