RingCentral CRM Extension
A RingCentral extension for CRM platforms
What is RingCentral CRM Extension?
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Other platforms
Summary
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
User reviews summary
Pros
- Great customer support
- Works well with Pipedrive
- Quick addition of new features
Cons
- Does not access Clio Contacts properly
- Issues with auto-logging calls to contact activity history in Insightly
- Some error messages reported
Most mentioned
- Great customer support
- Issues with Clio Contacts
- Integration with Insightly
- Works well with Pipedrive
Recent reviews
Safety
Risk impact
RingCentral CRM Extension may not be safe to use and it requires some risky permissions. Exercise caution when installing this extension. Review carefully before installing.
Risk likelihood
RingCentral CRM Extension is probably trust-worthy. Prefer other publishers if available. Exercise caution when installing this extension.
Screenshots
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