Messaging & SMS Automation
The APEX messaging hub is where your team runs all of its text messaging in one place: a shared two-way SMS inbox, bulk and drip sends, scheduled messages and drag-and-drop workflows. Workflows text at the right time with the right message, with AI drafting and compliance checks built in.
Built for the way insurance teams sell.
One Inbox, Whole Team
Two-way conversations, shared assignments, and quick replies. Every text your team sends or receives — in one place.
Workflows That Work
Triggers, delays, branches, and AI-generated copy. Build the sequence once and let it run for every new lead.
Compliance Built-In
TCPA, 10DLC, opt-outs, quiet hours, DNC scrubbing — all handled automatically so you stop worrying and start sending.
| Feature | APEX | HubSpot | Salesforce | Manual |
|---|---|---|---|---|
| Native two-way SMS | ✓ | Add-on | Add-on | ✗ |
| Visual workflow builder | ✓ | Email-first | Email-first | ✗ |
| AI message composer | ✓ | Limited | Limited | ✗ |
| Multi-number pools | ✓ | ✗ | ✗ | ✗ |
| 10DLC + TCPA managed | ✓ | DIY | DIY | ✗ |
| Time to first send | Same day | Weeks | Weeks | Hours each |
Everything you need, nothing you don't.
Two-way texting
Real-time SMS conversations with shared inbox, assignments, and quick replies.
Bulk + drip
Send personalized broadcasts and multi-step drip campaigns with throttling and stop rules.
AI generator
On-brand text drafts in seconds with safety language pre-checked.
Scheduled + timed
Schedule sends, restrict to business hours, and respect contact local time.
The whole messaging stack, in one place.
Book a walkthrough — we'll show you the inbox, the builder, the AI, and the analytics on a single screen.