QuickSMS

Keep Clients in the Loop with QuickSMS

QuickSMS expands the capability of intelliflo office to send SMS directly to your clients — all with a clear audit trail back into intelliflo office.

Why QuickSMS?

  • Seamlessly integrated
    QuickSMS sits right inside the Client Actions menu in intelliflo office. No switching between apps, no copy-pasting numbers — just click, type, and send.
  • Respects your clients’ preferences
    Marketing preferences are automatically checked before every message is sent, so you’ll never accidentally contact a client who has opted out.
  • Reliable delivery, powered by Twilio
    Twilio is a trusted, enterprise-grade messaging platform used by businesses worldwide, giving you peace of mind that your messages are in safe hands.
  • Automatic audit trail
    Once a message is delivered to your client’s carrier — Telstra, Optus, Vodafone, or others — that confirmation is pushed straight back into the client record in intelliflo office. A complete audit trail, with no manual re-entry required.
  • Smart number formatting
    We automatically sanitise all Australian mobile numbers, so regardless of how your data was captured, numbers are formatted correctly for delivery — no manual fixes needed on your side.

How Does It Work?

Upon installation, all users will see “Send SMS via QuickSMS” as an action in the Client Actions menu.

Clicking on this navigates you to the QuickSMS app, bringing in your current client’s details — and most importantly, their mobile numbers and marketing preferences.

The rest is as you’d expect:

  1. Select the mobile number you’re messaging
  2. Enter your text
  3. Press Send

Your clients can be easily kept in the loop, and you have an audit trail to refer back to whenever you need it.

Make It Personal — Branded Sender Name

Want your clients to see your practice name instead of a generic mobile number?

After installation, we can register a sender name of up to 11 characters — for example, ABC Wealth — that appears as the From value on every SMS you send. A simple but effective way to make every message feel on-brand.

Pricing

Simple, transparent pricing on a per tenant basis:
$40 (+GST) per month — includes up to 200 SMS per month

  • Additional SMS beyond your monthly quota are charged at just 15 cents per SMS (up to 160 characters), billed the following month

Because pricing is per tenant, every user in your organisation gets access to QuickSMS — no additional per-user cost.

If you wish to get in touch with QuickSMS please contact [email protected]