SMS Consent & Opt-In Policy

Painless CRM — SMS compliance and consent practices for A2P 10DLC messaging

Overview

Painless CRM is a specialized CRM and order-management platform used by home-service dealers (awning installers, motorized screen contractors, window covering professionals, etc.). Our platform enables dealers to communicate with their customers via SMS in two categories:

Customer Care / Transactional — appointment reminders, order updates, customer support, quote follow-up, service notifications
Marketing / Promotional — promotional offers, seasonal deals, and special announcements (requires separate express consent)

SMS messaging through Painless CRM requires consumer consent. Customer care / transactional messages may be sent only with the consumer's documented consent or in response to a consumer-initiated inbound text. Marketing/promotional messages require a separate express opt-in. We do not send messages to consumers who have not consented.

Each messaging program is operated by the dealer's business. Painless CRM provides the technology platform. Painless CRM does not independently initiate messages to consumers.

Example: Customer-Facing Opt-In Form

Below is an example of a compliant opt-in form that a dealer using Painless CRM would present to their customers. Both checkboxes are unchecked by default, requiring the customer to actively opt in. Customer care consent and marketing consent are collected separately.

Request a Free Estimate

[Dealer Name] — powered by Painless CRM

Full Name

Phone Number

Both SMS opt-in checkboxes are unchecked by default and must be actively selected by the end user to provide express consent. Marketing consent is separate and optional.

By checking this box, I agree to receive customer care / transactional SMS messages from [Dealer Name] powered by Painless CRM, including appointment reminders, order updates, scheduling confirmations, and customer support. Message frequency varies. Message and data rates may apply. Reply STOP to unsubscribe. Reply HELP for help. Consent is not a condition of purchase. View our Privacy Policy and Terms of Service.

(Optional) By checking this box, I agree to receive marketing/promotional SMS messages from [Dealer Name] powered by Painless CRM, including promotional offers, seasonal deals, and special announcements. Message frequency varies. Message and data rates may apply. Reply STOP to unsubscribe. Reply HELP for help. Consent is not a condition of purchase. View our Privacy Policy and Terms of Service.

Dealers must not send marketing/promotional messages unless the consumer has opted in to marketing.

Demo only — does not submit

How Consent Is Captured in Painless CRM

Painless CRM is a B2B platform — our customers are dealers, not end consumers. Dealers collect SMS consent from their customers through their own channels. Consent may be obtained via:

Web forms — Dealers embed opt-in checkboxes on their websites and landing pages (as shown in the example above)
Lead providers — Third-party lead sources that collect consent on behalf of the dealer
Written consent — Signed paper forms or documented written agreements
Verbal consent — Consent given over the phone, documented by the sales representative
Customer-initiated — The customer texts the dealer first, initiating the conversation

When consent information is recorded in Painless CRM, the following data is captured:

Customer care consent — Whether the contact has opted in to customer care / transactional SMS
Marketing consent — Whether the contact has separately opted in to marketing / promotional SMS
Consent method — How consent was obtained (web form, written, verbal, or customer-initiated)
Timestamp — The exact date and time consent was recorded
Recorded by — The user or sales representative who documented the consent

Consent Rules

Customer Care / Transactional messages: may be sent only with the consumer's documented consent or in response to a consumer-initiated inbound text.
Marketing / Promotional messages: may be sent only with the consumer's express consent to receive marketing texts.
Purchased, rented, or scraped contact lists and unsolicited cold outreach are prohibited.
Imported contacts are not opted in by default. Dealers must have documented consent before messaging.
The first outbound message should identify the dealer and include opt-out instructions.

Important: Imported leads are NOT automatically opted in to SMS messaging. The default consent status for all new contacts is "not consented." SMS opt-in is only enabled when documented proof of consent exists.

Example: Internal Lead Intake Form

Below is an example of Painless CRM's internal lead intake form as used by dealer sales representatives. The SMS consent fields ensure that consent status and method are explicitly captured for every contact.

Add New Lead

Painless CRM — Internal lead intake

Name *

Phone Number

Lead Source

SMS Consent

Customer care SMS consent (appointment reminders, order updates, support) Marketing / promotional SMS consent (optional, separate)

Consent Method

Consent Timestamp

Notes

Example of Painless CRM's internal lead intake form with SMS consent fields. Demo only — does not submit.

Message Types & Opt-Out

SMS messages sent through Painless CRM fall into two categories, each requiring its own consent:

Customer Care / Transactional (requires customer care opt-in)

Customer support and service requests
Quote and lead follow-up after customer inquiries
Appointment reminders and scheduling confirmations
Order status updates and delivery notifications
Service notifications and post-installation follow-up

Marketing / Promotional (requires separate marketing opt-in)

Promotional offers, seasonal deals, and special announcements

Marketing/promotional messages are sent only to recipients who have provided express consent to receive marketing texts. Marketing consent is separate from customer care consent and is optional.

Opt-Out

Reply STOP to unsubscribe from all messages. Reply HELP for help. You may also reply CANCEL, END, QUIT, UNSUBSCRIBE, OPTOUT, or STOPALL. Opt-out requests are processed immediately. After opting out, you will receive a one-time confirmation and no further messages will be sent. Reply START or YES to resubscribe.

Program Operator

Each messaging program is operated by the dealer's business. Painless CRM provides the technology platform. Painless CRM does not independently initiate messages to consumers. For help, reply HELP to any message or email support@parablesoft.com.

The first outbound message to a customer should include business identification and opt-out instructions.

Message frequency varies. Message and data rates may apply. Reply STOP to unsubscribe. Reply HELP for help. Consent is not a condition of purchase.

Purchased, rented, or scraped contact lists and unsolicited cold outreach are prohibited.

Imported contacts are not opted in by default. Dealers must have documented consent before messaging.

This page provides example SMS opt-in language for Twilio A2P 10DLC compliance verification.

For questions, contact support@parablesoft.com.

Last updated: February 17, 2026