Every call, text and voicemail on the customer's file, with the transcript.
A unified inbox built on the phones you already run through RingCentral. Whoever picks up next knows what was said.
One inbox for every text, call and email.
For boat dealer call tracking and texting, each customer's calls, texts and email sit in one history. Reps call and text from their own RingCentral lines and email from their own Microsoft 365 mailboxes, and every message is logged without anyone typing a note.
- Texts from the rep's own line
- Email from the rep's own mailbox
- One history per customer
RingCentral and Microsoft 365 are required.
Phones and texts run through RingCentral. Staff sign-in, email and calendar run through Microsoft 365. If your phones are on another system, BoaterOS is not a fit as it stands.
Voicemails, written out.
Voicemails are transcribed and logged on the customer's record, so nobody replays a message three times.
A new caller on a tracked line becomes a lead.
With call tracking, an optional add-on, a tracked call becomes a lead with the source and recording attached. We report how many tracked calls are linked to a lead. We do not report how many were answered.
Every call and text has a name on it.
Because reps use their own lines, the record shows which staff member spoke with the customer. Block a solicitor once and never see them again.
Every feature in Calls and texts
- Unified inbox One inbox per rep for texts, calls, email and notes, merged into a single thread per person. Live
- Call tracking Tracked numbers create leads from unknown callers, with recordings, AI transcripts and no double entries. Live
- Texting 1:1 texts from each rep's own RingCentral line, plus bulk SMS. Twilio texting is in development. Partial
- Email Microsoft 365 mailboxes synced to the record, sent as the rep, plus a mass mailer from their own mailbox. Live
- Newsletters Build, AI-draft, schedule and measure email campaigns in the same system as your leads. Live
- Voicemail transcription Voicemails are captured with audio and transcribed, and land on the customer record. Live
- Communication history Every call, text, voicemail and email logged by person and staff member, searchable by admins. Live
- Automation controls One master switch and 29 named on/off triggers for every automated message. Live
From a working dealership.
of tracked marketing calls linked to a lead automatically.
of voicemails transcribed automatically onto the customer record.
increase in calls and texts on the customer record. Texting alone: up 310%.
increase in calls and texts tied to a named staff member.
What calls and texts do not do.
RingCentral is required
BoaterOS does not run on other phone systems today.
No answer rate
We do not claim calls were answered. The call-tracking service flags calls by its own measure, and that does not show a person picked up.
Transcripts are automatic
Not every voicemail is transcribed, and an automatic transcript can be wrong. The audio stays on the record.
Call tracking is optional
Without it, calls on your tracked lines are not linked to leads automatically.
AI routing is not live
Sorting inbound messages to sales, service or parts by AI is being tested in the background.
Questions you'd ask.
Yes. RingCentral runs phones and texts, and Microsoft 365 runs staff sign-in, email and calendar. Both are required.
Yes. Reps text and call from their own RingCentral lines, and the messages are logged on the customer record.
Yes, automatically, and the transcript is logged on the customer's record. About 90% of voicemails are transcribed.
No. Call tracking is an optional add-on. With it, a new caller on a tracked line becomes a lead with the source and recording attached.
No. It records and files them. People answer the phones.
Who uses it
Coming from another system?
The other parts
- Lead management One list of leads, the source on every one, and each call and text on the file.
- Inventory Type the boat once. One record drives your website, feeds and CRM.
- Website A dealer-owned site fed by your inventory, with a source on every lead.
- Reporting Live report pages, lead source on every lead, numbers that match the rows.
- Integrations What it runs on, what it can add, and what is not built.