RingCentral integration in Agile CRM helps with lead management and call management within the CRM.

1. CRM
Integration

2. RingCentral CRM Integration
Get caller-to-lead technology

3. 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

4. Know Your Caller
• View your caller’s
history on your
screen while on the
call
• Get your caller
information directly on
your answering
screen

5. https://www.agilecrm.com/pricing
Free For 2 users – Sign Up Today

6. 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

7. 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

8. Add RingCentral to Agile CRM
NOW
Click here for setup guide:
https://www.agilecrm.com/resources/RingC
entral-Integration.pdf