Business Phone Service with Contact Management & Collaboration Included


Customer Relationship Management (CRM) is an approach to manage a company’s interaction with current and potential customers. It leverages software to analyze and track a customer’s interaction history with a company to improve business relationships, specifically to drive increased sales growth.

RingByName includes a suite of tools designed to allow businesses to nurture relationships with their clients and to streamline their business processes. The integrated Contact Manager allows RingByName to do much more than greet callers by their name. It allows teams to share notes, documents, view a history of interactions with any caller, and work collaboratively with customers.

What does this mean for your business? No lost notes, no forgetting to update the team on your conversation, and no misplaced documents. Just complete visibility for your team.

Enhanced CRM For Opportunity Tracking

Does your company need to streamline its sales processes without costly and complex software? The new advanced RingByName™ CRM focuses on Opportunity Management to help you track, plan, and analyze sales performance.

Enhanced CRM allows users to create, quantify, and track the value of their sales through your entire sales cycle. Create opportunities for your contacts, and track them from your initial pitch and qualification, through negotiation, and to the close of the deal.

Administrators can use the powerful CRM Reporting tools to view all sales opportunities by stage, identify where they came from, and identify trends based on historical performance.

You can access the new CRM from both the RingByName™ web and mobile applications for authorized users.

The new advanced Enhanced CRM is available as an addition to the contact management solution that RingByName™ already provides. CRM licenses can be purchased for only those users that require access to the CRM data. Priced at only $9.95 per license, RingByName Enhanced CRM is priced at just a fraction of other CRM solutions.

Some of the advantages of our built-in CRM features:

  • Quick Note Sharing
  • Emails, voicemail to text, text to speech
  • Logs all inbound and outbound voice calls
  • Activity tracking, event scheduling and integrated message alerts
  • Easily transfer your CRM contacts into the RingbyName app
  • Set “rules” for incoming calls – transfer important customers to designated phone numbers
  • Create a new opportunity and set an opportunity status*
  • Set the probability for making a sale and add price/cost*
  • Assign the next action to an opportunity*
  • Attach a file such as a quote or contract to an opportunity*

*These features may not be not available with all packages, but can be purchased separately by contacting us.