CustomerIQ + RingCentral
Leading cloud communications platform for voice, video, and messaging. Connect with CustomerIQ to automate data entry, sync all communications, and unlock AI-powered revenue intelligence.
What gets synced
The problem
Call notes rarely make it into your CRM or AMS.
No way to coach reps without listening to hours of recordings.
Important call details forgotten or lost.
Zero visibility into call outcomes and follow-ups.
Three ways we transform your phone conversations.
*there are many more, but we thought we'd ease you into it.
Complete Records
Automatic Transcription
Every call transcribed and searchable. Key moments highlighted automatically.
Team Development
AI Call Coaching
Get instant feedback on call quality, objection handling, and conversation flow.
Zero Manual Entry
CRM/AMS Sync
Call summaries and notes logged to client records automatically.
Powerful features for RingCentral users
Everything you need to automate your workflow and gain actionable insights.
Call Recording Sync
All call recordings automatically captured and linked to the right client records.
AI Call Coaching
Get AI-powered insights on call quality, talk time, and conversation effectiveness.
Automatic Transcription
Every call transcribed and searchable with key moments highlighted.
Activity Auto-Logging
Calls automatically logged to your AMS or CRM with notes and summaries.
Easy setup
Get started in minutes
Connect RingCentral to CustomerIQ in three simple steps.
Connect RingCentral
Link your RingCentral account using secure API authentication.
Configure sync settings
Choose which call data to capture and where to log activities.
Enable coaching
Turn on AI coaching and start improving team call performance.
Why teams love CustomerIQ + RingCentral
Stop wasting time on manual data entry. Let CustomerIQ handle the busywork while you focus on what matters most - your clients.
- Save 2+ hours per day on data entry
- Never miss a follow-up or important detail
- Get AI insights on client health and risks
- Improve team response times by 40%
- Complete audit trail of all communications
- Seamless setup in minutes
Ready to connect RingCentral?
See how CustomerIQ can transform your workflow with a personalized demo.