Mini Demo

Supercharge your call center operations

Do you dread logging your phone calls, and struggle to find caller information? Upsert^® Engage for RingCentral is a SugarAI plug-in that was designed to boost productivity by reducing the manual overhead that slows agents down. It's highly customizable, region-agnostic, and embeds RingCentral's powerful call controls right into the Sugar UI with no RingCentral desktop app required.

Your favorite RingCentral features in Sugar

When you install the Upsert^® Engage for RingCentral, you'll have access to your RingCentral call history, text, fax, and voicemail from within SugarAI. You can even view and change your RingCentral status from Sugar. For calls that you record, the URL for the recording is saved on the Sugar call record automatically.

Do more before Hello

Before you even make a call, you'll see phone-number derived insights like line type, location, and time zone, so you can gear up for what you want to say. Upsert^® Engage also flags numbers that appear to be invalid numbers before you waste the time it takes to dial them.

Hands-free call logging (well, mostly)

When a call wraps up, it's automatically marked "Held." Need to capture something in the moment? Use the Call tab to take notes, and the Quick Save dashlet saves every detail straight to the call record. No extra clicks, no lost notes!

Powered by RingCentral's AI Conversation Expert (ACE), Upsert® Engage turns your conversations into next steps without a single manual note by ingesting transcripts, summaries, and action items after the call is complete. Summaries and action items roll up to the parent record to promote efficiency and transparency.

Get the customer insights that matter to you

When you schedule, make, or receive a call, you'll instantly have a 360-degree view of the customer's history and past interactions through Sugar's familiar and powerful UI. You can leverage focus drawers and custom dashboards to gain immediate access to the customer's data without navigating away from your call. Entice your agents to improve the quality of customer data by making it super simple to update details on the fly.

Spark actionable connections with your prospects

Introducing Call Sheets, the game-changing feature that empowers you to effortlessly organize and execute call lists for any call campaign including hot leads, customer upsell opportunities, and customer service followups. Say goodbye to scattered notes and spreadsheets; our intuitive CRM tool enables you to centralize your call targets and execute calls with ease. With real-time insights and tracking, you'll always know where your prospects stand, helping you build stronger relationships and close deals faster. Elevate your sales game with Call Sheets and watch your productivity and conversion rates soar!

Purchase Requirements

• 10 User minimum

System Requirements

• Sugar Sell (all Editions), Serve, Enterprise, and Professional products
• Versions 12.3 and higher
• Hosted in SugarCloud or on-site

Looking for Something Specific?

We regularly update our plugins with features requested by customers like you. Just let us know what you need to succeed!