Download - RingCentral Integration - Agile CRM
CRM Integratio
n
RingCentral CRM Integration
Get caller-to-lead technology
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
Know Your Caller
• View your caller’s history on your screen while on the call
• Get your caller information directly on your answering screen
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
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
Add RingCentral to Agile CRM NOW
Click here for setup guide:https://www.agilecrm.com/resources/
RingCentral-Integration.pdf