EstOffice is a specialised CRM with a unit matrix for real estate developers. Since 2016, EstOffice CRM has been helping developers sell more properties through automatic activity tracking, data systematisation, and automation of routine tasks for sales managers. It automatically collects and aggregates analytics on leads, projects, and marketing/advertising performance to support informed management decisions.
Integration Features
Integration Features
Integrating EstOffice CRM with Ringostat allows you to:
automatically create leads from calls
evenly distribute calls from new leads among managers
log calls in the lead history
listen to call recordings directly from the lead card
collect all marketing metrics on calls in reports (UTM tags, number association with residential complexes and traffic sources)
ensure client-manager binding (calls always route to the responsible manager when smart call forwarding is configured in Ringostat)
use Ringostat Smart Phone for calling (one-click calling from PC, with lead name and link displayed).
Integration Setup
Integration Setup
To set up the integration, please go to Company settings - Integrations in your CRM:
Find Ringostat in the list and click Connect:
Next, you'll need to copy data from your Ringostat account - specifically the Project ID and Auth-key. You can find these in Settings - Integrations - Ringostat API:
Return to the CRM and fill in this information in the integration settings:
Next, you need to configure webhooks on the Ringostat side. You can do this yourself - here's how to create webhooks, and here's the link to the list of parameters for configuring such a webhook.
Alternatively, you can contact our support team with the setup information. The CRM already has a template message that you just need to copy:
And send it to us through:
— The chat on our app webpage https://app.ringostat.com/project/projects#chat_link
— Via Telegram. Use the bot https://t.me/Ringostatbot - (in the very first message, you'll need to send a unique code from your personal account).
— Email at [email protected].
Please note! You must have Administrator access level in the project to perform these settings, or for support to configure this upon your request.
Employee settings
Employee settings
After configuring the webhooks, return to the CRM to set up employee contacts for proper call routing.
To do this, click on the Employees section in the message above the settings or go to the Users section:
Click the edit button for the desired employee:
In the employee settings, you can specify:
SIP account
Phone number
Call forwarding scheme ID*
*If you need the call to go not only to the manager's SIP account or phone number, but to follow a call forwarding scheme (where you can specify multiple employee SIP accounts, a backup number, another employee, voicemail, etc.), then enter the required scheme ID here. You can find the ID by clicking the scheme edit button:
And copy the scheme ID next to the name:
So in this case, the scheme ID is 134453.
Enter the necessary data in the employee settings and save:
Please note! For the integration to work correctly, it's essential that employee emails in EstOffice CRM match their Ringostat emails.
After adding a SIP account and/or manager's phone number, call buttons will appear in the lead card. If there's only a SIP account or only a phone number, there will be one button. If both contacts are present, there will be two buttons (the first for calling from the SIP account, the second for calling from the manager's phone number):
After successfully configuring employees, webhooks on the Ringostat side, and integration settings, enable the integration and save the settings:
Please note! UTM tag display in lead settings and the CRM interface is not provided. This information is displayed separately for marketers in Looker Studio reports in the CRM, and you can also download reports in the Reports section in the CRM. |
Smart Call Forwarding
Smart Call Forwarding
Smart call forwarding allows you to route calls to the manager responsible for the lead in the CRM, and through Incoming requests distribution settings calls are directed to the manager defined by that distribution, even for new clients.
To do this, you need to configure a webhook number - here's more detail about webhook number configuration, and here are the parameters for these settings for EstOffice integration.
Configuring the webhook number requires a URL from the CRM:
After setting up the webhook number, don't forget to add it to your call forwarding scheme:
After this setup, with each incoming call to numbers assigned to a call forwarding scheme with smart forwarding (webhook number), a request will be sent to the CRM system, which will then provide the call routing direction. If a scheme ID is specified in the employee settings, the call will follow that scheme. If there's no scheme, the call will go to the manager's SIP account and/or phone number (depending on what you specified in the employee settings).
Setting Up Incoming Requests Distribution
Setting Up Incoming Requests Distribution
Enabling incoming requests distribution allows you to evenly distribute new leads among managers in the CRM. When creating a new lead, the system will assign a different responsible employee each time from the list of managers in the settings:
Integration Logic
Integration Logic
Incoming call from a new client
If smart call forwarding is configured in the project, the first manager in the queue is determined by the incoming requests distribution, and a lead is created on their behalf. The lead card records the residential complex for which the inquiry was made and the traffic source. If smart call forwarding is not configured on the Ringostat side, the lead will be created after the incoming call on behalf of the manager who handled the call. If the call was not answered, the lead will be created according to the incoming requests distribution (with hierarchy from the residential complex level to the general distribution level), or if no distribution is configured, then on behalf of the responsible manager. If no responsible manager is assigned (or one doesn't exist yet for this new client), the lead is created on behalf of the main administrator.
A record is created in the Appeals:
After the call ends, a note is created in the history with a link to the call recording:
Incoming call from an open lead
After the call ends, call information with a link to the audio recording is added to the History in the Lead:
If Google Chrome notifications are enabled, the manager will see a notification with the residential complex visualisation and the ability to navigate to the CRM from this notification:
You can also navigate to the CRM from Ringostat Smart Phone, which will display the lead name with a comment from the lead card and a link to the lead itself.
Incoming missed call from an open lead
After the call ends, information about the missed call is added to the History in the Lead:
Outgoing call to a new client
A lead is created with the status "new inquiry" on behalf of the manager who made the outgoing call.
A record is created in the Appeals.
After the call ends, a note is created in the history with a link to the call recording:
Outgoing call to an open lead
After the call ends, information about the outgoing call is added to the History in the Lead:
