RingCentral CRM Extension

#3.91 / 11 rate

RingCentral CRM Extension

4,000 users

2023-02-24

RingCentral

Extension Information

5 star
62%
4 star
0%
3 star
0%
2 star
0%
1 star
38%

Supported Languages

Permissions

Description

A RingCentral extension for CRM platforms

Documentation: https://ringcentral.github.io/rc-unified-crm-extension/

Release notes: https://ringcentral.github.io/rc-unified-crm-extension/release-notes/

The RingCentral CRM extension embeds a fully-functional web phone into a set of supported CRM platforms. In addition, the CRM extension provides a deep integration with your RingCentral account to automate a number of key functions to help sales people save time and be more efficient. With the CRM extension users can easily click any phone number to call that number and send an SMS, synchronize their call history with their CRM platform, schedule meetings, enter custom call disposition notes, among a number of other things. The RingCentral CRM extension currently supports the following CRM platforms: Insightly, Redtail, Pipedrive, and Clio. Don't see your CRM in the list? Submit your idea to the RingCentral Ideas portal so that we can add support for it.

Supported CRM platforms: Pipedrive, Insightly, Clio, Redtail, Bullhorn

Disclaimer: RingCentral Labs is a program that lets RingCentral engineers, platform product managers and other employees share RingCentral apps they've created with the customer community. RingCentral Labs apps are free to use, but are not official products, and should be considered community projects - these apps are not officially tested or documented. For help on any RingCentral Labs app please consult each project's GitHub Issues message boards - RingCentral support is not available for these applications.

Reviews

Jonathan Fleming
Jonathan Fleming

Been a ringcentral since inception, our property management company could not live without it, thank you Ringcentral for another great app.

Sam Sanderson
Sam Sanderson

Enough of a reason on its own to keep RingCentral and insightly indefinitely, rather than switch for cheaper solutions or those sold as being tailored for our industry (recruitment).

Jaime White
Jaime White

Great Extension! Da Kong has been great in getting me answers and helping me get this set up. He even did a youtube video so I can use this in my onboarding! Super helpful and tool for Clio! Thanks!

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