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Client Onboarding Text Messaging Software

Streamline your client onboarding process with intelligent text messaging that keeps new customers engaged from day one. Textellent automates welcome sequences, coordinates document collection, and delivers timely check-ins that reduce drop-off rates.Build stronger relationships through personalized updates, instant support responses, and proactive communication that makes every new client feel valued throughout their entire onboarding journey.
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Achieve Effortless Client Onboarding With Text

Achieve effortless client onboarding with text by turning slow forms and missed calls into simple, guided conversations. With 98% of texts read within minutes and replies arriving up to 10x faster than email, your team can quickly collect documents, answer questions, and confirm next steps. Make sure every new client feels supported from the very first message.

Transform Client Onboarding With Intelligent Text Journeys

Accelerate your client onboarding process with intelligent text journeys that guide new customers through each step automatically. Replace lengthy paperwork and phone tag with conversational messaging that collects information, shares resources, and builds relationships instantly.Deliver a polished first impression while your team focuses on higher value work, knowing every client receives timely responses and clear direction from day one.

98%

of texts are read immediately

70%

of consumers want to text businesses

40%

of consumers said they have tried to text a business

Modernize Client Onboarding With Automated Text Workflows

Struggling with delayed responses and incomplete client intake? Automated text workflows eliminate bottlenecks by creating structured pathways that move prospects through verification, documentation, and setup stages without manual intervention. Your clients receive instant acknowledgment and personalized guidance at each milestone, while your operations team gains visibility into progress and potential roadblocks. This approach transforms scattered touchpoints into a cohesive experience that strengthens trust and reduces time to activation.

Everything You Need to Scale SMS

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Everything You Need to Text at Scale

  • Textellent Messenger

    The Textellent Messenger is a Chrome extension that lets your team text inside the apps you already use—no code, no tab-switching. View full conversation history, reuse approved templates and media, and keep replies organized in a shared inbox.

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  • Integrate SMS

    Textellent integrates with 800+ apps—CRMs, schedulers, forms, and payment platforms—so data flows in and texts go out at the perfect moment. Map fields once, tag contacts consistently, and keep systems in sync.

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  • Automations

    Turn common events into automatic SMS touchpoints: new leads, appointments, payments, status changes, and more. Build simple, rules-based flows that send the right text and follow-ups without manual work.

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  • Franchisor Module

    The Franchisor Module gives franchisors clear visibility across locations while empowering franchisees to execute consistent, on-brand texting that drives growth. Scale what works and spot where support is needed—fast.

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  • AI Rewriter & Translate

    Instantly polish your texts and translate them into different languages, making communication faster and more accessible.

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  • Mobile App

    Keep conversations moving on the go. The Textellent Mobile app brings your shared inbox to iOS & Android with real-time push notifications, quick-reply templates and media, conversation assignment, and full sync to your CRM—so nothing slips through when you’re away from your desk.

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Turn Texts Into Smooth Starts and Engaged Clients

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FAQs About Client Onboarding Text Messaging Software

How can text messaging streamline client onboarding workflows? −
Transform your onboarding process by automating welcome sequences, document requests, and milestone updates through SMS. Textellent eliminates manual follow-ups and keeps new clients informed at every stage. Your team saves hours while delivering a polished, professional experience from day one.
What makes SMS effective for collecting client information during onboarding? +
Text messages achieve response rates above 90%, making them ideal for gathering forms, signatures, and verification details quickly. Clients can reply instantly from their phones without logging into portals or checking email. Textellent tracks every interaction so nothing falls through the cracks.
Can onboarding messages be personalized for different client types? +
Absolutely. Segment clients by service tier, industry, or package and trigger customized message flows that match their specific journey. Textellent pulls data from your systems to personalize greetings, timelines, and next steps automatically. Each client receives relevant information without generic mass messaging.
Does Textellent support two-way conversations during onboarding? +
Yes. Clients can ask questions, request clarification, or report issues directly via text, and your team responds from a unified inbox. Textellent logs every conversation alongside client records so context is never lost. This interactive approach builds trust and resolves concerns before they escalate.
How do automated reminders improve onboarding completion rates? +
Scheduled nudges prompt clients to finish incomplete tasks like uploading documents or attending orientation calls. Textellent sends these reminders at optimal intervals based on your workflow design. Completion rates climb because clients receive timely prompts exactly when action is needed.
Can we track onboarding progress through text messaging analytics? +
Yes. Textellent provides dashboards showing delivery rates, response times, and completion metrics for each onboarding stage. Identify bottlenecks where clients drop off and refine your messaging to keep momentum strong. Real-time visibility helps your team intervene proactively when clients stall.