Flow-Ring
Flow CRM is a mortgage crm, Flow-Ring integrates calls directly into the app so you never need to leave the lead page.
ALSO AVAILABLE FOR
These service providers are built on top of the RingCentral Platform. Apps that work for RingCentral also work for these service providers.
Flow-Ring Mortgage CRM
Flow is a CRM built specifically for mortgage teams — loan officers, processors, and branch managers who live on the phone. With the RingCentral integration, your phone system and your pipeline finally work as one tool.
Call from where you work. Every user gets a browser softphone powered by RingCentral, right inside Flow. Click any lead or borrower phone number to dial instantly — no switching apps, no copy-pasting numbers. Outbound calls use each rep's own RingCentral direct number as caller ID.
Never miss who's calling. Inbound calls pop up inside the CRM with the caller's number the moment the phone rings — answer, silence, or decline without leaving your pipeline. Active calls support hold, mute, and warm transfer to any RingCentral extension on your account.
Know exactly who's producing. Flow listens to RingCentral call events in real time and attributes every inbound and outbound call to the right team member. Admins get a live Call Analytics dashboard with per-person inbound, outbound, and total call volume — no more pulling reports from a separate system.
Prove your marketing works. Direct-mail teams can assign each RingCentral toll-free number to a specific mail drop. Flow then tracks every inbound call to every toll-free — answered and missed — and reports total calls, unique callers, and talk minutes per drop, with date-range filtering and a visual comparison chart. You'll know which campaign made the phone ring, down to the call.
Built for teams. Flow supports multi-branch organizations with role-based permissions. Admins map RingCentral extensions to Flow users once in Settings, and every call from then on lands in the right column.
How it works
Connect your RingCentral account from Flow's Settings page in one click (OAuth — no passwords stored). Each user then connects their own extension for the built-in softphone. Flow subscribes to RingCentral telephony events to power analytics and campaign tracking automatically.
Requirements
- A RingCentral RingEX account
- RingCentral users must have a digital line/DID to place outbound calls from the softphone
- A Flow CRM subscription (contact us for access)