Communications

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.

Power dialer1,000 SMS/user/moVoicemail dropEmail sequences

Calls live in one tool, texts in another, email in a third. That is how leads go cold. This is one timeline.

app.chosencrm.com/dialer
ChosenCRM power dialer with local presence and call controls

One outbound motion

From dial to logged follow-up in a single pass

A loan officer working 50 pre-quals shouldn't touch four apps to do it. Here is the loop, start to finish.

01

Dial

Power dialer runs your list with a matching local area code. No answer? Move on without breaking rhythm.

02

Drop

One click leaves a pre-recorded voicemail and advances to the next contact. No live message, no dead air.

03

Text + email

An SMS and email sequence fires automatically and pauses the moment the contact replies.

04

Timeline

Every call, text, email, and note lands on one contact timeline, in order, before the next conversation.

The channels

Call, text, and email without a tab graveyard

Built-in calling, SMS, and email with recording and transcription where consent allows. Every touch logs itself.

01

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.

app.chosencrm.com/dashboard
Power dialer interface with local presence and call controls

Power dialer with local presence, call recording, and voicemail drop

02

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.

app.chosencrm.com/dashboard
SMS campaign builder with templates and bulk send

SMS campaigns with templates, scheduling, and delivery tracking

03

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.

app.chosencrm.com/dashboard
Email campaign builder with drip sequence configuration

Email campaigns with sequence builder and performance tracking

04

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.

app.chosencrm.com/dashboard
Power dialer interface - latest capture

Power dialer with local presence

05

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.

app.chosencrm.com/dashboard
Contact management with communication timeline

Contact records with unified communication history

06

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.

app.chosencrm.com/dashboard
Voicemail drop screen with recorded message library and delivery status

Voicemail drop with saved messages, call outcomes, and delivery tracking

SMS that respects the rules

Bulk texts, two-way threads, and opt-out handling in one place

Send a new-listing blast to 200 buyer leads, then let the replies flow into the same threads your team already watches. Opt-in, opt-out, and carrier rules are enforced, not an afterthought.

  • 1,000 SMS per user/month included at $197/user/mo
  • Templates with merge fields and scheduled sends
  • Two-way conversations attached to the contact record
app.chosencrm.com/messages
ChosenCRM messaging and follow-up dashboard with contact activity

What's included in communications

Unlimited

Calls under fair-use and carrier policies

1,000

SMS per user/month, included

1

Timeline for every call, text, and email

$197

Per user/month, all-in

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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