Inbound to assigned in one step
A new inquiry is created as a lead, enriched with what the customer asked for, and routed to the right owner by your rules.
CRM integration
Keep Salesforce. RSG connects it.
Salesforce is rarely the problem. The problem is that the phone system, the website, the calendar, and the inbox all hold pieces of the customer story that never make it into the record.
RSG builds the connections that put those pieces into the Salesforce org you already run, mapped to your objects, your fields, and your stages.
What RSG connects in Salesforce
Leads and contacts, created from inbound calls, forms, and chat
Opportunities and stage changes, driven by real events
Activities, call summaries, and tasks on the right record
Custom fields and objects specific to how your business sells
What that makes possible
Activity logged automatically
Calls, texts, and booked appointments are written to the record as they happen, so the timeline is complete without manual entry.
Stalled opportunities surfaced
Opportunities with no activity past your threshold trigger a follow-up or a task, before they quietly age out.
Integration availability depends on each platform's API, plan tier, and account permissions, and is verified for your specific accounts during scoping. RSG builds against each platform's published interfaces and does not claim official partnerships with any company listed here. Product names and logos are trademarks of their respective owners.
Already on Salesforce? Start there.
On a strategy call we look at how Salesforce is set up today, where work is falling between it and your other tools, and what connecting them would involve. You keep the account, the data, and the login.