Case Study: Credilife improves customer service and HubSpot SMS tracking with Text Request

Text Request helps us keep all our SMS records updated inside HubSpot

Credilife, a financial services company offering credit and financial wellness counseling, needed a texting platform that could integrate with HubSpot and keep contact records updated every time they sent a message. Text Request stood out because its HubSpot integration let users of any level reply as themselves while syncing SMS activity back into HubSpot.

Using Text Request’s HubSpot integration and SMS Chat, Credilife automated weekly reminder texts, monthly check-ins, and client plan snapshots, while also adding a website chat widget for easier support. The result was a better customer experience, more responsive communication, and a single, textable business number that helped consolidate customer service in one place.

Credilife

Brian Del Terzo

Co-Founder and Program Director