Double the Power, Double the Response: How SMS + Email Messaging Help You Win More Clients

In the schedule-driven world that we live in, email follow-up alone doesn’t cut it anymore. You send a beautifully crafted message, wait a few days, maybe follow up once more… and still get nothing but radio silence. It’s not you. It’s the inbox.

Today’s leads are drowning in emails. Somewhere under the promotions, reminders, and social updates your thoughtful follow-up is buried between a coupon from their local car wash and a “Sorry I missed you” message from a software demo they forgot they signed up for.

Here’s the thing: your prospect probably did want to connect. They just forgot. They got busy. Life happened.

That’s exactly why smart accounting firms are no longer choosing between email or SMS - they’re using both. When you combine the reliability of email with the immediacy of text messaging, you create a system that gets attention and drives action. And Cajabra CRM was built to make that process not just possible, but incredibly easy.

Why One Message Isn’t Enough Anymore

The average email open rate in most industries is around 34%. If you’re a little lucky and have a great subject line, maybe you can push that higher. But that still means more than half of your prospects aren’t even seeing what you send.

Now compare that to SMS, where the open rate sits at around 98%. Most text messages are read within three minutes. Think about that. While your email is politely sitting in someone’s inbox, your SMS has already been read, acknowledged, and maybe even responded to.

And when you use email and SMS together? You increase your odds of making contact, building trust, and turning a lead into a client.

When to Use Email, When to Use SMS

Email is fantastic for depth. Use it when you need to explain your process, share a proposal, walk through pricing, or send a longer piece of educational content. It gives your firm a chance to position itself as a credible, trustworthy expert.

SMS is best for immediacy. It’s ideal for reminders, short nudges, scheduling confirmations, or quick check-ins. A well-timed text can serve as a gentle tap on the shoulder saying, “Hey, just wanted to make sure you saw that proposal I sent”, without feeling intrusive.

When done right, the combination of the two creates a seamless experience for your lead. They get the value of thoughtful, personalized communication with the speed and ease they’ve come to expect in every other part of their life.

How Cajabra CRM Makes This Effortless

Most CRMs make email and SMS feel like two completely different systems. You either need to duct-tape tools together or toggle between five tabs just to send one follow-up sequence. With Cajabra CRM, it’s all in one place - because that’s how it should be.

First, Cajabra lets you build workflows that include both email and SMS messages. You can create sequences based on how a lead comes in. For example, someone downloads your lead generator, and they immediately get an email with your helpful resource. Five minutes later, they receive a text that says something like, “Hey, just sent you a quick guide on write-offs. Let me know if you have questions.” The prospect feels seen, the experience is smooth, and no one on your team had to lift a finger in real time.

Second, every message (whether it’s an email or a text) flows into the same all-in-one inbox. That means your team can view the entire conversation history in one place, so they always have context before responding. It’s like having a running thread with each client that follows them from first touch to onboarding, without anything slipping through the cracks.

Cajabra also includes customizable templates that sound like they came from a real human. You can write your own or use our built-in ones as a starting point. Either way, you’ll never sound robotic or generic. And with automation built into every message, you can personalize follow-ups based on service type, lead source, or where they are in your sales pipeline.

Best Practices for Messaging with Purpose

As with any communication, the goal is to be helpful, not annoying. Keep your SMS messages short, direct, and friendly. Avoid sending texts outside regular business hours, and always give the recipient a clear next step. For emails, be sure to personalize the greeting, focus on just one topic per message, and close with a strong call to action.

The magic happens when both channels work together. Email lays the groundwork, builds trust, and delivers value. SMS keeps the relationship warm and responsive. Used in tandem, they increase open rates, reduce lead drop-off, and help your firm close more deals with less effort.

Stop Sending One Message and Hoping for the Best

If you’re only using email in your follow-up process, you’re missing out on opportunities. If you’re trying to follow up manually using your personal phone, you’re definitely missing out, and putting your professionalism at risk.

Cajabra CRM is built specifically for accounting professionals who need a better way to follow up, nurture leads, and look polished in the process. It combines the power of email and SMS under one roof, with automation and customization designed to save your time and sanity.

If you want more engagement, more conversions, and a follow-up system that doesn’t burn you out, Cajabra CRM is the tool for the job.

Ready to see it in action?Book a quick demo and we’ll show you how to put SMS and email to work - together.