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/ Calls, texts & email
Partial

One-to-one texting from a rep's RingCentral line is live; bulk SMS is lightly used; Twilio texting is in development.

Reps text from their own number, and the record keeps the thread.

Boat dealership texting from your own number. One-to-one texts go out from the rep's own line with their signature, and inbound replies attach to the customer. Bulk texts use a separate sender with opt-outs excluded.

BoaterOS SMS campaigns: campaign count, total sent and failed with status per campaign
Bulk SMS campaigns
BoaterOS My Inbox on mobile: unified conversations sorted by needs follow-up with overdue flags (names and previews blurred)
Text thread in the inbox
/ What it does

Texts that belong to the customer record.

Boat dealership texting works when replies come back to the rep who sent the text. Direct texts use the rep's RingCentral line, so replies come back to that rep and the thread is saved on the lead or customer. STOP and START keywords are honored. Bulk SMS lets marketing search leads, exclude opted-out numbers and send a message from a configured mass-texting number. If a dealer is not on RingCentral, texting through Twilio is planned as its own module.

  • 1:1 texts from the rep's own RingCentral line with their signature
  • Threaded SMS on the lead, deal and customer, and in the inbox
  • Inbound rep-line texts arrive within seconds when the push connection is active
  • STOP opts a number out and START opts it back in
  • Bulk SMS: lead search, filters, automatic opt-out exclusion, a second consent check at send and per-recipient results
  • Twilio texting as a separate module: in development
/ How it works

Texting a customer

  1. 01

    Open the text box

    From a lead, deal, customer or the inbox.

  2. 02

    Send from your line

    The message goes out from your RingCentral number with your signature.

  3. 03

    The reply comes back to you

    It is threaded on the record and marks the lead contacted.

  4. 04

    For a campaign, use bulk SMS

    Search leads, pick recipients, see who was excluded for opt-out, and send from the configured number.

/ Proof
/ Communications logged

increase in calls and texts on the customer record. Texting alone: up 310%.

/ Honest limits

Read before you rely on it

Twilio texting is in development

BoaterOS sends through RingCentral today. A Twilio sender exists in the platform for dealers who are not on RingCentral, but it is not a live, proven module yet. Do not plan around it.

Bulk SMS is lightly used

It is built and deployed, but it has seen limited use so far. Treat it as available, not proven.

Bulk texts carry no rep signature

They send from one configured number in sequential batches and can take several minutes.

Each rep needs a line connected

A rep without a personal RingCentral credential falls back to their phone's text link, never the shared main line.

/ Questions

What dealers ask about this

Dealers see 68% more calls and texts logged and 310% more texts, mostly reps texting from their own lines, which the system now captures.

Texting is not available from BoaterOS today. Twilio texting is in development for that case.

STOP by text is honored automatically. Polled texts can take up to about half an hour to reflect; pushed rep-line texts arrive in seconds.

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