Send texts and make calls directly from your CRM. Every conversation — inbound and outbound — lives in a single thread per contact. No more switching between your phone and software.
98%
SMS open rate vs 22% for email
Twilio
Enterprise-grade messaging infrastructure
1 thread
Every call, text, and email in one place
When your reps text homeowners from personal phones, you lose visibility, lose the conversation history, and lose the contact when the rep leaves. CompanySync gives every rep a business number — all tracked, all logged, all owned by your company.
Every rep gets a dedicated local business number powered by Twilio. All texts and calls route through CompanySync and are logged automatically.
Set up multi-step drip sequences triggered by lead status, pipeline stage, or time elapsed. Day 1 follow-up, Day 3 check-in, Day 7 offer — all automatic.
All outbound and inbound calls are tracked and optionally recorded for training and dispute resolution. See which reps are making calls and which aren't.
Every text, call, email, and note from a contact lives in one chronological thread. Any rep can pick up where another left off without losing context.

Don't start from scratch. CompanySync includes proven SMS templates for every stage of the roofing sales cycle.

SMS and calling are included in every CompanySync plan. Start free today.
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