Two-Way SMS Inside Zoho Books

It is an extension that lets Zoho Books send texts to your contacts and accounts through your Twilio account. Search for one customer and send them a message, or pick several records and send to all of them. Replies are saved in the SMS History module against the right record, so the conversation stays readable inside Zoho Books.

The built-in reminders push documents out, and a customer who responds has nowhere for that response to go. This extension saves the reply on the record and lets you message a whole group at once instead of one reminder at a time, so a text can start a real exchange with the customer.

Yes. Messages use your Twilio account and numbers, so Twilio bills the carrier charges to you at its rates and nothing is marked up by us. Message records stay in your Twilio console under your name, and you can switch numbers or providers whenever you choose.

Contacts and accounts. The text goes to the person on the record, not to an invoice or estimate, so the thread follows the customer and stays readable as documents come and go.

Yes. Pick the records, write the text once, and everyone selected receives it, with each send logged on the record it went to. Sending to a saved list or view works too, which is handy for a group you message every month.

In the SMS History module, as a new entry tied to the record that answered. Nothing needs copying and there is no second inbox, and anyone who later works the account sees the full exchange on the record.

No. The extension does not phone home. It runs in your Zoho environment and never sends records, phone numbers or message text to us. We store no copy and run no background dashboard, which is the main way it differs from most alternatives.

Inside Zoho, written in Deluge. No third party screen is embedded, no outside web application is involved, and no extra service sits in the data path. Because everything happens within your own Zoho Books, the data boundary is easy to explain to an auditor.

Yes. Dynamic text takes values from Zoho Books and places them in the message at send time, such as the customer name, invoice number, amount or due date. A reminder to two hundred accounts still reads like a personal note to each one.

Yes. Keep your common messages as templates and select one rather than typing it again. Dynamic fields still apply, so every recipient sees their own details, and payment reminders and statement follow-ups stop needing retyping.

Every phone field on the record is detected, not only the default one. If a contact has ten numbers, you see all ten and choose where to send, which matters when the mobile number is stored in a custom field.

Yes. Write the text now and choose when it should send. It goes out at that time, whether or not you are at your desk, which helps across time zones, within business hours, and on dates that matter, like the morning a payment falls due.

Through the Zoho Marketplace, as with other Zoho extensions. Install it into your organization, add your Twilio credentials on the setup screen, and send the first text from a record right away. There is no hosting and nothing to install outside Zoho.

Yes. The listing on the Zoho Marketplace comes with a ten day free trial, so you can install, connect Twilio and send real texts before you commit. The trial cannot be extended, so gather your Twilio credentials before starting it.