RingCentral CRM Extension | Supported CRM Platforms
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Extension summary
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.
User reviews
- Great support from Da Kong, who is responsive and helpful.
- Works well with Pipedrive, allowing easy access to contact information.
- New extension is better than the previous version.
- Issues with Clio integration, specifically not accessing contacts and logging calls.
- Delay in receiving support and solutions for integration problems.
- Occasional error messages and problems with auto-logging calls.
- Lack of contact integration with Clio.
- Responsive support from Da Kong.
- Improvements in the new extension compared to the old one.
User reviews
Extension safety
Risk impact
RingCentral CRM Extension requires a few sensitive permissions. Exercise caution before installing.
Risk likelihood
RingCentral CRM Extension is probably trust-worthy. Prefer other publishers if available. Exercise caution when installing this extension.
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