CRM/
Messaging

Every text, email and portal message, on the deal where it belongs.

Trove messaging gives your team one shared inbox for texting from your own number, email from your own mailbox, and the customer portal. Nothing lives in a rep's phone, and nothing gets lost when someone is out.

Two-way texting
Gmail, Outlook and IMAP
Works on phones
Messages · Maria Lopez · Lakeview 2860
Hi Jordan, we loved the Lakeview. Can we do a Saturday walkthrough?
SMS · 9:14 AM
Absolutely. 10am works at the Loxley lot. I'll text the address.
SMS · 9:20 AM
Attached your saved design and the spec sheet for Saturday.
Email · 9:22 AM
Delivered · also posted to customer portal

One conversation, three channels

  1. 1

    A buyer reaches out

    Texts, emails and portal messages from a known contact thread into the same conversation, matched by phone or email.

  2. 2

    Your team replies anywhere

    Answer from the CRM on desktop or phone, or from the RingCentral app. Either way it lands on the deal.

  3. 3

    Pick the channel per message

    Send by text, email or portal in any combination. Channels a contact cannot receive are greyed out.

  4. 4

    Nothing falls through

    Mine and Unassigned tabs, a Needs response filter, per-teammate unread state and alerts by email or text.

Texting

Text from the number your customers already know

Connect RingCentral and send texts from your dealership's own line, with calls logged automatically. Or use a Trove toll-free number through Twilio. Either way, every message is on the deal.

  • Native RingCentral texting with click-to-call, automatic call logs and 90 days of history synced in
  • Texts sent from the RingCentral mobile app are swept into the CRM
  • Picture messages are saved as documents on the deal
  • Sent, Delivered and Not delivered status on every text, and STOP replies are honored automatically
Texting · (251) 555-0148
Here's a photo of the lot where the home would go.
SMS · Sat 4:02 PM
lot-photo.jpg saved to Documents
Perfect, plenty of room for the 28x60. I'll have a site plan for you Monday.
SMS · Sat 4:10 PM
DeliveredSent from your RingCentral numberCall logged · 6 min
Connected mailbox

Your real inbox, inside the CRM

Connect Gmail, Google Workspace, Outlook, Microsoft 365 or any IMAP mailbox. Threads with known contacts sync in both directions and link to the deal automatically.

  • Reply, reply-all, cc and bcc with drafts that save as you type
  • Attach up to 10 files from the deal's documents without re-uploading
  • Read state stays in sync with your mail provider
  • Optional open tracking and a rich signature editor
Email · jordan@yourdealership.com
Re: Lakeview 2860 pricing
Maria Lopez · linked to deal automatically
Opened
Loan documents
D. Whitfield · 2 attachments
Needs reply
Site plan draft
The Nguyens · draft saved
Gmail / WorkspaceOutlook / Microsoft 365IMAP
Shared inbox

Built for a sales floor, not a single rep

Managers see every conversation. Reps see theirs plus the unassigned queue. A teammate's mail threads are visible but read-only, so coverage never turns into confusion.

  • Mine and Unassigned tabs with search, sort by latest customer reply and a Needs response filter
  • Mark a thread unread for yourself without affecting teammates
  • Full-screen conversation layout on phones
  • CRM roles can hide the Messages or Email tabs for specific users
Messages · Maria Lopez · Lakeview 2860
Hi Jordan, we loved the Lakeview. Can we do a Saturday walkthrough?
SMS · 9:14 AM
Absolutely. 10am works at the Loxley lot. I'll text the address.
SMS · 9:20 AM
Attached your saved design and the spec sheet for Saturday.
Email · 9:22 AM
Delivered · also posted to customer portal

Also in the box

Message templates

Team or personal templates with merge tags, published to email, messages or both.

Customer portal

Every thread is shared with the buyer's portal, so they can read the history and reply without hunting for an email.

Notifications

In-app alerts, a daily digest and per-event email or text alerts, throttled to one per deal every 15 minutes.

Activity feed

Messages, email threads and notes with @mentions on one timeline per deal and contact.

Mobile first

A full-screen conversation view on phones so reps can answer from the lot.

Consent and compliance

Opt-in and opt-out tracked per channel, 10DLC registration handled, STOP honored everywhere.

Frequently asked questions

Give your sales floor one inbox.

We connect your RingCentral or mailbox during onboarding and import the history, so day one already has context.

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