Text records, call logs, call notes, and call recordings

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I am looking for a CRM that allows me to see all communication for a client in one location. Is anybody using something that works? Specifically, I want to see a contacts phone calls, including recordings, text messages, and call notes. I have tinkered around with Salesforce, Zoho Prosperworks, and others, but I never seem to be able to get anything to work.
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Jason Spindler

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Posted 2 years ago

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Brandon, Champion

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I am not sure there is any CRM that exists with all those requirements integrated with RingCentral out of the box.  ProsperWorks I think will place and receive calls as well as log them and allow for notes, but I don't think it logs call recordings or SMS.

I would venture to guess you could everything you want with some third party development effort.  I use HubSpot and really like it and it seems to have a very complete API and I would think it has potential to do all the things you listed, but again this would require a software developer to accomplish and some time and money.

Good luck.
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Saadet, Employee

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Hey Jason,

You could ask our Developer's Community if they have any suggestions: https://devcommunity.ringcentral.com/ringcentraldev