Overview

ReadySMS is a full-featured SMS platform built for businesses that need reliable, high-volume text messaging at competitive rates. It plugs directly into your CRM so every text, reply, and opt-out is tracked in one place.

Key capabilities:

• Single and bulk SMS sending with personalization
• Shared inbox for two-way conversations
• CRM with pipeline management, lead scoring, and list scrubbing
• SMS Blasts with A/B testing and Smart Send
• Drip sequences with time-delay automation
• Real-time analytics: delivery rates, carrier breakdowns, number health
• Sub-account management for agencies
• Auto-rebill so you never run out of credits
• Browser-based power dialer with queue-based calling and call recording
• Speed-to-Lead mode for real-time lead follow-up
• Agent management with barge, whisper, and listen monitoring
• Webhook ingest to push leads directly into the dialer queue

Installation

ReadySMS is available directly from the marketplace. Installation takes under two minutes.

1. Open the marketplace and search for "ReadySMS".
2. Click Install on the ReadySMS listing.
3. Authorize the connection when prompted. This grants ReadySMS permission to send and receive SMS on your behalf.
4. Select the sub-account(s) you want to connect.
5. Once installed, ReadySMS appears in your sidebar. Click it to open the dashboard.

Initial Setup

Before sending your first message, you need to complete 10DLC registration and provision a phone number. This is required by US carriers to ensure deliverability.

Step 1: Register Your Brand

Navigate to Settings → 10DLC and fill out your business details:

• Legal business name
• EIN (Employer Identification Number)
• Business industry and type
• Business address
• Contact information

Step 2: Register a Campaign

A campaign describes how you will use SMS messaging. ReadySMS simplifies this process:

• Describe your business and messaging use case
• ReadySMS's AI automatically generates your opt-in page, privacy policy, and terms of service
• Review and submit for carrier approval

Approval typically takes 1-3 business days.

Step 3: Buy a Phone Number

Once your campaign is approved:

1. Go to Settings → Phone Numbers.
2. Enter your preferred area code (e.g., 657, 949, 310).
3. ReadySMS will provision a local 10-digit number instantly.
4. The number is automatically linked to your approved campaign.

Sending SMS

Single Message

To send a one-off text message:

1. Go to the Call/Text tab in the dashboard.
2. Select your From Number from the dropdown.
3. Enter the recipient's phone number in the To field.
4. Type your message in the composer. The character counter shows segment count in real time.
5. Click Send Message.

Replies from the recipient appear in your Conversations inbox automatically.

Bulk Sending

For sending to multiple contacts at once, use SMS Blasts (covered in detail in the SMS Blasts section). You can also use the Call/Text tab to send to contacts selected from your CRM.

Personalization

Use merge fields to personalize each message:

• {first_name} — contact's first name
• {last_name} — contact's last name
• {name} — contact's full name
• {company} — contact's company name

Example: "Hey {first_name}, just wanted to check in about your property on Main St..."

Understanding Segments

A segment is a 160-character portion of an SMS message. Messages longer than 160 characters are split into multiple segments:

• 1-160 characters = 1 segment
• 161-320 characters = 2 segments
• 321-480 characters = 3 segments

The character counter in the message composer shows the exact segment count before you send, so there are no surprises.

AI Message Writer

The AI Message Writer helps you craft high-converting SMS messages in seconds. Instead of staring at a blank screen, describe what you want to say and let AI do the writing.

How It Works

1. Click the AI Writer button in the message composer (available in Call/Text and SMS Blasts).
2. Describe your message intent in plain English. For example: "Follow up with a homeowner about selling their house, friendly tone, mention we buy as-is."
3. The AI generates 3 optimized message variations with different tones and angles.
4. Click any suggestion to use it. Edit further if needed.

Conversations

The Conversations tab is your shared inbox for all two-way SMS communication. Every inbound reply from a contact appears here in real time.

Features

• Unified inbox — all conversations from all phone numbers in one view
• Real-time updates — incoming messages appear instantly, no refresh needed
• Contact context — see the contact's name, tags, pipeline stage, and notes alongside the conversation
• Quick replies — respond directly from the inbox with the full message composer
• AI-assisted replies — use the AI Message Writer to generate responses
• Message status indicators — see delivered, read, and failed statuses at a glance

Filtering Conversations

Use the filter bar to narrow conversations by:

• Unread / All
• Phone number (if you have multiple numbers)
• Date range
• Contact tags or pipeline stage

CRM & Contacts

ReadySMS includes a built-in CRM to manage your contacts, track engagement, and keep your lists clean.

