Neos offers two VoIP services, RingCentral and Zoom Phone. While these serve similar purposes, each integration has different features. Both utilize a widget in Neos and store calls in the Communications Center. Use this article to compare integrations and decide which is best for your firm. Refer to the linked articles for more information.
Integration Cost
Zoom Phone Plans & Pricing – Requires paid integration to access the integration page
RingCentral Plans & Pricing – Requires paid integration to configure call imports
Setup Requirements
Zoom:
• Zoom Account Settings for automatic calling from 3rd party apps is required
• Recommended: Each Staff log in using their own Zoom Phone credentials to avoid complications when making or receiving a call
RingCentral:
• Use either admin email or staff with mock email
• Call importing setup with Assembly
Receiving Calls in Neos
Zoom: Displays Zoom Phone widget in Neos when receiving a call
• Zoom Phone Desktop must be open to use the Zoom Phone widget in Neos
• Users cannot be in a Zoom meeting and answer a Zoom phone call without disruption
• Zoom Call Handling settings can be set when on another call
• Access to Caller Details if number is found in Neos contacts
• Create new intake if caller does not exist in Neos
RingCentral: Displays RingCentral widget in Neos when receiving a call
• Access to Caller Details if number is found in Neos contacts
• Create new intake if caller does not exist in Neos
Zoom: As soon as an answered inbound or outbound call is finished, the call log is added to the Neos Communications Center > Phone Calls Tab
RingCentral: Answered inbound and outbound calls are imported hourly into the Neos Communications Center > Phone Calls Tab
Zoom: If multiple Cases/Intakes are assigned to the same contact or a contact is duplicated, Neos cannot auto-assign a Case/Intake
RingCentral: Imported calls where the Staff is not assigned will not automatically create the Case/Intake Note
Add Call Notes
Zoom: Add notes during your call from the Zoom Phone widget. Notes are automatically saved to the Notes field of the Call Details Tab.
RingCentral: No option to add call notes in the widget but can open the linked Case Notes Tab and create a note.
Zoom: Any caller that does not match a name in Neos can automatically be created as a new intake. This can apply to specific Neos Staff or a Call Queue. Internal Call Filtering allows all calls from within the Zoom account of your firm to prohibit a call log or intake from being created.
RingCentral: N/A