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Redtail Technology > News > Integrations > New integration with RingCentral!

New integration with RingCentral!

Category: Integrations
Redtail Blog Feature Graphic - Integration News

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ABOUT RingCentral  “RingCentral is a leading global provider of cloud-based business communications and collaboration solutions that seamlessly combine phone, messaging, video meetings, and contact center. RingCentral empowers customers with AI-powered conversation intelligence, which unlocks insights from interaction data to accelerate business outcomes. With decades of expertise in reliable and secure cloud communications, RingCentral has earned the trust of millions of customers and thousands of partners worldwide. Visit ringcentral.com to learn more.

WHAT ARE THE INTEGRATION POINTS BETWEEN RINGCENTRAL AND REDTAIL CRM? 

The RingCentral Unified CRM extension for Redtail not only embeds a fully functional webphone into Redtail, making it easier to connect and communicate with customers and clients, but it also helps keeps Redtail and RingCentral in sync by automatically logging calls in Redtail, prompting agents for call disposition, adding notes, and more.

DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.

2371-OAT-8/28/2023

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.