Contact Management

• Import contacts via CSV upload or sync from your CRM
• Add contacts manually one at a time
• Custom fields for storing additional data (address, property type, etc.)
• Tags for segmentation and organization
• Notes attached to each contact for team collaboration

Pipeline

Track contacts through your sales or outreach process with a visual pipeline. Default stages include:

• New Lead
• Contacted
• Engaged
• Qualified
• Converted

Drag-and-drop contacts between stages, or let automations move them based on message activity.

Lead Scoring

ReadySMS automatically scores contacts based on engagement signals:

• Replies — contacts who respond get higher scores
• Response time — faster replies indicate higher intent
• Message opens — tracked engagement
• Opt-out requests — lower the score automatically

Use lead scores to prioritize follow-ups and filter your blast recipients.

List Scrubbing

Keep your lists clean and compliant with built-in scrubbing tools:

• Landline detection — automatically identifies and flags numbers that cannot receive SMS
• DNC (Do Not Call) check — cross-references against known DNC lists
• Duplicate removal — finds and merges duplicate contacts
• Invalid number detection — flags disconnected or malformed numbers

SMS Blasts

SMS Blasts let you send a single message to hundreds or thousands of contacts at once. This is your tool for campaigns, announcements, and mass outreach.

Creating a Blast

1. Go to SMS Blasts and click "+ New Blast".
2. Name your campaign (internal only, contacts won't see this).
3. Write your message. Use merge fields like {first_name} for personalization.
4. Select your recipients: all contacts, specific tags, pipeline stages, or a custom filter.
5. Choose your sending method: Send Now, Schedule for a specific date/time, or enable Smart Send.
6. Review the estimated segment count and cost, then confirm.

Smart Send

Smart Send is ReadySMS's AI-powered delivery optimization. Instead of blasting everyone simultaneously, it learns when each contact is most likely to respond and staggers delivery into optimal windows.

Example: If John typically replies between 5-7 PM and Sarah responds best at 10 AM, Smart Send delivers John's message at 5:30 PM and Sarah's at 10:15 AM.

A/B Testing

Test different message variations to find what resonates with your audience:

1. When creating a blast, click "Add Variation" to create a B message.
2. Write an alternative version of your message.
3. Set the test split (e.g., 50/50 or 20/80).
4. ReadySMS sends each variation to a portion of your list and tracks reply rates.
5. After the test period, view results in the Blast detail page to see which version won.

Drip Sequences

Drip sequences let you send a series of automated messages over time. Set it up once, and ReadySMS handles follow-ups automatically.

Creating a Drip Sequence

1. Go to Drip Sequences and click "+ New Sequence".
2. Name your sequence and set the trigger (e.g., new contact added, tag applied, manual enrollment).
3. Add messages to the sequence. For each message, set:
   • Delay — how long to wait before sending (e.g., 1 day, 3 days, 1 week)
   • Message content — the SMS to send, with merge field support
   • Send window — restrict sending to business hours only (optional)
4. Set exit conditions: automatically stop the sequence if the contact replies, opts out, or reaches a specific pipeline stage.
5. Activate the sequence.

Sequence Management

• Pause / Resume — pause a sequence without losing progress; contacts resume where they left off
• Edit live sequences — changes apply to new enrollees only; existing contacts continue the original version
• Performance stats — track delivery rate, reply rate, and opt-out rate per step
• Manual enrollment — add individual contacts or bulk-enroll from a tag or filter

Power Dialer

The ReadySMS Power Dialer is a browser-based voice dialer built directly into your account. Make outbound calls to leads in a queue — no separate software or hardware required. Calls use WebRTC in your browser.

Features Included

• Queue-based dialing — agents click "Next Lead" and the system serves the next contact automatically
• Call recording — all calls recorded by default
• Voicemail drop — leave a pre-recorded message with one click
• Call transfer — blind and warm transfers
• 3-way conferencing — add a third party to any live call
• Manager monitoring — barge, whisper, and listen on any agent's call
• Auto-text rules — trigger an SMS automatically based on call disposition
• Call logging with CSV export

Plans

Plan	Price	What's Included
Free	$0/mo	1 agent (owner only), 1 line, 500 minutes/mo included, $0.06/min after. All core features.
Pro	$29/agent/mo	Up to 3 agents, 3 concurrent lines, unlimited minutes at $0.05/min.
Team	$69/agent/mo	Unlimited agents, 5 concurrent lines, $0.0375/min. Includes Speed-to-Lead.

Dial Campaigns

A dial campaign is the engine that drives your dialer queue. It defines which contacts to call, how many attempts per contact, calling hours, and which agents can work it.

