Manage professional services messaging in Salesforce across the channels clients already use. Automate timely updates and reminders while reducing manual coordination. No code. No middleware.
Every use case runs natively inside Salesforce - from client intake and onboarding to field visits, payment collections, WhatsApp, and chatbot qualification. Click a use case to see it in action.
Inquire · Qualify · Deliver · Collect - every client interaction follows the same automated pattern.
Professional services firms shouldn't lose billable hours to reminders, follow-ups, and scheduling. 360 SMS AI agents handle client qualification, appointment coordination, payment chasing, and project updates - automatically inside Salesforce. Professionals focus on delivery. Automation handles everything else.
Give customers a dedicated text line for convenience to handle inquiries and follow up right from their SMS keypad. Receive alerts for incoming messages over all channels and pick up where you left off. Use the same sender phone number to manage relationships.
The most reviewed Salesforce SMS app on AppExchange — verified 5-star reviews from professional services firms globally.
Our admin team used to spend half their day chasing appointments, sending reminders, and following up on invoices. With 360 SMS, all of that runs automatically inside Salesforce. We reclaimed 20+ hours per week across the practice. Professionals focus on clients — not coordination.
Coordinating field teams used to mean phone tag all morning. Now we send the job address, client name, and schedule to the agent automatically from Salesforce the moment a site visit is confirmed. The client gets a confirmation. The agent gets the address. Zero phone calls.”
WhatsApp for consultants changed how we communicate with clients on sensitive matters. Clients reply when it suits them. We handle everything from a single Salesforce inbox. Collections improved 35% once we added automated payment reminders with branded payment links.
See 360 SMS running inside Salesforce in a free 20-minute demo.
Whether you need a 360 SMS demo, a pricing quote, or help with setup in Salesforce, our team is available 24x7 across the US, UK, AU, and IN.
We'll connect you with the right specialist.
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