Business Text Messaging: A Practical Guide for Sales and Support
Overview
Quick Summary
Business text messaging lets your team send and receive SMS from a business number, managed in the CRM — combining the speed of texting with full conversation history and compliance. Here's how to run it well.
Two-Way Texting, Not Just Blasts
Modern business texting is a conversation, not a broadcast. With SMS in the CRM, replies land on the contact record so sales and support see the full thread alongside email and calls.
Stay Compliant by Default
Texting is a regulated channel. Build consent and opt-out into the process from day one — capture opt-in, honor opt-out instantly, and keep a record — so speed never comes at the cost of compliance.
| Do | Don't |
|---|---|
| Get explicit opt-in | Text cold lists |
| Honor opt-out instantly | Ignore STOP requests |
| Keep it short + useful | Send long pitches |
| Log to the contact | Text off-system |
Running Business Texting Well
- Use a dedicated business number — keep it professional.
- Enable two-way replies — route them like any channel.
- Automate consent + opt-out — compliance without manual work.
- Keep history unified — texts on the same omnichannel timeline.
Frequently Asked Questions
What is business text messaging? Sending and receiving SMS from a business number, managed in the CRM, so texts are logged, compliant, and visible alongside other channels.
How do I stay compliant with business SMS? Capture explicit opt-in, honor opt-out requests instantly, keep messages relevant, and maintain a record of consent.
Make Texting a Real Channel
Start a 15-day free trial of GetBiz CRM or book a demo to manage business SMS.
