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

https://www.agilecrm.com/pricing

Free For 2 users – Sign Up Today

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