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Salesforce AppExchange Rise of SMS Magic

Salesforce is where your teams manage leads, customers, and service requests. Your messaging should live there too – fully integrated, secure, and visible across every stage of the customer journey.

SMS Magic offers exactly that. 

With 16+ years of experience and over 5,000 customers worldwide, it’s one of the most trusted SMS solutions on the Salesforce AppExchange. From compliance to automation, it’s designed to help teams manage conversations at scale without ever stepping outside the CRM.

Here’s what makes it the most complete SMS solution for Salesforce:-

1. 100% Salesforce-Native Messaging That Works Across Clouds

SMS Magic is built entirely on Salesforce. That means your teams don’t need to manage external logins, switch between platforms, or sync data back and forth. Every message, whether it’s incoming, outgoing, automated, or part of a campaign, lives inside Salesforce.

100% Salesforce-Native Messaging That Works Across Clouds

It works across Sales Cloud, Service Cloud, Marketing Cloud, and Education Cloud, and supports both standard and custom objects. You can trigger messages using Flow, Process Builder, or Apex, and manage everything through native Salesforce consoles.

For admins and ops teams, SMS Magic offers full control over permissions, visibility, and data access using the same tools you already rely on. 

2. Top-Rated SMS App on Salesforce AppExchange

SMS Magic is consistently recognized as one of the top-rated messaging apps on the Salesforce AppExchange. It ranks among the smartest apps, with thousands of businesses using it to manage conversations inside Salesforce.

This recognition isn’t just about features, it’s built on customer reviews, long-term reliability, and trust across industries like healthcare, finance, education, law, and staffing. Teams value the platform’s stability, ease of use, and how seamlessly it fits into their existing Salesforce setup.

Being a long-time AppExchange partner also means SMS Magic stays tightly aligned with Salesforce’s platform updates, security standards, and ecosystem expectations. You’re not just choosing a tool, you’re choosing a solution built for long-term use within the Salesforce environment.

3. Built-In Compliance That Scales with Global Regulations

When messaging involves personal or sensitive data is part of how your business builds trust. SMS Magic is designed to meet complex regulatory needs across industries and regions, with built-in support for key global frameworks:

  • TCPA (U.S.): Keyword-based opt-ins and opt-outs, time-zone-aware messaging, and audit-ready logs.
  • GDPR (EU): Consent tracking at the record level and region-specific data control.
  • HIPAA (U.S. Healthcare): Secure messaging with full audit trails and permission-based access.
  • CASL (Canada) and CCPA (California): Support for express and implied consent management with expiration rules and contact-level preferences.
  • 10DLC (U.S. Carrier Compliance): Registration-ready workflows and enforcement of message throughput rules.

SMS Magic allows you to configure opt-in rules by sender ID, automate keyword-triggered responses, and maintain a complete consent history – all inside Salesforce. No external spreadsheets or manual syncs.

These capabilities help teams send compliant messages at scale without relying on external systems or manual tracking.

4. Omnichannel Conversations from One Unified Platform

Today’s customers use more than just SMS. 

They expect communication across channels including WhatsApp, Facebook Messenger, RCS, even web chat, and they expect it to feel seamless.

SMS Magic brings all of this together in one interface. You can manage SMS, MMS, WhatsApp, Facebook, and other messaging channels from inside Salesforce, with every conversation threaded to the correct record.

Messages from different channels are grouped into a single timeline, so agents and reps can respond with full context without switching tabs or tools. It also means customers never feel like they’re repeating themselves, even if they switch devices or platforms.

For teams that want to centralize communication and stay connected across touchpoints, omnichannel messaging through SMS Magic makes that possible natively, and at scale.

5. No-Code Automation and Templates for Faster Campaigns

Running SMS campaigns inside Salesforce shouldn’t require developer support. With SMS Magic, you can launch and manage messaging workflows using clicks, not code.

The platform includes a no-code journey builder through the Converse App, where you can define messaging logic using simple if/then rules, time delays, and field-based triggers. You can automate reminders, lead follow-ups, missed call responses, status updates, and more without writing a single line of code.

No-Code Automation and Templates for Faster Campaigns

It also comes with a library of ready-to-use templates for common use cases, so teams can get started quickly and stay consistent in tone and structure.

Whether you’re building nurture sequences or transactional updates, automation and templates in SMS Magic help you move faster, and keep messaging aligned across teams.

6. Conversation History That Stays Intact Across the Funnel

In many messaging systems, conversation history gets lost as a lead moves through different Salesforce stages. That gap makes it harder for teams to stay aligned or pick up where someone else left off.

SMS Magic keeps every message tied to the Salesforce record, even as it changes from lead to opportunity to contact or case. The entire thread stays visible within the CRM, so sales, support, and service teams always have the full context.

There’s no need to dig through old records or ask customers to repeat themselves. Everyone sees the same conversation, updated in real time, across departments and stages.

This continuity improves handoffs, reduces response time, and helps teams deliver more relevant communication at every step.

7. In-Salesforce Reporting for Performance and Compliance

Measuring the impact of your messaging is just as important as sending it. With SMS Magic, reporting happens inside Salesforce, so you can track everything in the same place you manage your workflows and records.

You can monitor delivery rates, opt-out trends, agent response times, and message volumes across channels. Build dashboards to track campaign performance, team activity, or compliance metrics – all using Salesforce’s native reporting tools.

In-Salesforce Reporting for Performance and Compliance

 

This visibility helps you fine-tune campaigns, spot gaps early, and stay audit-ready without relying on spreadsheets or third-party exports.

When messaging is a core part of your customer experience, it makes a difference to have full reporting built into your CRM.

If you run your business on Salesforce, your messaging should live there too

SMS Magic brings together everything Salesforce teams need from a messaging solution – native integration, global compliance, omnichannel reach, full-funnel context, and real-time reporting. Backed by 16+ years of product depth and trusted by over 5,000 businesses, it’s built to scale with your Salesforce environment.

Book a demo to explore how SMS Magic can streamline messaging across your sales, service, and marketing teams.

Frequently Asked Questions

What makes SMS Magic different from other SMS tools on AppExchange?

SMS Magic is 100% Salesforce-native. It supports multi-channel messaging, deep compliance, automation, and reporting – all without requiring external integrations or data syncs.

Can I automate SMS flows without developer support?

Yes. The Converse App allows you to build no-code automation using Flow, Process Builder, or templates making it easy for Salesforce admins and ops teams to manage messaging workflows.

Does SMS Magic support WhatsApp and other messaging platforms?

Absolutely. SMS Magic supports SMS, MMS, WhatsApp, Facebook Messenger, RCS, and more; threaded into a single conversation view inside Salesforce.

Is SMS Magic suitable for regulated industries like healthcare or finance?

Yes. The platform includes built-in support for TCPA, GDPR, HIPAA, CCPA, and other global compliance requirements, with audit trails and consent tracking at every stage.


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