Communications
Reach leads and clients by phone, text, email, and calendar — all from inside the CRM.
Setting Up Your CRM for Calling and Texting
Register and verify your CRM phone numbers for outbound calling and texting, and see roughly how long each step takes.
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Calls & Dialer
Set up and run the CRM's Smart Dialer, caller ID, call tracking, and AI transcription.
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Texting & SMS
Text clients from the CRM, from messaging-number setup through TCPA and A2P compliance.
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Email
Send, receive, and automate email in the CRM, including blasts and the AI email writer.
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Calendar & Scheduling
Use the CRM calendar, self-serve meeting links, and two-way calendar and email sync.
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How to Use the Inbox
Browse, filter, and bulk-update all your leads and cases from the CosmoLex CRM Inbox.
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