Embed RingCentral's cloud communications into Advyzon's CRM and Portfolio Accounting system.
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Advyzon for RingCentral
RingCentral and Advyzon
RingCentral for Advyzon combines RingCentral's communication tools with Advyzon's Portfolio Management, Billing, CRM and Trading/Rebalancing tools. Use RingCentral to call and text clients, then view these calls and texts under your Client Records in Advyzon.
- In-App Calling & Text Messaging: Using RingCentral's embeddable widget, call and text your clients without ever having to leave Advyzon.
- Sync Calls & Text Messages: Calls and texts will sync daily to Advyzon's CRM.
To setup this integration in Advyzon, go to User Settings > Partner Integrations and provide your RingCentral credentials.