create a link with equisoft crm
similar to salesfore app you have
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Anonymous
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Jennifer
commented
I have requested that Equisoft approach Ring Central for an integration, but they told me that I have to bring it up to the developers of Ring Central. Equisoft is a web based CRM for Financial Planners, with many amazing features that I think would be elevated with the integration of Ring Central. Automatically saving phone and text messages into client files would be a huge asset.