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Advyzon
by yHLsoft Inc.

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

CATEGORIES
PRODUCTS
HELPFUL LINKS
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.

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.