Ringy (formerly iSales) Features
Platform (6)
Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Workflow Capability
Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Document & Content Mgmt.
Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Output Document Generation
Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Sales Force Automation (4)
Contact & Account Management
Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. This feature was mentioned in 27 Ringy (formerly iSales) reviews.
Opportunity & Pipeline Mgmt.
Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. 31 reviewers of Ringy (formerly iSales) have provided feedback on this feature.
Task / Activity Management
Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. This feature was mentioned in 31 Ringy (formerly iSales) reviews.
Desktop Integration
Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. This feature was mentioned in 31 Ringy (formerly iSales) reviews.
Marketing Automation (4)
Email Marketing
Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. This feature was mentioned in 30 Ringy (formerly iSales) reviews.
Campaign Management
As reported in 31 Ringy (formerly iSales) reviews. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.
Lead Management
Based on 32 Ringy (formerly iSales) reviews. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.
Marketing ROI Analytics
Enables analysis of effectiveness of an organizations various marketing activities This feature was mentioned in 23 Ringy (formerly iSales) reviews.
Customer Support (4)
Case Management
Tracks issues/help requests reported by customers through the resolution process. 25 reviewers of Ringy (formerly iSales) have provided feedback on this feature.
Customer Support Portal
Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. 10 reviewers of Ringy (formerly iSales) have provided feedback on this feature.
Knowledge Base
Based on 26 Ringy (formerly iSales) reviews. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.
Call Center Features
As reported in 25 Ringy (formerly iSales) reviews. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.
Integration (2)
Data Import & Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Mobile & Social (3)
Social Collaboration Features
Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone This feature was mentioned in 21 Ringy (formerly iSales) reviews.
Social Network Integration
Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. This feature was mentioned in 17 Ringy (formerly iSales) reviews.
Mobile User Support
As reported in 29 Ringy (formerly iSales) reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Reporting & Analytics (2)
Reporting
Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. 26 reviewers of Ringy (formerly iSales) have provided feedback on this feature.
Dashboards
Based on 32 Ringy (formerly iSales) reviews. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
Calling (5)
Record Calls
Records calls for future reference. 11 reviewers of Ringy (formerly iSales) have provided feedback on this feature.
Generate Location
As reported in 22 Ringy (formerly iSales) reviews. Generates an area code local to where the user is calling to increase likelihood of pick-up.
Call Types
Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise. This feature was mentioned in 21 Ringy (formerly iSales) reviews.
Click-to-Call
Based on 23 Ringy (formerly iSales) reviews. Gathers contacts from integrated tools, allowing users to call with one click.
Auto Dialer
Has auto-dialing or predictive dialing functionality.
Contacts (3)
Personalization
Based on 23 Ringy (formerly iSales) reviews. Retains a log of extraneous contact information such as timezone and contact engagement.
Information Locater
As reported in 21 Ringy (formerly iSales) reviews. Finds and opens saved contact information for reference at the time of a new call.
Record Prospect Data
As reported in 22 Ringy (formerly iSales) reviews. Allows users to denote which contacts they believe are prospective customers.
Insights (6)
Notes
As reported in 23 Ringy (formerly iSales) reviews. Allows users to take notes during or after the call for future reference.
Daily Summary
Delivers users a daily summary of activity. 19 reviewers of Ringy (formerly iSales) have provided feedback on this feature.
Automated Voicemails
Sends automated voicemails to prospective clients who fail to answer. This feature was mentioned in 18 Ringy (formerly iSales) reviews.
Automated Emails
Based on 23 Ringy (formerly iSales) reviews. Sends automated emails to increase engagement with prospective clients.
Sorts Prospects
Based on 19 Ringy (formerly iSales) reviews. Organizes contacts based on probability of success.
Automated Note Taking
Automatically transcribes and summarizes meeting discussions.
Text Messaging (8)
Bulk SMS
Based on 10 Ringy (formerly iSales) reviews. Enables users to send mass text message campaigns
Two-Way Text Messaging
As reported in 10 Ringy (formerly iSales) reviews. Facilitates two-way text messaging to encourage consumer engagement and loyalty
Text Scheduler
Provides the ability to schedule single or bulk text messages to recipients on a specific date and time
Automatic Replies
Provides automatic text message replies to recipients This feature was mentioned in 10 Ringy (formerly iSales) reviews.
Automatic URL Shortening
Provides automatic URL shortening to use less characters via text
MMS Marketing
Sends out multimedia via text messages, such as coupons, pictures, and audio
Personalization
As reported in 10 Ringy (formerly iSales) reviews. Offers features for personalizing text messages based on customer information or past behavior
Transactional SMS
Based on 10 Ringy (formerly iSales) reviews. Allows users to establish automated workflows and triggers to deliver transactional text messages
SMS Platform (6)
Reporting
Provides pre-built or customizable performance reports
Automation
Automates tasks and features for added convenience
White Label
Offers a white labeling service for agencies or resellers to customize platform branding
Text-to-Landline
Text enables landline phones so users can receive text messages sent to an existing business number
Short Codes
Provides businesses with 5- to 6-digit short codes for running text marketing campaigns
API Integration
Facilitates the integration of text messaging into existing business applications through an SMS gateway API
Generative AI (1)
AI Text Generation
Allows users to generate text based on a text prompt.
Agentic AI - SMS Marketing (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - CRM (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Outbound Call Tracking (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
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