Features/Pipeline & CRM/SMS Automation
Pipeline & CRMGrowth+

SMS Automation

SMS Automation brings text message follow-ups into the same trigger-based system as Email Automation. Powered by Twilio, APEX sends compliant SMS sequences from your own number — no separate SMS platform to manage. Every message is opt-out compliant with automatic STOP handling.

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How it works

STEP 01
Connect your Twilio number
Link a Twilio phone number to APEX. SMS sends from that number so replies come back to you — not a shared short code.
STEP 02
Build SMS sequences
Create sequences of SMS messages with delays. Short, direct copy — Wanda can draft these for you based on your offer and sequence goal.
STEP 03
Automatic opt-out handling
Any STOP reply is immediately flagged and that contact is removed from all SMS sequences. Fully CAN-SPAM and TCPA compliant — APEX handles it automatically.
STEP 04
Reply tracking
Replies to your SMS come into APEX's inbox. You see the full conversation thread alongside the lead record and their ad attribution.

Use cases

1
Instant lead follow-up
New lead from a Meta form → APEX sends an SMS within 60 seconds. Response rates from instant SMS follow-up are 3-5x higher than email alone.
2
Appointment reminders
Leads that book a call get an SMS reminder 24 hours before and 1 hour before. No-show rates drop significantly with two-touch reminders.
3
Flash sale announcements to warm leads
Leads in your pipeline who haven't purchased yet are your warmest audience. An SMS with a 48-hour offer converts far better than email for time-sensitive promotions.

Also in Pipeline & CRM

Lead Pipeline
Leads flow from ad click directly into your built-in CRM. Kanban view with stage tracking, notes, and automated follow-up sequences.
GHL Sync
Two-way sync with GoHighLevel. Leads, contacts, and pipeline stages stay in sync automatically — no Zapier needed.
Email Automation
Trigger email sequences from ad events. New lead, form fill, purchase — APEX fires the right sequence at the right time.

Ready to use SMS Automation?

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