Text clients — and log every reply

Two-way SMS built into Ezymigrate. Send reminders and updates, capture replies on the client file, and reach people on the channel they actually read.

  • Two-way SMS
  • Every reply logged to the case
SMS Messaging dashboard
Capabilities

Everything SMS Messaging can do

Reach clients fast and keep every message on the file — no separate texting app.

Send and receive SMS right from the client record — replies land on the case automatically.

Reach clients on the channel they actually read, for time-sensitive updates and reminders.

Send personalised texts in seconds with reusable templates and client merge fields.

Two-way texting
Ezy
Xero
Synced2 minutes ago
Messages that get read

Hi, can you help with a partner visa?

Of course — let’s get you booked in.

Amazing, thank you!

Type a message…
Templates & merge fields
Skilled Migrant · Priya S.72%
3 of 5 documents received
  • Passport & travel history
  • Qualifications assessed
  • Police certificate — chasing

Trigger SMS from Automation Flows for deadlines, appointments and key dates.

Every message and reply is saved to the client file, visible to your whole team.

Confirm and remind automatically, cutting no-shows for consultations.

Automated reminders
June 2026
MTWTFSS
12345678910111213141516171819202122232425262728
Visa expiry · R. Singh
Logged to the case
Skilled Migrant · Priya S.72%
3 of 5 documents received
  • Passport & travel history
  • Qualifications assessed
  • Police certificate — chasing
Appointment confirmations
Ezy AIToday
92/100
Cases progressed+18
At risk of delay2
Docs pending3
Impact

Why it matters

The real business impact of SMS Messaging for immigration advisers.

01

Messages that get read

SMS reaches clients fast, for the updates that cannot wait for email.

02

Fewer no-shows

Automated reminders and confirmations keep consultations on the calendar.

03

Nothing slips off the file

Every text and reply is logged to the case for the whole team to see.

Now with Sales Automation built in

Capture every lead and follow up automatically — without leaving your CRM. Two new systems ship first, each delivering value on day one.

STEP 01

AI Sales System & Messaging Unification

Knock Knock comes fully embedded inside Ezymigrate — see who's on your site, capture every enquiry, and unify every channel in one inbox.

  • Identify and capture every website visitor
  • One unified inbox across web, SMS & email
  • AI sales agent engages leads instantly
Book Demo
ezymigrate.co.nz

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26
STEP 02

Automation Flows

A visual workflow builder native to Ezymigrate — triggers, actions, outbound and booking. Everything you'd use a separate tool for, now inside your CRM.

  • Drag-and-drop trigger-action workflows
  • Automated outbound follow-up sequences
  • Built-in booking and calendar handoff
Book Demo
New enquiryTrigger
Auto follow-upEmail & SMS sequence
Book a callCalendar handoff

Ezymigrate Co-Pilot embedded in every screen, and Agentic Case Processing — part of our 2026 AI roadmap.

SMS Messaging
questions, answered

Get a free demo

Yes. You can send and receive SMS from the client record, and replies log to the case automatically.

Texts get read fast, which makes them ideal for time-sensitive reminders and updates.

Yes — templates with client merge fields let you send personalised messages in seconds.

Automation Flows can trigger texts for deadlines, appointments and key dates.

Every message and reply is saved to the client file, visible to your whole team.

Automated confirmations and reminders help keep consultations on the calendar.

Ready to see SMS Messaging in action?

Join hundreds of immigration advisers who run their practice on Ezymigrate.

Get a free demo