Getting Started

The Custom SMS module for Concord CRM lets you send SMS messages directly from your CRM. Send instant or scheduled messages tied to CRM actions like calls, tasks, emails, meetings, and deadlines. Create reusable templates, track delivery in real time, and reach multiple contacts at once with bulk messaging.

Key Features

• Instant and Scheduled SMS -- send messages immediately or schedule them for a future date and time
• CRM Action Triggers -- attach SMS to any CRM action (Call, Task, Email, Meeting, Deadline)
• SMS Templates -- create, save, and reuse message templates for faster communication
• Delivery Tracking -- real-time status updates: Sent, Delivered, Failed
• Bulk Messaging -- send a single message to multiple contacts simultaneously
• Contact Integration -- send to any contact related to a CRM record

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Requirements

Requirement	Version
Concord CRM	Latest stable release
PHP	8.1 or higher
MySQL	5.7 or higher

You will also need an active account with a supported SMS gateway provider (e.g., Twilio, Vonage, or another supported provider). See the Configuration page for gateway setup details.

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Installation & Activation

1. Download the Module

1. Go to your marketplace downloads page
2. Download the Custom SMS Module ZIP file
3. Save your License Key -- you will need it during activation

2. Upload the Module

1. Log in to your Concord CRM admin panel
2. Navigate to Settings -> Modules
3. Click Upload Module
4. Select the downloaded ZIP file and click Upload
5. Refresh the page if the module does not appear immediately

3. Activate the Module

1. Locate Custom SMS in the modules list
2. Click Activate
3. If prompted, click Run Migrations to set up the required database tables

4. Enter License Key

1. The activation screen will appear after enabling the module
2. Enter your License Key
3. Click Activate
4. A success message confirms the module is ready to use

5. Verify Installation

After activation, confirm the following:

• A Custom SMS menu item appears in the CRM sidebar
• The Settings page for the module is accessible
• You can navigate to the Templates and Messages sections

Next Step

Head to the Configuration page to connect your SMS gateway before sending your first message.

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Use Cases

The Custom SMS module fits naturally into your daily CRM workflow. Here are common scenarios:

Scenario	How It Works
Deadline Reminders	Schedule an SMS to remind a contact about an upcoming deadline
Missed Call Follow-Up	Send a quick message after a missed call to keep the conversation going
Meeting Confirmations	Confirm upcoming meetings with a scheduled SMS sent the day before
Promotional Announcements	Use bulk messaging to announce offers or updates to multiple contacts
Routine Notifications	Save templates for recurring messages and send them with one click

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How It Works

1. Choose a CRM action -- select the action context (Call, Task, Email, Meeting, or Deadline) that triggers the need for an SMS
2. Select the recipient -- pick the related contact from the CRM record, or choose multiple contacts for bulk sending
3. Compose or select a template -- write a custom message or pick a saved template
4. Send or schedule -- send immediately or set a specific date and time for delivery
5. Track delivery -- monitor the message status in real time (Sent, Delivered, Failed)

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Troubleshooting

Issue	Solution
Module does not appear after upload	Refresh the page; verify the ZIP file is not corrupted
Activation fails	Check your license key for typos; verify internet connectivity
Migration errors	Ensure your database user has CREATE/ALTER permissions
SMS not sending	Verify your SMS gateway is configured correctly (see Configuration)

Important Notes

• One license per domain -- each Concord CRM installation requires its own license
• SMS costs -- sending messages incurs charges from your SMS gateway provider; the module itself does not charge per message
• Backup first -- always back up your database before installing or updating modules