Credilife offers credit and financial wellness counseling for our clients. We needed our contact records to stay updated inside HubSpot every time we sent a text, but couldn’t find any SMS platforms that offered a proper integration.
Most SMS platforms only allow texts to be sent from contact owners inside HubSpot. Text Request stood out to us on the HubSpot marketplace, because it lets users of any level respond to texts as themselves and updates our records accordingly.
We primarily text our clients reminders and check-ins related to their financial wellness. It’s common for us to send a message like “How was your spending this week?” or “Did you go outside your budget?”
Our team reviews all our clients’ files on a monthly basis, then sends them check-in texts to make sure they’re sticking to their debt plans. They also get a weekly snapshot of their plan texted to them, which we automate with Text Request's HubSpot integration.
We even added Text Request’s SMS Chat widget to our website, since text is how our clients most prefer to reach us. SMS Chat allows clients to start text conversations with us directly from our homepage, which makes providing customer service simple.
Email inboxes are overwhelming for our clients, but texting isn’t. Our clients are also way less likely to answer our calls, but they’ll always respond to a text, especially since it’s not interruptive to what they’re doing.
Text Request also made our current business number textable, so it’s easy to consolidate all our customer service to one place, which clients prefer.
