Send & Receive SMS/Text messages in Exelare – using RingCentral

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Making and
receiving business calls from cell phones is a VoIP standard practice. But what
about business texting? Exelare has gotten a head start on exploring this new
realm with RingCentral Business SMS, which allows its users to send and receive
texts and calls using one RingCentral number directly from Exelare.

  • You have one business number that supports
    voice and text messages.
  • Send and receive 1,000-character messages to
    and from RingCentral extensions or 10-digit mobile numbers.
  • Message colleagues, clients or candidates
    with your business identity — from your Exelare.
  • Users can reply back to the SMS/Text via Exelare
    (chat window) directly.
  • Collaborate more effectively by
    communicating in a single text thread.
  • Instant Incoming SMS popup in Exelare

Send & Receive SMS/Text from Exelare – using RingCentral

  1. Select a Candidate or Client in
    Exelare.
  2. On the top menu items, click the
    drop-down next to “Send” and choose “SMS/Text Message” => Selected Candidate.

Send & Receive SMS/Text messages in Exelare - using RingCentral
3. Type your Text Message or click on
“SMS Text” button to choose your text file and click on Send.

Send & Receive SMS/Text messages in Exelare - using RingCentral
4. When a candidate replies to your SMS. You would see an instant popup message of the SMS/Text in the bottom right corner of Exelare.

Send & Receive SMS/Text messages in Exelare - using RingCentral
5. Clicking on the popup will open
Exelare RingCentral SMS/Text window. Here you can see the conversations sent and received in the past.

Send & Receive SMS/Text messages in Exelare - using RingCentral
6. Received / Sent SMS gets added as a NOTE to the contact / candidate automatically.

Send & Receive SMS/Text messages in Exelare - using RingCentral

  1. Search your contact or candidate by Name or
    Phone number inside Exelare RC Chat window. This shows all the previous text history with the selected record. Also, you can enter a new text and hit the blue send icon.
    Send & Receive SMS/Text messages in Exelare - using RingCentral8. You can reply back to the SMS from
    Exelare RingCentral SMS/Text window itself.

Send & Receive SMS/Text messages in Exelare - using RingCentral
9. RingCentral Incoming Call Pop Up:

Once you have RC integration. If someone calls you on your RC number. Then you will get a pop up with corresponding matched record inside Exelare. For further details please watch the below video.

To open the Exelare RingCentral SMS/Text Window (manually)

  1. In Exelare, click on
    Settings->RingCentral Settings.
  2. Click on “Open RC SMS” will open the SMS
    conversations window.

Send & Receive SMS/Text messages in Exelare - using RingCentral