Share Customer Information for better service

Track everything important about your customers and where you stand with them.  Contact information.  Relationship status.  Last communication.

Maybe you promised something. Maybe your colleague met him last night at an event. Maybe you’d like to remember their children names. Whatever it is, Ringio makes it easy to write small notes about your customer conversations and recall them at the appropriate time, when they call you or you call them.

Features:

  • Ringio stores your notes indefinitely
  • Easily access notes about a contact from Ringio Desktop or Ringio Mobile
  • If a contact is shared, the notes are also shared
  • URLs in notes are rendered as clickable links
  • You can sync notes to CRM systems, or read CRM system notes into Ringio
  • If you are a programmer, Notes are accessible via the Ringio REST API

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shared-notes

When a call comes in, anyone on our sales team knows who is calling, why they’re calling, and who should handle it.  That alone is very powerful.
— Manu Uppal , Tyrula