PROFESSIONAL SERVICES
RELATIONSHIP INTELLIGENCE
Navigate relationships with speed and precision
Client and referral relationships demand precision. But to be precise, you need to balance your inbox, notes and spreadsheets. Rings creates one place that gives you speed and precision.
Complete Relationships
Client and referral context lives in inboxes, notes and spreadsheets, requiring human glue to become legible. Rings makes every relationship legible in seconds.
Creation & Enrichment
Rings automatically creates your relationship graph from your email history, attaches them to the right company and keeps the data clean.
Activity Capture
When you see a client or referral source and think "when was the last time we talked?", you shouldn't need to click to get that answer. Wherever people or companies are in Rings, activity history is there too.
RECURRING CRM
Center your processes around people
Transactional CRMs are built around dollars. Rings’ processes and stored data are centered around people.
Pipeline
Rings' association model is built for the multi-stakeholder reality of client engagements — attach any combination of people or companies to any process.
Intros & Referrals
When tracking an intro or a referral, Rings' association model lets you capture all involved parties and roll up the data over time.
Notes & Context
Getting your notes into Rings is simple and once they're there, they're woven into every client and referral relationship, one click from wherever you are in Rings.
RINGS DATA
People and company data, already baked in
Rings has 150M+ people and company records on Day 1.Your relationship data is overlaid on all of it.
SERVED INTELLIGENCE
Complete AI, built on team-wide context
Managing a compounding referral network means managing years of relationship details across your entire team. Rings serves you complete intelligence rooted in deep activity, note, process and relationship context — so every client conversation starts with the full picture.
Controlled, rapid onboarding
Rings builds your network from your email automatically and already has millions of companies and people in its database. Firm-specific process histories are safely transferred by our human data team — who have helped transition Rings customers from every major CRM and know your workflows deeply.
Relentlessly secure
Rings meets US & global security standards, enables three layers of user-level privacy and never shares or sells your data. Ever.
Native where relationships live
Your Rings data travels with you, on the web or across the globe. Our Chrome extension is available in Gmail, LinkedIn and across the web. Rings’ IOS app is as complete as the web app.
Professional Services
Professional Services
Client engagements, business development and referrals — three core workflows, one relationship-first data model. Here is how each one works in Rings.
01
Client Engagements
Flexibility
A client engagement is never just one contact. Rings’ association model lets you attach the client company, its stakeholders, your engagement lead and the partner who referred the work to a single engagement — capturing the full cast that other CRMs force you to flatten into one name.
Knowledge Management
Rings automatically centralizes all email and meeting comms for an engagement, alongside commenting and storage for notes, files and tasks — keeping every piece of context behind a client in one place instead of scattered across inboxes and drives.
Customization
Rings is completely customizable, letting you add the fields and build the views that match your practice areas and engagement stages, so the system reflects how your firm actually runs work.
Integrated workflows
Rings integrates email into your engagement pipeline, letting you follow up, forward or open new threads without bouncing between your inbox and your CRM.
02
Business development
Relationship mapping
Winning work starts with the warmest way in. Rings’ Pathpower® maps your firm’s collective relationships across the market, so for any target account you can instantly see which colleague can make the introduction.
Integrated data
Business development usually means living between a data provider and your CRM. Rings overlays your relationship and Pathpower® data onto 150M+ company and people records, so prospecting and relationship context sit in one view.
Bulk outreach
A pipeline means working a whole universe of prospects, not one at a time. Rings lets you segment that universe into custom views and lists, then work each segment systematically without losing the personal context that wins engagements.
03
Referrals
Tracking referrals
Referrals are the lifeblood of a services firm, and each one has more than one party. Rings’ association model lets you attach the referrer, the recipient and the resulting client to a single record and roll that history up over time.
Source intelligence
Not every referral source is equal. Because Rings rolls every referral up against the people and companies who sent it, you can see at a glance which sources actually drive business — and where to invest your time in return.
Reciprocity
Referral relationships go two ways. Rings tracks the intros and referrals you send out, not just the ones you receive, so you always know where you owe and where you’re owed.