Creating a Campaign

1. Go to Campaigns → Dial Campaigns tab.
2. Click "New Campaign".
3. Configure the settings below and click Create Campaign.

Campaign Settings

• Name — internal label for your reference
• List — the dialer list to pull leads from (create lists first under Contacts → Lists)
• Assigned Agents — restrict which agents can work this campaign (leave empty for all agents)
• Speed-to-Lead — serve the newest leads first (Team plan required)
• Max Dials — maximum call attempts per contact before skipping (default: 3)
• Cooldown — minutes to wait between attempts on the same number (default: 30)
• Start/End Time — daily calling window (e.g., 8:00 AM – 8:00 PM)
• Caller IDs — which phone numbers to use as outbound caller ID

How the Queue Works

When an agent clicks "Next Lead", the system:

1. Finds the active campaign assigned to that agent.
2. Queries for contacts that haven't exceeded max dials, aren't on DNC, aren't reserved by another agent, and have cooled down.
3. Reserves the lead for 5 minutes and initiates the outbound call.

If no leads are available, the agent sees "No leads available."

Dialer Lists

Dialer lists are collections of contacts that you dial through in a campaign. A list must exist before you can attach it to a campaign.

Creating a List

1. Go to Contacts → Lists tab.
2. Click "New List".
3. Give the list a name and optional description.
4. Click Save. The list starts empty.

Importing Contacts via CSV

1. On the Lists page, click "Import CSV".
2. Select which list to import into.
3. Upload a .csv file. Columns are mapped automatically.

Supported columns: phone (required), first_name, last_name, email, address, city, state, zip, source.

Speed to Lead

Speed to Lead is a dialing mode where the newest leads in your list are called first. When a new lead comes in via webhook, they jump to the front of the call queue.

How It Works

Normally, the dialer serves leads with the fewest dial attempts first (oldest leads first). With Speed to Lead enabled, the sort order flips to newest first. When a new contact is pushed in via webhook, they become the first lead served.

If a contact already exists and comes in again, their timestamp updates — they jump back to the front.

Setup

1. Upgrade to the Team plan ($69/agent/mo).
2. Create or edit a dial campaign.
3. Toggle "Speed to Lead" ON.
4. Assign a list and set up a webhook to push leads in real time.

Dialer Agents

Agents are sub-users under your account who log in separately and access only the dialer-relevant parts of the dashboard.

Plan Requirements

• Free: 1 agent (the account owner only)
• Pro: Up to 3 agents ($29/agent/mo)
• Team: Unlimited agents ($69/agent/mo)

Inviting an Agent

1. Go to Settings → Team.
2. Click "Invite Agent".
3. Enter the agent's email, first name, and last name.
4. Set permissions: Can Transfer, Can View Scripts, Max Lines.
5. Click Send Invite. The agent receives login credentials.

What Agents Can See

• Dashboard, Conversations, Contacts/CRM, Lists, Segments, Reports, Dial Logs, Callbacks

What Agents Cannot See

• Campaign management, Billing, 10DLC Registration, Settings, Integrations

Caller ID

Your outbound caller ID is the phone number that appears on the prospect's phone. Caller IDs are pulled from your purchased phone numbers under Settings → Phone Numbers.

Assigning Caller IDs

1. Create or edit a dial campaign.
2. Expand "Advanced Settings".
3. Select one or more numbers in the "Caller ID Numbers" field.
4. Save. If multiple numbers are selected, the system rotates through them.

Dispositions

A disposition is the outcome you assign to a call after it ends. Dispositions drive queue logic and trigger automated follow-ups.

Default Dispositions

• No Answer — prospect did not pick up
• Schedule Callback — prospect asked to be called back
• Voicemail — you left a voicemail
• Hangup < 15 sec — call connected but ended quickly
• Hangup < 2 min — short conversation
• Conversion — deal closed or goal achieved
• Interested / More Info — prospect is warm
• Wrong Number — number belongs to someone else
• DNC - Do Not Call — prospect asked not to be called
• Not Interested — prospect declined

How Dispositions Affect the Queue

• Wrong Number / DNC: contact is permanently excluded from the queue
• Callback: a callback reminder is automatically created
• Conversion / Interested: counted toward conversion stats

Custom Dispositions

Add your own under Settings → Dialer Dispositions. Choose a name and category (success, neutral, fail, or callback).

Auto-Text on Disposition

Set up rules to automatically send an SMS when a specific disposition is selected. Uses your ReadySMS SMS credits.

