RingCentral provides cloud-based communication system to modern businesses of all sizes. The system enables companies with voice, SMS, video, Fax, and team collaboration services on all major desktop and mobile platforms. All devices, services, and users can be managed through our PBX and administrative capability designed for Enterprise IT.
Show the value of open project deals by stage each Monday.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
Summarize new project agreements and flag contract register gaps.
Your team gets a contract summary in chat, with the agreement's key terms, source links, and any details that need a closer look.
Follow up with project prospects when a sales conversation is due.
Keep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.
Escalate stalled job purchases before supplier quotes expire.
Your escalation owner gets a clear overdue case in team chat. The quote and decision needed appear together.
Combine project documents in order and share the finished PDF link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
Share signed project contracts with a brief of key obligations.
Your stakeholders get a contract executive summary and signed PDF together, so they can check commitments and unclear terms.
Sort job files into project folders and flag naming conflicts.
Your project folders fill with clearly named work files, while unclear uploads stay in intake for your coordinator to review.
Flag mismatches between material requests and supplier quotes.
Your approver gets a clear quote check in the approval chat, including any supplier or total that conflicts with the purchase form.
Alert the policy owner when jobsite purchase requests cross spending limits.
Your policy owner gets a private alert when a purchase request breaks your spend rules, so they can choose the next reviewer.
Request missing direct deposit forms from field crews in private chat.
Your payroll team can get missing authorizations moving without chasing employees manually. Employees receive a private request with a secure way to add the form.
Add missing job folders and flag unclear project owners.
Your team gets new project folders and required sections, plus a chat update on names or owners that need a decision.
Add subcontractors to a project channel without opening the whole team.
People can join the Microsoft Teams shared channel they need without joining the whole team. You get a clear answer when access needs approval.