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Set Up Text Messaging in GloveBoxCRM

 

Text messaging is a powerful way to stay connected with your clients inside GloveBoxCRM. To get started, you’ll need to set up an SMS number, ensure TCR compliance, and configure your forwarding preferences. This article will walk you through the process step by step.

Step 1: Understand TCR Compliance

Before you can send texts, you must be TCR compliant. TCR (The Campaign Registry) is a legal requirement in the U.S. for businesses that send text messages. It ensures that:

  • Clients have given explicit consent to receive texts from your agency.

  • Messages are verified as non-spam before being delivered.

How to become compliant:

  1. Go to Edit Agency in GloveBoxCRM.

  2. Select TCR Registration.

  3. Fill out the form with your agency’s details.

  4. Submit the form and wait for approval (this can take days or weeks).

⚠️ Pro Tip: Add a checkbox on your website contact forms that says clients agree to receive text messages from your agency. This helps prove compliance.

Step 2: Set Up an SMS Number

Each user in GloveBoxCRM needs their own SMS number. These numbers cannot be shared between users.

  1. Go to your profile in GloveBoxCRM.

  2. Click Set Up SMS Number.

  3. Search for available numbers in your preferred area code.

  4. Select the number you want and complete the setup.

Step 3: Configure Forwarding

Once your SMS number is active, you can set up a forwarding number so that incoming calls are redirected.

  • Enter the phone number where calls to your GloveBoxCRM SMS number should forward.

  • Multiple users can share the same forwarding number, or each user can set their own.

  • Notifications will also be sent to this forwarding number.

Step 4: Using Existing Numbers

In some cases, it’s possible to bring your existing number into GloveBoxCRM (if your carrier allows SMS hosting with Twilio). Keep in mind:

  • Once the number is moved, all texts will route into GloveBoxCRM—not to your phone’s native messaging app.

  • Many agencies prefer keeping their current carrier number and adding a new GloveBox SMS number for CRM use. This way, you keep normal texting on your phone while using GloveBoxCRM for campaigns and automations.

Step 5: Optional Integrations

GloveBoxCRM integrates directly with Lightspeed Voice. This allows:

  • Automatic logging of call recordings as notes in CRM.

  • “Call pop” functionality, where the contact record appears on screen when a client calls your number.

Key Takeaway

To set up text messaging in GloveBoxCRM, you’ll need:

  • TCR compliance approval to legally send texts.

  • A unique SMS number for each user.

  • Forwarding preferences set to manage calls.

While you can port in existing numbers, most agencies benefit from setting up new GloveBox SMS numbers to keep texting and CRM automations seamless.