SMS Notification for RISE CRM

🏆 Title – SEO & Keyword-Rich

SMS Notification Module for RISE CRM – Twilio/Nexmo (Vonage), MessageBird, AWS SNS, Templates, Automation & Webhooks (GPL)

🚀 Overview

The SMS Notification for RISE CRM add-on delivers real-time text messages to staff and clients for key CRM activities: new leads, task updates, ticket replies, overdue invoices, project milestones, and more. Connect popular SMS gateways, compose dynamic templates, and map triggers—so your team never misses time-sensitive events.

Experience (real-world relevance): Built around common agency & SaaS workflows where email alone isn’t enough—payment reminders, SLA alerts, on-site job dispatch, and OTP/verification flows reduce churn and response times.

Target users: Agencies, MSPs, service companies, finance & field teams using RISE CRM who need reliable, auditable mobile notifications.

✨ Key Features

• Multi-Gateway Support – Twilio, Vonage (Nexmo), MessageBird, AWS SNS, and generic HTTP/REST webhooks.*
• Event Triggers – Lead created/assigned, task/kanban changes, ticket created/replied/closed, invoice issued/overdue/paid, estimate accepted, project status changes.
• Templated Messages – Variables for client name, amount, due date, project, ticket ID; per-language templates.
• Roles & Recipients – Notify assignees, project members, client contacts, or custom numbers; opt-in/opt-out flags.
• Rate Limits & Quiet Hours – Throttle bursts, set time windows, and suppress duplicates.
• Logs & Delivery Reports – Status callbacks, error reasons, retry options, CSV export.
• Automation – Map events → templates → gateway; conditional rules (amount > X, status = overdue).
• Localization – Multi-language support and regional sender IDs (where provider permits).
• Privacy & Compliance – Consent fields, unsubscribe keywords (if supported), and audit trail.

*Exact gateways depend on your package/release; custom drivers can be added via webhook/adapter.

⚙️ Technical Stack (Expertise)

• Platform: RISE CRM (CodeIgniter/PHP) add-on architecture.
• Backend: PHP 8.x compatible, cURL/HTTP clients, signed webhook handlers for delivery receipts.
• Database: MySQL/MariaDB tables for templates, triggers, logs, and provider credentials.
• Providers: Twilio/Vonage/MessageBird/AWS SNS REST APIs; custom HTTP gateway driver.
• Server: Nginx/Apache with PHP-FPM; outbound HTTPS required; cron for cleanup/report sync.

🧩 Installation Guide

1. Backup RISE CRM files & database.
2. Upload Add-on to the application/modules (or vendor) directory per docs.
3. Activate from RISE CRM Admin → Settings → Modules/Add-ons.
4. Configure Gateways – Add API keys, sender IDs, callback URLs (status webhooks).
5. Create Templates – Use variables like {{client_name}}, {{invoice_due_date}}, {{amount}}.
6. Map Triggers – Select events → recipients → template → gateway; set rate limits/quiet hours.
7. Test & Verify – Send test SMS, check logs and delivery webhooks before going live.

📦 Deliverables

• RISE CRM add-on source code (PHP/Views/Controllers).
• DB migrations for templates, triggers, logs, and provider settings.
• Gateway drivers (where included) + generic webhook driver.
• Documentation for install, configuration, and troubleshooting.
• Sample templates and callback URL examples.

📱 Supported Platforms

• RISE CRM latest stable versions (PHP 8.x recommended).
• Browsers: Modern Chrome/Edge/Firefox/Safari for admin UI.
• Gateways: Any supported SMS provider with HTTPS API access.

🧠 Notes

• License: Distributed under the GPL for lawful learning, testing, and redistribution.
• Customization Tips: Add OTP flows, per-project templates, language-based routing, and cost caps per client; enable DLT/Alphanumeric sender where required by local regulations.
• SEO Assurance: Semantic headings, concise copy, and schema.org SoftwareApplication microdata for better directory visibility.
• Experience: Mirrors production CRM ops—payment nudges, SLA alerts, and dispatch texts materially improve response rates.

👨‍💻 Original Developer Credit (Authoritativeness)

Please support the original developer and obtain official licenses, updates, and support from the marketplace:
CodeCanyon – Original Author’s Listing.

🔒 Disclaimer (Trustworthiness)

This is a GPL redistribution prepared for educational and archival purposes on GPL resource sites. We are not the original developer and provide no warranty or official support. Features and gateway availability may vary by release and region; validate in staging before production. For commercial use and guaranteed updates, purchase a valid license from the original author. All trademarks and brand names remain the property of their respective owners.