Centralized company contacts list

  • 0
  • 1
  • Idea
  • Updated 3 years ago

This conversation has been merged. Please reference the main conversation: Contacts: share my Personal Contacts with all users

We are a Canadian account holder. 

We are an industry leading real estate team who use technology and manpower in ways never before seen in real estate. We have a team of about 20 people. 

We need a centralized company contact list updated in real time. 

If one of our realtors or admin staff create a new contact (with a name and some notes) in their RingCentral desktop or smartphone app this information should be immediately available to all team members. If the customer calls a different realtor in the group or one of our office's central lines the team member answering the phone should be able to see the client's name and the notes made by the previous team member. 

This way the person answering the phone will be aware of who the caller is to our company and see any comments made by team members after previous calls. 
Photo of Blake Holliday

Blake Holliday

  • 142 Points 100 badge 2x thumb

Posted 3 years ago

  • 0
  • 1
Photo of RC-Installer

RC-Installer, Champion

  • 27,914 Points 20k badge 2x thumb
Sounds like more of a need for a CRM.  there are many that integrate with Ring central.  These types of functions are not native to any phone system

Sales Force has the best integration.  there are others but Sales force leads the way

certified RC consultant

This conversation is no longer open for comments or replies.