Skip to main content
New · RingCentral Integration

Your Phones, Inside Your CRM

Connect RingCentral to MoveBoard and every call rings with the customer's order on screen, logs itself to the job when you hang up, and brings its recording, voicemail, and transcript with it.

Works withRingCentralYour RingCentral account · OAuth 2.0
Incoming call
Company line · Boston
00:07
Lorraine Fischer
(617) 555-0142 · Somerville, MA
Matching orders
#210141BOOKEDMove Sep 18
AttachedOpen
#209877LEADMove Jun 03
Attach hereOpen
Attach to a different order
Answer
Voicemail
Decline
Order #210141 · Timeline
Inbound call from Lorraine Fischer — ended (4m 12s)
1:24 / 4:12
Transcript ready
Answered by Maria
Popup stays open · keep working the order

Quick answer

Elromco's RingCentral integration connects a moving company's RingCentral phone system to the MoveBoard CRM. Incoming calls pop up with the caller matched to their orders (name, order number, status, move date, branch), a browser softphone handles answer, hold, transfer, keypad, and voicemail, and every call is logged to the order timeline when it ends — with the recording and voicemail pulled in and available for one-click AI transcription.

Screen pop matches the caller's number to orders across all branches
Calls, missed calls, and voicemails log to the order timeline automatically
Recordings and voicemails stored in MoveBoard and playable inline
One-click AI transcription with speaker separation (on demand, not automatic)
Company-wide Calls feed with unread badges for missed calls and voicemails
OAuth 2.0 connection — shared company account or personal per-user accounts

Available on: Both plans

Key Benefits

Stop Asking “Who Called?”

The phone and the CRM finally know about each other. Every call has a customer, an order, and a record.

Screen Pop With Customer Context

When the phone rings, MoveBoard matches the caller's number to your orders and shows the customer name, order number, status, move date, and branch — before you pick up. Open the record in one click.

Every Call Logged Automatically

The moment a call ends it's written to the order timeline: answered, missed, or voicemail, with duration and who answered. Missed calls and voicemails show as unread until someone deals with them.

Recordings & Voicemails in the Timeline

Call recordings and voicemails are pulled into MoveBoard within minutes and play inline on the order — no logging into RingCentral to find the audio.

One-Click AI Transcription

Any recording or voicemail can be transcribed on demand, with speakers separated. Read the call instead of replaying it.

In the Product

See It in MoveBoard

The phone lives where your team already works — on the order.

Recent
Keypad
Lorraine Fischer
(617) 555-0142 · Sep 10, 11:19 AM
Scott Greenberg
(781) 555-0199 · Sep 10, 11:18 AM
Austin Storage Co
(737) 555-0133 · Sep 10, 10:50 AM
Hub Logistics
(919) 555-0104 · Sep 9, 9:39 AM
Ryder Rentals
(617) 555-0177 · Sep 9, 9:37 AM
Top-bar dialer
Recent calls with one-tap redial, plus a Keypad tab for any number.
Activity
AllNotesEmailsCallsMessagesTasks
RingCentral call · Sep 9, 2026, 2:11 PM
Inbound call from Priya Sharma ((717) 555-0123) to Sales Team — recording available.
0:0012:21
1x
RingCentral call · Sep 9, 2026, 2:11 PM
Inbound call from Priya Sharma ((717) 555-0123) to Sales Team — ended (15m 5s).
RingCentral call · Sep 9, 2026, 9:40 AM
Missed inbound call from Priya Sharma ((717) 555-0123) to Sales Team.
Mark as read
Email · Please Finalize Your Move Booking! · Sent Sep 9, 2:10 PM
Order timeline
Each call logs automatically with its duration and an inline recording player.
Call Transcript
Speaker 1
To ensure the highest quality service, this call may be monitored and recorded.
Speaker 2
Boston Best Rate Movers, this is Maria.
Speaker 3
Hi Maria — I'm moving on the 18th and wanted to check on my quote.
Speaker 2
Of course. I have your order right here — two bedrooms, Somerville to Brookline?
Speaker 3
That's the one. Can we add packing for the kitchen?
Call transcript
One click transcribes a recording or voicemail, with speakers separated.
RingCentral
The company connection must be made with a RingCentral administrator account — it powers call logging for the whole company. Employees connect their own accounts separately and don't need admin rights.

