// MODULE: EMAIL & SMS INTEGRATION

Automated Communication, Your Way—Email, SMS, or Both

The Email & SMS Integration module lets you automate system messages, send manual communications, and track delivery—ensuring template-based consistency. It extends CRM / Contact Logs with advanced messaging logs, subscriber-specific routing, and a new Message Subscriber contact type for server configurations.

Core Features

Template System: Create paired or individual templates for both email and SMS delivery
Automation Triggers: Password resets, project alerts, credential renewals, and custom event hooks
Scheduling Tools: Draft messages, schedule future sends, and prevent accidental dispatches
Bulk & Targeted Sends: Reach all users or specific roles/groups with dynamic segmentation
Delivery Tracking: View history of sends, opens, clicks, and failure logs across channels
Error Management: Capture delivery errors with retry workflows and diagnostic feedback

Used In

System-wide alerts and notifications
Credential expiration and compliance reminders
Work order or task status updates
Welcome/onboarding sequences and security workflows

Optional Integrations

👤 CRM / Contact Logs – Centralize messaging logs and configure per-subscriber server settings
🎓 Certifications – Automate renewal notices and certificate distributions
🛠 Work Orders – Notify technicians and managers of assignment changes and completions
📈 Custom Reporting – Report on message volumes, delivery rates, and engagement metrics
📅 Scheduling & Dispatch – Trigger reminders based on scheduled events or service windows

Server Configuration & Customization

Subscriber Routing: Route each message through subscriber-defined SMTP or SMS gateways (requires Subscription Management module)
Admin Control: Manage email and SMS credentials at the system level
Tenant Isolation: Allow subscribers to configure and use their own messaging servers (requires Subscription Management module)
Twilio & API Support: Pre-integrated with Twilio for SMS; additional APIs supported on demand