Callbacks

A callback is a scheduled reminder to call a prospect back at a specific time.

How Callbacks Are Created

• Automatic: When an agent sets a "callback" disposition, a reminder is created (default: 1 hour from now)
• Manual: Create from the Callbacks tab with contact info, reminder time, and notes

Managing Callbacks

Callbacks appear under Dial Campaigns → Callbacks, sorted by reminder time (soonest first). Each shows contact name, phone, scheduled time, notes, and which agent created it.

• Acknowledge — mark as seen without dismissing
• Dismiss — remove from the active list
• Search and filter by contact name, phone, or date range

Dialer Webhooks

Push new leads directly into your dialer queue from any CRM, landing page, or automation using webhooks.

Authentication

All webhook endpoints require an API key. Generate keys under Settings → Dialer Webhooks.

• Header: X-API-Key: wh_your_key_here
• Or query param: ?api_key=wh_your_key_here

Endpoints

Base URL: https://api.readysms.io

• Generic: POST /dialer-leads/webhook — required: phone. Optional: first_name, last_name, email, address, city, state, zip, source, campaign_id, list_id
• GoHighLevel: POST /dialer-leads/webhook/ghl — handles GHL's nested contact format
• HubSpot: POST /dialer-leads/webhook/hubspot — handles HubSpot's properties format
• Flexible: POST /dialer-leads/webhook/generic — tries every common field name variant

Dialer DNC List

The DNC (Do Not Call) list contains phone numbers that will never be dialed by the queue.

How Contacts Get Added

• Automatic: When an agent sets a "DNC" or "Wrong Number" disposition
• Manual: Add numbers from the DNC management page
• CSV upload: Bulk upload a CSV of phone numbers

Removing from DNC

Find the number in the DNC list and click remove. The contact becomes eligible for the queue again.

Analytics

ReadySMS provides detailed analytics so you can monitor performance, optimize campaigns, and maintain healthy sender reputation.

Usage Reports

The Usage Reports dashboard shows:

• Messages sent — total messages and segments over any date range
• Delivery rate — percentage of messages successfully delivered
• Reply rate — percentage of messages that received a response
• Opt-out rate — percentage of contacts who unsubscribed
• Cost breakdown — total spend by day, week, or month
• Credits remaining — current balance with projected depletion date

Number Health

The Number Health panel monitors each of your phone numbers for deliverability issues:

• Health score — overall rating (Good, Fair, Poor) based on carrier feedback
• Spam reports — number of recipients who flagged your messages
• Carrier blocks — any carriers that are filtering your messages
• Recommendations — actionable suggestions to improve deliverability

Carrier Breakdown

See how your messages perform across different carriers:

• AT&T, T-Mobile, Verizon — delivery rates per carrier
• Regional carriers — smaller carrier performance
• Failure reasons — why specific messages failed (invalid number, carrier block, etc.)

This data helps you identify carrier-specific issues before they affect your overall deliverability.

Billing & Credits

Pricing Tiers

ReadySMS uses volume-based pricing. The more you send, the lower your per-segment rate:

Tier	Monthly Volume	Per Segment
Starter	0 - 50,000 segments/mo	$0.0084
Growth	50,001 - 500,000 segments/mo	$0.0059
Enterprise	500,001+ segments/mo	As low as $0.0028

One-time 10DLC setup: $35 at brand submit, covers brand + campaign + phone deposit.

Additional monthly fees:

• Brand registration: $10/month
• Campaign registration: $20/month per campaign

Power Dialer Pricing

The power dialer is billed separately from SMS credits. See the Power Dialer section for full plan details.

• Free: $0/mo — 500 minutes included, $0.06/min after
• Pro: $29/agent/mo — $0.05/min metered
• Team: $69/agent/mo — $0.0375/min metered, includes Speed-to-Lead

Purchasing Credits

Credits can be purchased from Billing → Buy Credits. Select a package or enter a custom amount. Payment is processed via your saved card on file.

Auto-Rebill

Never run out of credits mid-campaign. Auto-Rebill automatically purchases credits when your balance falls below a threshold you set.

Configure it in Billing → Auto-Rebill:

• Threshold — trigger when balance falls below this amount (e.g., 1,000 credits)
• Rebill amount — how many credits to purchase (e.g., 50,000)
• Monthly cap — optional maximum spend per month

Payment Methods

ReadySMS accepts all major credit and debit cards (Visa, Mastercard, American Express, Discover). Manage your payment methods in Billing → Payment Methods.

Sub-Accounts

If you manage multiple businesses or clients, sub-accounts let you keep everything organized under one ReadySMS login.

