One inbox for every conversation
Email, Phone, and SMS
Call, text, and email candidates without leaving Trialflow — every interaction logged automatically to the right record.
What you get
- Two-way email and SMS from a single inbox
- Click-to-call with automatic logging
- Unified conversation thread per participant
- Reusable templates and quick replies
Why it matters
Reach people the way they prefer to be reached. Two-way email and SMS plus click-to-call keep every conversation in one place, so any coordinator can pick up exactly where the last one left off.
See it in action
Email, Phone, and SMS, inside Trialflow
FAQ
Email, Phone, and SMS questions, answered
Do I need a separate phone system or email provider?+
No. Calling, texting, and email run inside Trialflow. If your team already uses providers like Twilio for messaging or Resend for email, you can connect those so outreach goes out from numbers and addresses your candidates recognize.
Are calls, texts, and emails logged automatically?+
Yes. Every interaction is captured on the participant’s timeline the moment it happens — no copy-pasting notes or remembering to log a call afterward.
Can multiple coordinators share one conversation?+
They share a single unified thread per participant. Anyone on the team can see the full back-and-forth across email, SMS, and calls and pick up exactly where the last person left off.
Is two-way SMS supported?+
Yes. Candidates can reply to your texts and their responses land right back on the conversation thread, so coordinators can have real conversations instead of sending one-way blasts.
Can I save templates and quick replies?+
Reusable templates and quick replies let you send consistent, on-message responses in a couple of clicks, with personalization filled in automatically from the participant’s record.
How do you handle opt-outs and messaging compliance?+
Opt-outs are honored automatically and the contact is suppressed from further messaging. Combined with delivery tracking, this helps your team stay aligned with TCPA and similar consent requirements.
Which plans include phone and SMS?+
Email outreach is available on every plan. Click-to-call and two-way SMS are included starting with the Growth plan.
See Email, Phone, and SMS in action
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