Call, Text, and Email Without Leaving the CRM
Power dialer, SMS, email sequences, call recording, and voicemail drop — all built into ChosenCRM. Every interaction logs to the contact timeline automatically. Unlimited calls are included under fair-use and carrier policies, with 1,000 SMS per user/month.
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Power dialer with local presence, call recording, and voicemail drop
Capabilities
What you get
Core capabilities are built into the platform. Optional add-ons and custom integration work are disclosed separately.
Power Dialer with Local Presence
Dial through lead lists at speed with automatic local number matching. Contacts see a local area code, which can improve pickup rates. Calls are logged automatically; recording and transcription can be enabled where permitted and with required consent.
Power dialer with local presence, call recording, and voicemail drop
SMS Campaigns and Templates
Send individual texts or bulk SMS campaigns with templates and personalization. Schedule messages, track delivery and response, and manage two-way conversations from the CRM. 1,000 SMS per user/month are included; opt-in, opt-out, and carrier rules still apply.
SMS campaigns with templates, scheduling, and delivery tracking
Email Sequences
Build multi-step email sequences that trigger based on lead status, deal stage, or time intervals. Track opens, clicks, and replies. Sequences pause automatically when a contact responds.
Email campaigns with sequence builder and performance tracking
Call Recording and Transcription
Calls can be recorded and transcribed when the feature is enabled and legally permitted. Teams are responsible for required consent notices. Recordings are stored on the contact timeline for coaching, compliance, and reference.
Power dialer with local presence
Unified Communication Timeline
Calls, texts, emails, and notes all appear on one contact timeline in chronological order. Before any conversation, you see the complete history of every interaction with that person.
Contact records with unified communication history
Voicemail Drop
Pre-record voicemail messages and drop them with one click when a call goes to voicemail. Move to the next call immediately instead of waiting to leave a live message. Multiple voicemail recordings for different situations.
Voicemail drop with saved messages, call outcomes, and delivery tracking
Industry Examples
How Communications works across industries
Every vertical gets purpose-built workflows and terminology. Here is what that looks like in practice.
Mortgage
A loan officer uses the power dialer to call through 50 pre-qual leads, drops a voicemail about current rates to those who don't answer, and triggers an SMS/email follow-up sequence automatically.
Real Estate
An agent sends a bulk SMS to 200 buyer leads about a new listing, then follows up with a drip email sequence. Every response is tracked on the contact timeline alongside showing history.
Solar
A solar rep calls through yesterday's door-knock appointments with local presence, records verification calls for compliance, and sends SMS follow-ups to homeowners who requested proposals.
Insurance
A producer calls through upcoming renewals with the power dialer, sends personalized SMS reminders to clients whose policies expire in 30 days, and launches an email sequence for cross-sell opportunities.
Frequently Asked Questions
Unlimited calls under fair-use and carrier policies plus 1,000 SMS per user/month are included in the $197/user/mo price. No standard per-minute charges on included calling. Additional SMS can be purchased if you need higher volume.
Local presence matches the area code of the person you're calling within the US and Canada. The system maintains a pool of local numbers so your outbound calls display a number the contact is more likely to answer.
Call recordings are stored on the contact timeline when recording is enabled with required consent. They're available for playback, download, and coaching review while your account is active. Storage is included subject to acceptable-use limits.
Yes. Email sequences send from your own email address via SMTP integration. This means emails come from you, not from a generic CRM address, which improves deliverability and trust.
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