Connect RingCentral for this branch. A RingCentral sign-in window opens — log in and approve access. It closes automatically once you're connected.

RingCentral is connected: (617) 555-0100.
Company account · 3 users connected
Outbound caller ID
Company ((617) 555-0100)
Number shown to people you call. Doesn't affect incoming calls.
DISCONNECT
Settings › Integrations
Connect the company RingCentral account with OAuth and choose the outbound caller ID.
How It Works

Connected in Minutes

One sign-in, then the phone just works inside MoveBoard.

01

Connect With OAuth

Sign in to RingCentral from MoveBoard's Settings → Integrations. Connect one shared company line, or let each user connect their own account. No passwords stored in MoveBoard.

02

Calls Ring in Your Browser

A softphone lives in the MoveBoard top bar. Incoming calls ring with a screen pop; outbound calls dial from the keypad or your recent-calls list. A headset is all you need.

03

Work the Record While You Talk

The call popup shows every matching order. Open it, attach the call to the right job, hold, transfer, or send to voicemail — all without leaving the page you're on.

04

Everything Logs When You Hang Up

Call, duration, outcome, recording, and voicemail land on the order timeline automatically. Your whole team sees the full phone history on every job.

Browser Softphone

A Full Phone in the Top Bar

Plug in a headset and take calls without a desk phone. The dialer opens from the MoveBoard top bar with a keypad and your last seven days of calls — one tap to redial a customer who hung up.

  • Rings in the browser alongside your desk phones and the RingCentral app
  • Choose whether calls show your company number or your direct line
  • Multi-branch offices pick which line to call from
  • Clear plain-English prompts if a microphone is missing or blocked
Answer
Pick up in the browser
Voicemail
Send a ringing call to the mailbox
Hold / Resume
Park the caller, pick back up
Keypad
Send tones to phone menus
Transfer
Hand the caller to another number
Live Timer
Call duration from the first ring
Also Ringing
See and answer waiting calls
Caller ID
Show your company or direct number
Company-Wide Calls Feed

Every Call Your Office Made or Missed

A Calls feed under Communications lists every call and voicemail across all branches — who called, who answered, how long, which order, and whether there's a recording or transcript.

Communications
MessageCalls 2SMS
All branches · 09/01 – 09/30
DateTypeContactOrderDurationAudio
11:19 AM
Incoming · Maria · via Sales Team
Lorraine Fischer
(617) 555-0142
#210141
04:12
04:12
11:18 AM
Missed · Boston line
Scott Greenberg
(781) 555-0199
#215685
10:59 AM
Voicemail · Sales Team
Hub Logistics
(919) 555-0104
#210265
00:48
00:48
10:53 AM
Incoming · Ron · via Customer Service
WIRELESS CALLER
(781) 555-0176
06:17
06:17
10:37 AM
Outbound · Maria
Dana Whitfield
(857) 555-0148
#216855
02:03
02:03
  • Missed calls and voicemails count as unread until someone handles them — badges on the order and in Communications
  • Mark a call unread to deal with it later
  • Move a call to a different order, and optionally remember the number for next time
  • Filter by branch and date range
Built for Moving Offices

The Details That Matter at 4:55 PM

Designed around how a busy moving office actually answers the phone.

The popup stays when someone else answers

If a call is picked up on a desk phone, the RingCentral app, or by a teammate, the popup doesn't vanish — it shows who answered and keeps the customer's orders on screen so you can keep working the record.

Your customer's name, not the carrier's

MoveBoard shows the name from the matched order instead of the carrier caller ID that often reads "WIRELESS CALLER". Unknown numbers can be attached to an order in one search.

Built for multiple branches

Every connected branch rings at once. Choose which line to call from, and calls attach to the order's branch even when a customer dials a different location.

Your call data, in your MoveBoard

Recordings and voicemails are stored in your MoveBoard files, not just linked. Your RingCentral login token never reaches the browser, and every request is scoped to your company.

FAQ

RingCentral Questions Answered

Already on RingCentral?

Turn It On This Week

We enable the integration on your account and walk your office through the sign-in. Book a demo to see it live first.

Don't have RingCentral yet? ringcentral.com