Send and receive SMS through your own Twilio, Telnyx or Plivo account, or a WorkBOS number, with every message logged against the client, contact or lead it belongs to. Bulk campaigns and the US carrier registration they require come from the same place, not a separate tool.
Free for up to 5 users. Pro free for 30 days. No card.
Why this exists
What it does
Connect Twilio, Telnyx, Plivo or a custom HTTP provider with your own account id and auth token, or send from a number WorkBOS carries instead. Provider credentials are stored encrypted and never shown back once saved, and you set the monthly spend cap yourself.
Every SMS conversation is a two-way thread per contact, with unread replies badged so nothing sits unseen. Search looks inside the actual message text across every conversation, not just contact names, and shows the matching words highlighted.
Type a new number and it is checked against your CRM before you send: a match to a client, contact or lead shows you their name instead of a bare digit string.
Anyone on your suppression list is never messaged, and a monthly USD cap you set blocks sends the moment it is reached, both enforced on the server rather than trusted to a screen.
Filter leads by status and owner, write one message with merge fields that fill in each recipient’s own details, and let the system pace the send inside quiet hours and a daily cap you choose. A recipient whose merge field cannot be filled is skipped with the reason recorded rather than sent a half-written text, and a reply of STOP pulls them out mid-send.
A form collects exactly what carrier reviewers check, your business details, sample messages, and how people actually opt in, and WorkBOS submits it to the carriers on your behalf. Status shows in plain words: submitted, in review, needs a change, registered or refused.
The honest part
The part you would otherwise find out in week three. If one of these is central to how you work, raise it before you buy rather than after.
Questions
No. You can text from a WorkBOS number on our own carrier account once your business is registered, or connect your own Twilio, Telnyx, Plivo or custom provider if you already have one.
Because the number it sends from is not registered yet. Campaigns can be written and saved at any point, but Start stays off until that number is registered for marketing texts, and the tab says so at the top rather than waiting until you press it.
Commonly two to three weeks. WorkBOS submits your business and campaign details to the carriers and shows the same status words they use: submitted, in review, needs a change, registered or refused, with the carrier’s own note attached if something needs fixing.
No. Anyone on that list is never messaged, and the check runs on the server rather than being something a screen decides.
The full product documentation for this module is at /docs/messaging.
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Pro and up
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Every module is in the same workspace, so nothing needs connecting to anything.
Free for up to 5 users. Pro free for 30 days. No card.