RenovateHub CRM — created exclusively for the needs of renovation, finishing, and construction businesses, the CRM provides free technical support to its customers.

It's an object management system that helps automate the process of measurements, sales, installation, and also build a customer base to increase recommendations and repeat inquiries.

Main features of integration with Renovatehub:

To set up the integration, you should go to the Integration Marketplace section in your Ringostat account, enter the CRM name in the search bar, and click the "Connect" button in the RenovateHub widget.

Next, copy the Auth-key and Project ID from the integration setup window that opens.

In RenovateHub CRM, you need to go to the "Admin Panel" -> "Telephony" section and select Ringostat:

On the Ringostat page that opens, you should enter the previously copied Auth-key and Project id, and also copy the Webhook, login, and password.

Return to your Ringostat account, paste the Webhook, login, and password from RenovateHub CRM, click "Enable integration" and "Save".

After that, proceed to configure the business phone source and employees:

To set up automatic Source recording for Leads, go to the CRM section "Admin Panel" — "Telephony" — "Ringostat" and click "+ Add source business phone":

In the opened window, you need to:

In the CRM "Admin panel" section — "Telephony" — “Ringostat” — "User numbers", it is necessary to assign all employees who are involved in the integration.
To do this, click "+ Add user" and in the open window, select the CRM employee and specify their additional number, then save the settings:

The employee's additional number can be seen in the "General Settings" — "Employees" section of the Ringostat personal account:

Depending on the selected smart call forwarding option, you need to perform the appropriate settings.

Smart call forwarding options:

All settings are made in the RenovateHub section "Admin Panel" — "Telephony" — "Ringostat".

1) For forwarding to the person responsible for the entity by client number – in the "User Numbers" block, you need to specify the employee's contacts to which the call should be received.

2) For setting up forwarding by funnels – in the "Smart Forwarding" block, you should specify the forwarding scheme ID for a specific funnel or the contacts of responsible employees to whom the call will be forwarded.

Setup example:

If you need to specify multiple employee contacts, they can be entered separated by commas. When entering a manager's mobile number, it should be specified in the format 380987654321.

For smart call forwarding to work, in your Ringostat account in the "Virtual PBX" — "Webhook Number" section, you need to create a Webhook number.

Data for Webhook number setup:

When a call is received from a new client whose number is not in any entity in the CRM, a call will be created in the "Communications" — "Call History" section without any links to existing entities in the CRM.

To create a Lead after a call, click on the settings icon (three dots) – "+ Create lead":

After filling in the "Client's full name" field and saving the Lead, the Lead information will appear in the Call History:

If you go to the newly created Lead – "Analytical data" section, you can see the UTM tags of the call:

If the "Linking business number to Source" is set up, the newly created Lead card will also have the corresponding Source linked:

When a call is received from a client whose number is already in the CRM, the call will be linked to the entity with the client's number:

If there are multiple entities with the client's number in the CRM, the call will be assigned to the entity with the highest priority.

The priority of entities is determined as follows:

For the Lead (deals) entity, the communication history can be viewed in the Lead card — "Call History":

For the Customer (clients) entity, the call history can be viewed by going to the Customer card — "View in more detail" — "View phone calls":

The full list of project calls in the CRM can be viewed in "Communications" — "Call History".
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This section displays the following information:

To make a click-to-call, you need to go to the card of the required entity —> select the additional menu next to the client's number and choose "Call via Ringostat IP phone" from the dropdown list.

With this type of call, the call will first be received on the employee's assigned SIP account in RenovateHub. After the employee accepts the call – the call will automatically be placed to the client's number.

All information about the Ringostat Smart Phone call program is contained in this knowledge base section.

Integration with RSP provides the ability to pull and display the name of a Lead, Business Partner, Supplier, or Client with a link to the entity in the CRM during an incoming call.