RingCentral CRM Extension
The RingCentral CRM extension is a powerful tool that integrates a fully-functional web phone into supported CRM platforms. Developed by RingCentral, this extension aims to streamline sales processes and improve efficiency for salespeople. With the CRM extension, users can easily click on any phone number to make calls or send SMS messages. It also allows for seamless synchronization of call history with the CRM platform, scheduling meetings, and adding custom call disposition notes.
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One of the key features of the RingCentral CRM extension is its support for various CRM platforms. Currently, it supports popular platforms such as Pipedrive, Insightly, Clio, and Redtail. If your preferred CRM platform is not on the list, you can submit your idea to the RingCentral Ideas portal for consideration.
Please note that the RingCentral CRM extension is part of the RingCentral Labs program, which means it is a community project and not an official product. While it is free to use, it is not officially tested or documented. For support, users are advised to consult the project's GitHub Issues message boards.
