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RingCentral Compatible Contact Manager: Best Choice?
Tags: integrations
Mar 30, 2019 at 5:35pm   •   1 replies  •  0 likes

U.S. RingCentral user. RingCentral resources defines "many" CM or CRM compatible choices. We have iMacPro computers, currently with two users. Various wonderful software evaluation sites help; but cannot narrow our search based on our needs: (1) simplicity to enter contact data at time of first RC app phone call (address, email, phone and dated notes), then,(2) tracking future email communications, then (3) capability of printing email history, then (4) it would be nice to have seamless (mergeable) document creation if addition of custom fields is possible. But, the main point is "ease of data entry" at time of first phone call and later, without having complicated multi-screen (add-on) procedures. Our corporation will not become very large in the future.

We appreciate your sharing your opinion and realize this is a very use-specific request; but our use is definitely not needing complicated marketing management, "pipelines" etc!

PS: We do not need so much power that an in-house IT employee is needed...such as many say is optimal with Salesforce.

1 Answer
answered on Jul 29, 2020 at 9:11pm  
I would give some consideration to Hubspot CRM.  It is free and there is Chrome plugin that is currently being developed.  Hubspot does a great job of tracking contacts and communication.  It has pipelines and deals, etc. but you don't need to use them.


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