Customer relationship management software On Glip

  • 1
  • Question
  • Updated 1 year ago
Does anyone know if a customer relationship management software application which is used to keep track of client and prospect details in a single database that can be shared by multiple users is available with Glip?
Photo of Higgins & Associates Nicki

Posted 1 year ago

  • 1
Photo of Brandon

Brandon

  • 1,096 Points 1k badge 2x thumb
I am not sure exactly what you are envisioning.  Can you describe more what you are wanting accomplish?  Glip is really for team collaboration primarily.  That said, I use HubSpot CRM and Glip.  I have played with automating info like new contacts and deals from HubSpot to send into Glip as new messages, but really it doesn't serve much purpose for us.

So, tell us more about what you are looking for.
We currently use a program called ACT for our client's information and notes. We need a better program for communication between us employees. ACT is just outdated. Thank you for replying and giving me some ideas. :)
(Edited)
Photo of Brandon

Brandon

  • 1,096 Points 1k badge 2x thumb
Sure.  HubSpot CRM is really nice.  It is modern and free (mostly).  It has a few paid features around reporting and calling that I have no need for.  Another CRM that plays well with RingCentral is ProsperWorks.  I would investigate both as options.  Good luck.
Photo of John Wang

John Wang, Official Rep

  • 5,664 Points 5k badge 2x thumb
There are two out-of-the-box Glip integrations with Salesforce today:

  • Link preview where any Salesforce URL mentioned in Glip can be expanded with popular data from Salesforce directly within Glip. This is built by RingCentral and comes with Glip.
  • Interactive chatbot that can make queries against Salesforcd built by our partner Kore.ai: https://bots.kore.ai/bot/Salesforce
We are also working on a built-in Salesforce object change notification integration which will be available next year.

Beyond that, RingCentral Glip has a full suite of APIs for building bots and other apps:

https://developer.ringcentral.com/api-products/team-messaging