How Sub-Accounts Work

• Each sub-account has its own contacts, phone numbers, conversations, and billing
• Switch between sub-accounts from the dropdown in the top navigation
• Sub-accounts are connected to individual locations in your CRM
• Credits and usage are tracked separately per sub-account

Managing Sub-Accounts

• Add a sub-account — go to Settings → Sub-Accounts and connect a new location
• Switch accounts — use the account switcher in the top navigation bar
• Shared phone numbers — optionally share a phone number across multiple sub-accounts

Settings

The Settings page lets you configure your account, manage integrations, and customize your ReadySMS experience.

General

• Account name and business details
• Timezone — controls scheduled send times and analytics
• Default from number — pre-select your primary phone number

10DLC

• View brand registration status
• View campaign registration status and trust score
• Submit new brand or campaign registrations

Phone Numbers

• Buy new phone numbers
• View active numbers and their assigned campaigns
• Release numbers you no longer need

Integrations

• Connect to your CRM
• Configure webhook endpoints for real-time event notifications
• API access for custom integrations

Compliance

• Opt-out keywords — customize the keywords that trigger automatic opt-out (STOP, UNSUBSCRIBE, etc.)
• Opt-in confirmation — toggle automatic opt-in confirmation messages
• Quiet hours — prevent messages from being sent during specified hours (e.g., 9 PM - 8 AM)

Integrations

ReadySMS connects to anything — no-code tools, your own backend, or an AI agent. Pick the path that matches what you're building. The full step-by-step reference lives in docs/INTEGRATIONS.md; the highlights are below.

Frequently Asked Questions

How long does 10DLC approval take?

Brand registration is usually approved within 24 hours. Campaign registration typically takes 1-3 business days. In some cases, carriers may request additional information, which can extend the process to 5-7 business days.

Can I send MMS (picture messages)?

ReadySMS currently supports SMS (text) messages. MMS support for images and media is on our roadmap and coming soon.

What happens if a contact replies STOP?

ReadySMS automatically handles opt-outs. When a contact texts STOP (or any configured opt-out keyword), they are immediately removed from all future messaging. Their DND (Do Not Disturb) status is updated in your CRM, and they will not receive any further messages from your account. This is required by law and cannot be overridden.

Can I use ReadySMS with my existing CRM workflows?

Yes. Once installed, ReadySMS becomes your SMS provider. All existing automations, workflows, and triggers in your CRM that send SMS will automatically use ReadySMS. No workflow changes are required.

Is there a free trial?

Every new account receives 2,500 free SMS credits upon sign-up. This lets you test the platform, send real messages, and evaluate deliverability before purchasing additional credits.

What is a segment and how is it counted?

A segment is a 160-character portion of an SMS message. Messages under 160 characters count as 1 segment. Longer messages are split: 161-320 characters = 2 segments, 321-480 characters = 3 segments, and so on. The character counter in the message composer shows the exact segment count before you send.

Do unused credits roll over?

Yes. Purchased credits never expire and roll over month to month. Your credits remain in your account until they are used.

Can I port my existing phone number?

Yes, number porting is supported. Contact our support team at support@readysms.io to initiate a port request. The process typically takes 2-4 weeks depending on your current carrier.

Is ReadySMS TCPA compliant?

ReadySMS provides the tools you need for TCPA compliance: automated opt-in/opt-out handling, consent tracking, quiet hours, and DNC list checking. However, compliance is ultimately your responsibility. Ensure you have proper consent before messaging contacts.

What do I need to start using the power dialer?

Just click the phone icon in the bottom-right corner of your dashboard. The Free plan gives you 1 agent, 500 minutes/month, and all core features with no credit card required. To add agents or enable Speed-to-Lead, upgrade to Pro or Team from the Dialer Billing tab.

Can I use the dialer and SMS features together?

Yes. The dialer and SMS platform are fully integrated. You can set up auto-text rules that send an SMS based on call dispositions, push leads into dialer lists via the same CRM webhooks, and manage all contacts from a single CRM. Dialer minutes and SMS credits are billed separately.

How does Speed-to-Lead work?

Speed-to-Lead flips the dialer queue order so the newest leads are called first. When a lead arrives via webhook, they jump to position #1. This ensures your agents reach fresh leads within seconds. Speed-to-Lead requires the Team plan ($69/agent/mo).

How do I cancel my account?

You can cancel at any time from Settings → Account. Remaining credits are non-refundable but will remain available if you reactivate. Monthly fees (brand and campaign registration) stop billing at the end of your current billing period.