Advyzon app logo
by yHLsoft Inc.

Embed RingCentral's cloud communications into Advyzon's CRM and Portfolio Accounting system.

Be the first to write a customer review

These service providers are built on top of the RingCentral Platform. Apps that work for RingCentral also work for these service providers.

Charter Enterprise
Charter SMB
Frontier + RingCentral
RingCentral for Symphony
RingCentral mit 1&1 Connected Calls
RingCentral mit ecotel
RingCentral mit Telekom
Unify Office by RingCentral

Advyzon for AT&T Office@Hand

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.

Key Features

  1. In-App Calling & Text Messaging: Using RingCentral's embeddable widget, call and text your clients without ever having to leave Advyzon.
  2. Sync Calls & Text Messages: Calls and texts will sync daily to Advyzon's CRM.

Integration Setup

To setup this integration in Advyzon, go to User Settings > Partner Integrations and provide your RingCentral credentials.