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What is CRM?

Customer Relationship Management (CRM) is an approach to manage a company's interaction with current and potential customers. It leverages software to analyze and track a customer's interaction history with a company to improve business relationships, specifically to drive increased sales growth.

While CRM products range from complex automation platforms to simple call tracking software, RingByName CRM focuses on Opportunity Management to help companies track, plan and analyze sales performance. 

RingByName™ CRM will allow customers to truly manage all your business relationships, giving you access not only to call notes, and customer contact history, but track your sales opportunities and improve your sales cycle. This easy to use tool will allow you to track sales stages, deal values, and run reports to analyze and allow you to close a deal faster and more efficiently. 

RingByName™ CRM is just one of the many ways that RingByName™ is Way more than a business phone service®.

Built-in Contact Management & Enhanced CRM


RingByName includes a suite of tools designed to allow businesses to nurture relationships with their clients and to streamline their business processes. The integrated Contact Manager allows RingByName to do much more than greet callers by their name. It allows teams to share notes, documents, view a history of interactions with any caller, and work collaboratively with customers.

What does this mean for your business? No lost notes, no forgetting to update the team on your conversation, and no misplaced documents. Just complete visibility for your team.


Does your company need to streamline its sales processes without costly and complex software? The new advanced RingByName™ CRM focuses on Opportunity Management to help you track, plan, and analyze sales performance.

Enhanced CRM allows users to create, quantify, and track the value of their sales through your entire sales cycle.  Create opportunities for your contacts, and track them from your initial pitch and qualification, through negotiation, and to the close of the deal.

Administrators can use the powerful CRM Reporting tools to view all sales opportunities by stage, identify where they came from,  and identify trends based on historical performance.

You can access the new CRM from both the RingByName™ web and mobile applications for authorized users.

The new advanced Enhanced CRM is available as an addition to the contact management solution that RingByName™ already provides. RingByName Enhanced CRM is priced at just a fraction of other CRM solutions! 

If you are a current customer and you have not already purchased CRM licenses, contact Customer Care at 855-345-7464 or e-mail us at  

If you are a new customer and would like more information, click here


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