SMS Notification for RISE CRM

SMS Notification for RISE CRM

Send SMS notifications to your team members and customers via Twilio. You can send one-way SMS notifications. Please check the documentation about how to configure the plugin.
Setting up SMS notifications for RISE CRM typically involves integrating an SMS gateway service with the CRM system so that automated text messages can be sent to clients or team members based on certain actions or events. RISE CRM is a customer relationship management tool that helps businesses manage contacts, sales, and projects, and adding SMS notifications can improve communication with your clients.

Here’s a general guide on how you can set up SMS notifications for RISE CRM:

1. Choose an SMS Gateway Provider

To send SMS notifications, you'll need to integrate your CRM with an SMS gateway provider. Some popular SMS gateway services include:

• Twilio
• Plivo
• Nexmo (Vonage)
• ClickSend
• Textlocal

These services provide APIs that allow you to send SMS messages programmatically.

2. Create an Account with an SMS Provider

Sign up for an account with one of the SMS providers listed above. After creating an account, you will typically need to:

• Obtain API keys or token credentials.
• Set up a sender number (this may be a virtual number or a short code).

3. Integrate SMS Gateway with RISE CRM

Check if RISE CRM offers native SMS integrations. If it does, you should find an option in the CRM’s settings where you can input your SMS provider's API credentials (such as the API key, token, and sender number).

• Go to the CRM settings: Look for "Notifications," "Integrations," or a similar section in the RISE CRM dashboard.
• Enter API credentials: Input the API credentials from the SMS gateway service you chose earlier (such as Twilio or Plivo).

If RISE CRM does not offer a native integration, you may need to use tools like Zapier or Integromat (Make) to connect the SMS gateway with your CRM.