[ Ringy (... Reviews ](https://www.g2.com/products/ringy-formerly-isales/reviews) [ Ringy (... Reviews ](https://www.g2.com/products/ringy-formerly-isales/reviews) # Ringy (formerly iSales) Features ##### ## Platform (8) 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. Mobile Access Access software remotely via mobile devices Lead Generation Manage the process of attracting and converting business prospects into leads Show More ##### ## Sales Force Automation (5) Contact & Account Management Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. 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. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. Desktop Integration Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Contract/License Management Track, store, and access client contracts or licenses Show More ##### ## Marketing Automation (7) 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. Campaign Management 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 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 Email Management Manage, store and organize emails within the system or via third-party apps File Management Create, save, and store files Deal Management Defines specific deal parameters to negotiate and secure deals Show More ##### ## Customer Support (19) Case Management Tracks issues/help requests reported by customers through the resolution process. 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. Knowledge Base 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 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. Workflow Management Create, design and manage workflows for repetitive tasks Opportunity Management Track all opportunities for potential sales and convert them into recurring revenue Sales Pipeline Management Pipeline view and tracking lead status Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Calendar Management Track and manage schedules and meetings via an integrated calendar Pipeline Management Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Template Management Create, save, and re-purpose templates for emails, forms, etc. Predictive Analytics Predict future data based on historical data sets Document Management Store, manage, and track all electronic documents in a centralized location Channel Management Manage various distribution channels, build relations with channel partners, and track their performance Commission Management Tracking, calculating, and paying commissions and earnings to employees Field Sales Management Manage or track sales completed by field teams/employees Show More ##### ## Integration (7) 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. Third-Party Integration Addition of necessary external data, applications, tools, or features Internal Chat Integration Incorporation of a chat or messaging system within an organization's internal communication infrastructure Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Prospecting Tools Tools designed to streamline the process of lead generation and management for sales teams Real-Time Data Receive data and information in real time Show More ##### ## Mobile & Social (7) 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 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. Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. Third-Party Integrations Set up connections to third-party platforms to improve business processes Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Customer Support Provide online support for your customers through live chat or help desk functionality Multi-Channel Social Integration Integrate with more than one social media network Show More ##### ## 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. Dashboards 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 Show More ##### ## Calling (5) Record Calls Records calls for future reference. Generate Location 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. Click-to-Call Gathers contacts from integrated tools, allowing users to call with one click. Auto Dialer Has auto-dialing or predictive dialing functionality. Show More ##### ## Contacts (4) Personalization Retains a log of extraneous contact information such as timezone and contact engagement. Information Locater Finds and opens saved contact information for reference at the time of a new call. Record Prospect Data Allows users to denote which contacts they believe are prospective customers. Contact Management Manage, organize, and store contact information Show More ##### ## Insights (7) Notes Allows users to take notes during or after the call for future reference. Daily Summary Delivers users a daily summary of activity. Automated Voicemails Sends automated voicemails to prospective clients who fail to answer. Automated Emails Sends automated emails to increase engagement with prospective clients. Sorts Prospects Organizes contacts based on probability of success. Automated Note Taking Automatically transcribes and summarizes meeting discussions. AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Show More ##### ## Text Messaging (13) Bulk SMS Enables users to send mass text message campaigns Two-Way Text Messaging 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 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 Offers features for personalizing text messages based on customer information or past behavior Transactional SMS Allows users to establish automated workflows and triggers to deliver transactional text messages Link Shortening Shorten long links into custom or branded links SMS Messaging Send messages via SMS Scheduled Messaging Send individual or bulk text messages at predetermined times Chat/Messaging Communicate using direct chat or messages within the system 2-Way Messaging Send and receive text messages to communicate with clients or prospects in real-time Show More ##### ## SMS Platform (7) Reporting Provides pre-built or customizable performance reports Marketing Automation Automate workflows and trigger campaigns based on customer actions 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 QR Codes Matrix barcode that stores information Show More ##### ## Generative AI (3) AI Text Generation Allows users to generate text based on a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. Proposal Generation Create proposals based on costs of labor and materials Show More ##### ## Agentic AI - SMS Marketing (9) 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 Third-Party Integrations Set up connections to third-party platforms to improve business processes Campaign Planning Plan and strategize marketing campaigns Multi-Language Manage and support multiple languages Show More ##### ## Agentic AI - CRM (8) 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 Calendar/Reminder System Notifications/alerts for upcoming events or tasks Show More ##### ## 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 Show More ##### ## AI Automation - SMS Marketing (1) AI SMS Uses AI to automate audience targeting, SMS message personalization, and performance optimization. Show More ##### ## AI Content Generation - SMS Marketing (1) AI SMS Use AI to generate personalizaed SMS copy for SMS campaigns Show More ##### ## Additional Functionality (143) Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Data Import/Export Import and export data to and from software applications Lead Capture Automatically identify and save contact information of potential customers Batch Processing Software's ability to perform similar action on multiple similar files simultaneously Email Tracking Track delivered, received, and opened emails Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Pipeline Reports Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Segmentation Group leads or contacts based on their specific characteristics Customizable Fields Customize data fields to support various needs and use cases Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Interaction Tracking Track interaction history by documenting conversations for contacts CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Document Storage Store and organize documents in a centralized system AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Referral Tracking Log and store the source of contacts/leads Quotes/Estimates Generate quotes or estimates for customers Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Marketing Automation Automate workflows and trigger campaigns based on customer actions Email Templates Pre-made examples and templates for emails Sales Reports Reports specific to sales analysis for trends and strategies Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels Reminders Timed notification for any upcoming task, deadline, appointment, or activity Lead Scoring Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Data Security Protect sensitive data for digital privacy Customizable Reports Alter the layout and content of reports Calendar Sync Synchronize with other calendars to view mutual availability and schedules For Startups Primarily serving startup companies Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Sales Trend Analysis Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. For iPad Devices Operate/access software on iPad Devices Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Activity Tracking Track and document all activities across devices, networks, and other systems Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns For Mac Devices Operate/access software on Mac Devices Landing Pages/Web Forms Create landing pages or online forms designed to capture new leads and prospects Lead Nurturing Engage with a lead throughout the sales process by actively providing information Gamification Games or game-like elements to track progress and reward accomplishments Prioritization Arrange tasks based on the level of priority or urgency Web-based Deployment SaaS, web-based, online deployment Softphone Use your computer as a phone device to make calls over the internet Single Sign On Allow users to access multiple services after entering their login credentials once Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Mobile App Access the system via a mobile application Email Sequences Set up automated email sequences to streamline outreach and engage leads/contacts Customer Segmentation Process of dividing customers into groups based on common characteristics Lead Assignment Manually or automatically assign leads to sales reps For Small Businesses Designed for small businesses Live Chat Ability to chat online in real time Business Card/Badge Scanning Capture contact information by scanning a physical item and having the system automatically extract data from the scan Data Visualization Graphical representation of data Customer Social Profiles Track customers' activities across social networks and maintain details about their demographics, preferences & more Social Promotion Market event via social media tools Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Social Media Monitoring Track activity on sites such as Facebook, Twitter, Instagram, etc. Customer Engagement Initiate interactions with customers by proactively starting conversations or providing informational content Sentiment Analysis Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral Brand Tracking Monitor social media posts or web that mention a particular brand Audience Targeting Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Campaign Scheduling Set campaign schedules by selecting start, pause, and end dates Reputation Management Monitor and manage customers' perceptions about a business, product, or service Polls/Voting Enable custom polls/voting to facilitate decision-making or increase engagement Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Customer Segmentation Process of dividing customers into groups based on common characteristics Landing Pages/Web Forms Create landing pages or online forms designed to capture new leads and prospects AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users API Application programming interface that allows for integration with other systems/databases Text-to-Win Messaging system designed for contests and sweepstakes Mobile Coupons Electronic coupons delivered to a mobile device that can be exchanged for a discount Natural Language Processing Process and analyze human language in text or audio form Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Drip Campaigns Send automated marketing emails based on user actions over a predetermined period Contact Management Manage, organize, and store contact information Activity Tracking Track and document all activities across devices, networks, and other systems Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Keyword Tracking Track and monitor a specific set of keywords Multi-Campaign Manage multiple campaigns in one system Mass Texting Send messages to multiple subscribers at the same time Interaction Tracking Track interaction history by documenting conversations for contacts Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Consent Management Manage user consent requests and documents Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Open Rate Tracking Track the number of open emails, messages, and texts for any campaign Generative AI Use AI to generate content in the form of text, images, videos, etc. Automated Responses Automatic reply functionality for incoming messages Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Templates Sample files or documents that could be customized as needed or used as is Survey Builder Create and manage surveys Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Customizable Fields Customize data fields to support various needs and use cases Reminders Timed notification for any upcoming task, deadline, appointment, or activity Mobile Alerts