TargetCRM Documentation

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Messenger and Customers

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  • Reviews and social links
    • Reviews and social links
  • Send and receive texts
    • Send and receive texts in Messenger
    • Attachments and links
    • Quick messages and opt-out rules
    • Organize conversations (filters, unread, archive, merge)
    • Search and start new conversations
    • Text to Pay (IDEAL + Gravity/TargetPay)
    • Texting and automated texts from IDEAL
  • Video calls
    • Video calls with customers
  • Notifications And Email Settings
    • Notifications and email settings
  • Customers and data access
    • Customers and data sync
    • Inventory look up (wholegoods and parts)
    • Orders look up
    • Configure key settings (Signature, Customer Sync, Autoresponder, Quick Messages, Payments, Departments, Widget)
  • Mobile app — Messenger, Customers, Inventory
    • Mobile app — Messenger, Customers, Inventory
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  3. Messenger and Customers
  4. Video calls

Video calls

Articles

  • Video calls with customers

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Updated on November 24, 2025
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Automations &
Visibility

  • Automation
  • Orders
  • Mobile app
  • Analytics and User Activity

Surveys and
Reviews

  • Create a New Survey
  • broadcast loyalty survey
  • Survey alerts
  • Troubleshoot surveys

Broadcasts &
Customer Groups

  • Create a broadcast
  • Manage SMS/MMS Broadcast
  • Build customer groups
  • Scheduled Broadcasts

Messenger and
Customers

  • Target CRM Sign-In
  • Send and receive texts
  • Notifications & Email Settings
  • Video calls

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