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Automating Customer Texting for a Contractor CRM at Scale.

From manual follow-ups to a fully automated SMS engine. Logiciel partnered with a US-based construction and home services CRM to build event-driven text notifications for appointments and billing, replacing hand-typed reminders with six ready-to-use automations across web and mobile.

Built for subscriber scale. Engineered for carrier-grade reliability.

Build with Us See the Impact
6
Default Automations Shipped
6
Automated Touchpoints Per Job
2
Platforms: Web + Mobile
~4 Months
Concept to Production
Client profile

Who we built it for.

Company
Leap CRM
Industry
Construction / Home Services SaaS
Trigger event

The platform needed to replace manual, error-prone customer texting with automated SMS that fires on appointment and billing events, without mixing automated and human conversations.

The challenge

What stood in the way.

Customer communication was manual across every touchpoint:

01

Manual Appointment Reminders

Office staff texted every homeowner by hand, leading to missed reminders and no-shows.

02

Untracked Invoice Follow-Ups

Due dates were tracked manually across hundreds of open invoices, slowing cash flow.

03

Inconsistent Messaging

Each team member wrote their own texts, with no standard tone or branding.

04

No Automated SMS Channel

The highest-engagement channel stayed manual while rival CRMs offered automated texting as standard.

Why they chose Logiciel

A partner proven at scale.

01

A dedicated team already embedded in the product's codebase and release cycle.

02

Full-stack delivery across Laravel, React web and Flutter mobile.

03

Hands-on experience with communication APIs and real-world carrier constraints.

04

Safe, feature-flag-gated rollouts for live subscriber accounts.

The solution

How we built it.

Layer 01
Notification Settings & Template Builder
Trigger, template and cadence in one setup.Smart Fields with live preview and test sends.Six default templates seeded to every account.
Layer 02
Event-Driven Messaging Engine
Immediate or timed sends, before or after events.Consent, timezone and job-status checks before every send.Auto-rescheduling when appointments or invoices change.
Layer 03
Twilio Delivery & Message Visibility
Dedicated system number, separate from human threads.Carrier warm-up handling for newly provisioned numbers.Automated history on web and Flutter, marked with a robot icon.
Results & impact

What shipping it actually changed.

Reminders on Autopilot

Appointment and billing reminders now go out with no office staff involvement: three automated touchpoints per appointment (on booking, the day before and the same day) and three per invoice (on send, before the due date and after it is overdue), up from zero.

Consistent, On-Brand Communication

Six professionally written default templates went live in every subscriber account at launch, so admins can switch on automation in minutes instead of writing messages from scratch.

Production-Ready Rollout

Shipped behind a feature flag and globally enabled for all subscribers, with default templates seeded safely to existing accounts and automated threads kept cleanly apart from human conversations.

Strategic partnership

More than a project.

01

Embedded Team

Logiciel's backend, web and mobile engineers worked as part of the client's product team, from design through launch.

02

Trusted Delivery

38 tickets planned, built and hardened, with carrier and timezone edge cases fixed before they reached customers.

03

Built for the Long Term

A centralized cadence model and system-user architecture make new triggers and channels simple to add.

Why it matters for tech leaders

A blueprint for scaling without chaos.

Proves event-driven automation can ship inside a live product without disrupting users.
Shows how to handle real-world SMS carrier constraints, not just the happy path.
Demonstrates consistent feature delivery across web and mobile in a single release.
Validates feature-flag rollouts as a safe path to launch for every subscriber.
Build to last

Have a similar problem to solve.

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