Notifications via mobile devices Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results MMS Sending/receiving messages with multimedia content like images, audio, or video over a cellular network Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Mobile Keywords Unique word that contains letters or numbers that identifies specific campaigns Audience Targeting Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Template Management Create, save, and re-purpose templates for emails, forms, etc. Autoresponders Create and automatically send premade copy in response to customer messages Survey/Poll Management Create and administer polls and surveys Meeting Management Manage the process of planning and scheduling meetings, including agenda creation AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reminders Timed notification for any upcoming task, deadline, appointment, or activity Recommendations Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement Lead Distribution Route and distribute your leads to third party buyers Workflow Management Create, design and manage workflows for repetitive tasks Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Email Management Manage, store and organize emails within the system or via third-party apps Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Activity Tracking Track and document all activities across devices, networks, and other systems Email Templates Pre-made examples and templates for emails Third-Party Integrations Set up connections to third-party platforms to improve business processes Customizable Fields Customize data fields to support various needs and use cases Sales Pipeline Management Pipeline view and tracking lead status Generative AI Use AI to generate content in the form of text, images, videos, etc. Automatic Call Distribution Distribute/route/connect calls Call Monitoring Listen to live phone conversations for the purpose of training and assessing agent performance Lead Capture Automatically identify and save contact information of potential customers Deal Management Defines specific deal parameters to negotiate and secure deals Call List Management Manage and track all past and future calls. Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Call Recording Record the audio of phone conversations for quality assurance purposes For Contact Centers Designed for contact centers. CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Data Management Ability to handle large datasets Calendar Management Track and manage schedules and meetings via an integrated calendar Chat/Messaging Communicate using direct chat or messages within the system Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors API Application programming interface that allows for integration with other systems/databases Task Management Create, manage and track all task activities and progression Interaction Tracking Track interaction history by documenting conversations for contacts Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Show More ## Top-Rated Alternatives [ ![HighLevel](https://images.g2crowd.com/uploads/product/hd_favicon/1b1768590601b2f3e308578289b8c50d/highlevel.svg "HighLevel") HighLevel 4.6/5(651) ](https://www.g2.com/products/highlevel/reviews) [ ![Kixie PowerCall & SMS](https://images.g2crowd.com/uploads/product/hd_favicon/41f6e7886d98ee87b5eb68c8a66e0b2f/kixie-powercall-sms.svg "Kixie PowerCall & SMS") Kixie PowerCall & SMS 4.8/5(866) ](https://www.g2.com/products/kixie-powercall-sms/reviews) [ ![HubSpot Sales Hub](https://images.g2crowd.com/uploads/product/hd_favicon/4197737e447f044e17be1a5ebb4ba193/hubspot-sales-hub.svg "HubSpot Sales Hub") HubSpot Sales Hub 4.4/5(13,906) ](https://www.g2.com/products/hubspot-sales-hub/reviews) [ View All Alternatives ](https://www.g2.com/products/ringy-formerly-isales/competitors/alternatives) Ringy (formerly iSales) Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d905f0162fb0e2f776fba47437283c20/highlevel.png "Product Avatar Image") HighLevel 4.6/5(651) [ Compare Now ](https://www.g2.com/compare/highlevel-vs-ringy-formerly-isales) ##### Categories on G2 [ CRM ](https://www.g2.com/categories/crm)[ Outbound Call Tracking ](https://www.g2.com/categories/outbound-call-tracking)[ SMS Marketing ](https://www.g2.com/categories/sms-marketing) ##### Explore More [ Who offers the best VoIP packages for companies ](https://www.g2.com/discussions/who-offers-the-best-voip-packages-for-companies)[ Blytheco vs NexTec Group: which Acumatica consulting partner is better for manufacturing and construction implementations? ](https://www.g2.com/discussions/blytheco-vs-nextec-group-which-acumatica-consulting-partner-is-better-for-manufacturing-and-construction-implementations)[ Which PR CRM platforms have the best reporting and campaign analytics for client-facing teams that need to show coverage results in a polished format? ](https://www.g2.com/discussions/which-pr-crm-platforms-have-the-best-reporting-and-campaign-analytics-for-client-facing-teams-that-need-to-show-coverage-results-in-a-polished-format) [ What platform integrates IT alerting with monitoring systems? ](https://www.g2.com/discussions/what-platform-integrates-it-alerting-with-monitoring-systems)[ What unified workspace tool combines chat, files, and project management so a team stops switching between apps throughout the day? ](https://www.g2.com/discussions/what-unified-workspace-tool-combines-chat-files-and-project-management-so-a-team-stops-switching-between-apps-throughout-the-day%20)[ Pros and Cons Details ](https://www.g2.com/products/ringy-formerly-isales/reviews?qs=pros-and-cons) Show More [ Who offers the best VoIP packages for companies ](https://www.g2.com/discussions/who-offers-the-best-voip-packages-for-companies)[ Blytheco vs NexTec Group: which Acumatica consulting partner is better for manufacturing and construction implementations? ](https://www.g2.com/discussions/blytheco-vs-nextec-group-which-acumatica-consulting-partner-is-better-for-manufacturing-and-construction-implementations)[ Which PR CRM platforms have the best reporting and campaign analytics for client-facing teams that need to show coverage results in a polished format? ](https://www.g2.com/discussions/which-pr-crm-platforms-have-the-best-reporting-and-campaign-analytics-for-client-facing-teams-that-need-to-show-coverage-results-in-a-polished-format) [ What platform integrates IT alerting with monitoring systems? ](https://www.g2.com/discussions/what-platform-integrates-it-alerting-with-monitoring-systems)[ What unified workspace tool combines chat, files, and project management so a team stops switching between apps throughout the day? ](https://www.g2.com/discussions/what-unified-workspace-tool-combines-chat-files-and-project-management-so-a-team-stops-switching-between-apps-throughout-the-day%20)[ Pros and Cons Details ](https://www.g2.com/products/ringy-formerly-isales/reviews?qs=pros-and-cons)