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RingCentral Integration - Agile CRM

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RingCentral integration in Agile CRM helps with lead management and call management within the CRM.

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RingCentral Integration - Agile CRM

  1. 1. CRM Integration
  2. 2. RingCentral CRM Integration Get caller-to-lead technology
  3. 3. RingCentral + Agile • Know your caller before accepting the call • Fill out contact’s profile instantly while on call • View customer history and information during the call • Create and new leads directly on the CRM while on call with the prospect
  4. 4. Know Your Caller • View your caller’s history on your screen while on the call • Get your caller information directly on your answering screen
  5. 5. https://www.agilecrm.com/pricing Free For 2 users – Sign Up Today
  6. 6. Instant Notification • Use in-app and HTML5 notification to complete caller’s profile in Agile CRM • Get instant display links to complete caller’s profile
  7. 7. Create Leads • Add lead’s information directly in the CRM while on call with the prospect • Create a new lead right in the CRM while on call with the prospect
  8. 8. Add RingCentral to Agile CRM NOW Click here for setup guide: https://www.agilecrm.com/resources/RingC entral-Integration.pdf

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