Text2Sale

Text2Sale is an AI lead follow-up CRM for insurance agents and sales teams.

Website: https://text2sale.com

What Text2Sale does

Text2Sale brings lead follow-up into one workspace:

• Mass SMS campaigns and two-way texting
• AI text replies and lead qualification
• AI appointment setting with Google Calendar workflows
• Manual, power, and predictive dialing
• AI receptionist for inbound calls
• CSV lead import and contact management
• Drip sequences and campaign analytics
• STOP suppression, quiet hours, and 10DLC workflow tools

Key product pages

• AI appointment setter: https://text2sale.com/ai-appointment-setter
• AI receptionist for insurance agents: https://text2sale.com/ai-receptionist-for-insurance-agents
• Predictive dialer for insurance agents: https://text2sale.com/predictive-dialer-for-insurance-agents
• Insurance lead follow-up software: https://text2sale.com/insurance-lead-follow-up-software
• Reactivate old insurance leads: https://text2sale.com/reactivate-old-insurance-leads
• Mass texting CRM: https://text2sale.com/mass-texting-crm
• Pricing: https://text2sale.com/pricing

Customer activation pipeline

After a customer subscribes and submits their business details, the application can automate compliance-site setup, business registration, messaging registration, and phone-number activation.

1. Website – a compliance site is generated from the customer's details.
2. Business registration – submitted after the compliance site is available.
3. Messaging registration – filed when business registration is approved.
4. Phone number – purchased and attached when the messaging campaign is approved.

lib/messaging-driver.ts handles the workflow and lib/activation-pipeline.ts maps status into the Admin activation view.

Environment configuration

Variable	Purpose
CRON_SECRET	Authorizes scheduled jobs.
MESSAGING_AUTOBUY=true	Allows the activation driver to purchase phone numbers.
VERCEL_API_TOKEN, VERCEL_PROJECT_ID, VERCEL_TEAM_ID	Domain automation.
TELNYX_API_KEY, TELNYX_MESSAGING_PROFILE_ID	Messaging and telephony.
STRIPE_SECRET_KEY, STRIPE_WEBHOOK_SECRET	Subscriptions and wallet payments.

Pay-first rules

Supplier purchases are tied to eligible paid or comped accounts. Phone numbers and domains debit the customer's wallet before the supplier call and are refunded if the order fails.

Support

[email protected]