RingCentral’s customer call management features are now available within the 1CRM customer relationship management (CRM) platform.
1CRM already provides a wealth of information and powerful insights to business users, and when integrated with RingCentral, we now provide a more comprehensive view of customer interactions, in addition to smoother operational workflow.
Detailed Description:
1CRM for RingCentral seamlessly integrates business communications with CRM, so users can manage all their customer-related activities within a unified cloud platform.
- Single Click Dialing: Eliminate misdials and speed up the calling process by dialing your leads and customers from within 1CRM. Simply click on a phone number anywhere in the system using your desktop, tablet or mobile device.
- Screen Pop-ups for Incoming Calls: Receive screen pop-ups for incoming calls – automatically matched to existing contact records. With contextual access to your client’s activity and purchase history, you can be more prepared to take the call and ensure quality interactions. Save new callers as leads or contacts in 1CRM and save your Call-Actions (like adding notes, follow-up tasks) instantly from these pop-ups.
- Automatic Call Logging: Automatically log incoming and outgoing calls to client history with call time, date, duration and your notes.
- Simple Configuration: RingCentral integration is a standard feature of 1CRM – there are no add-ons to be purchased or installed, and no lengthy configuration. Setting up 1CRM for RingCentral is super simple. All you need to do is enter your RingCentral credentials into 1CRM and you are ready to make your first call. You can use Windows or Mac, iOS or Android.
The RingCentral integration represents one of several recent integrations for 1CRM.
Last month, 1CRM released version 7.8, along with integrations for Memotoo and Stripe.