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Inteveo EcoLink

Plans

Three plans. Pick how much of the platform you switch on.

Every plan includes the agent desktop, the AMS integration and the support. What differs is how many modules come switched on — and whether you pick the ones you need or take them all.

Each plan is available bundled with RingCentral RingEX service, equipment and managed installation — or standalone, added to RingCentral service you already run.

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Bundled or Standalone

Standalone requires an active RingCentral service. EcoLink does not currently integrate with other phone systems.

Core

The connected agent desktop, with your AMS wired in.

For the agency that wants calls to arrive on the right record and log themselves — and nothing it has to configure.

  • Command agent desktop
  • RingCentral telephony integration
  • AMS integration — Applied Systems and Vertafore
  • Screen pop on inbound call, matched to the customer
  • Automatic activity write-back
  • Unified communication history — calls, SMS and email
  • Call recording against the customer record
  • eContact — add and manage numbers in the call block
  • Real-time presence and transfers
  • Policies and suspense surfaced inline
  • Standard support and onboarding
Request Core
Most flexible

Business

Core, plus only the integrations you actually want.

For the agency that needs two or three specific things and has been burned buying a whole tier to get one of them.

Everything in Core

  • Command agent desktop
  • RingCentral telephony integration
  • AMS integration — Applied Systems and Vertafore
  • Screen pop on inbound call, matched to the customer
  • Automatic activity write-back
  • Unified communication history — calls, SMS and email
  • Call recording against the customer record
  • eContact — add and manage numbers in the call block
  • Real-time presence and transfers
  • Policies and suspense surfaced inline
  • Standard support and onboarding

Plus

  • AIRS — AI call routing
  • Outlook integration

Add any of these — pay only for the ones you want

  • Optional add-on: IQ · eTrans · eMessage · eSIG

Most agencies land here.

Request Business

Advanced

Every module included, nothing to configure.

For the agency that would rather have everything on from day one than decide module by module.

Everything in Business

  • Command agent desktop
  • RingCentral telephony integration
  • AMS integration — Applied Systems and Vertafore
  • Screen pop on inbound call, matched to the customer
  • Automatic activity write-back
  • Unified communication history — calls, SMS and email
  • Call recording against the customer record
  • eContact — add and manage numbers in the call block
  • Real-time presence and transfers
  • Policies and suspense surfaced inline
  • AIRS — AI call routing
  • Outlook integration

Plus

  • IQ — daily actions
  • eTrans — transcription and summaries
  • eMessage — two-way SMS with SmartText
  • eSIG — eSignature
  • Multi-location deployment and API access
  • Priority support and dedicated onboarding

Everything switched on from day one.

Request Advanced

Larger engagements

Multi-location brokerages, acquisitive groups and agencies running more than one management system are handled individually rather than from a plan card. Tell us the shape of the organisation and we will come back with options.

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The bundled program costs less than assembling it yourself.

Agencies buying RingCentral service, equipment and AMS integration separately typically pay nearly 50–60% more than the EcoLink bundled price.

What comes with each plan

Core

  • Command agent desktopIncluded
  • AMS integration — Applied & VertaforeIncluded
  • Screen pop and activity write-backIncluded
  • Unified communication historyIncluded
  • eContact — unified account viewIncluded
  • AIRS — AI call routingNot included
  • OutlookNot included
  • IQ — daily actionsNot included
  • eTrans — transcription and summariesNot included
  • eMessage — two-way SMS with SmartTextNot included
  • eSIG — eSignatureNot included
  • Multi-location deployment and API accessNot included
  • Priority support and dedicated onboardingNot included

Bundled only — these three rows disappear in Standalone

  • RingCentral RingEX phone serviceIncluded
  • Phone equipment — desk phone or headset per userIncluded
  • Managed installation — IVR rebuild, number porting, go-liveIncluded

Business

  • Command agent desktopIncluded
  • AMS integration — Applied & VertaforeIncluded
  • Screen pop and activity write-backIncluded
  • Unified communication historyIncluded
  • eContact — unified account viewIncluded
  • AIRS — AI call routingIncluded
  • OutlookIncluded
  • IQ — daily actionsAdd-on
  • eTrans — transcription and summariesAdd-on
  • eMessage — two-way SMS with SmartTextAdd-on
  • eSIG — eSignatureAdd-on
  • Multi-location deployment and API accessNot included
  • Priority support and dedicated onboardingNot included

Bundled only — these three rows disappear in Standalone

  • RingCentral RingEX phone serviceIncluded
  • Phone equipment — desk phone or headset per userIncluded
  • Managed installation — IVR rebuild, number porting, go-liveIncluded

Advanced

  • Command agent desktopIncluded
  • AMS integration — Applied & VertaforeIncluded
  • Screen pop and activity write-backIncluded
  • Unified communication historyIncluded
  • eContact — unified account viewIncluded
  • AIRS — AI call routingIncluded
  • OutlookIncluded
  • IQ — daily actionsIncluded
  • eTrans — transcription and summariesIncluded
  • eMessage — two-way SMS with SmartTextIncluded
  • eSIG — eSignatureIncluded
  • Multi-location deployment and API accessIncluded
  • Priority support and dedicated onboardingIncluded

Bundled only — these three rows disappear in Standalone

  • RingCentral RingEX phone serviceIncluded
  • Phone equipment — desk phone or headset per userIncluded
  • Managed installation — IVR rebuild, number porting, go-liveIncluded
  • ePrompt — inside IQ. Prompts the agent on what to ask the customer while the call is live.
  • SmartText — inside eMessage. One agency number carries all SMS and MMS; EcoLink parses every message to the right account.
  • DataExchange — pulls coinciding information across multiple AMS and CRM applications, so an agency running more than one system sees one picture.

AIRS routing is included with Business and Advanced. Agencies with high-volume or enterprise routing requirements are scoped individually, at additional cost.

How pricing works

Pricing and availability depend on your plan, the number of users and locations, and the options you select.

eTrans includes 500 transcriptions and summaries per month, per agency account, with paid options above it.

Features are enabled at account level and apply to every user — individual users cannot opt in or out separately.

What's in the bundle

  • One fixed price per user — the same rate as the agency scales, single office through multi-branch.
  • No per-minute or per-message fees.
  • Price held for 48 months. No annual increases inside the term.
  • Minimum 10 users.
  • Billed monthly. Annual terms available on request.
  • Add seats any time, at the price you signed at. The per-user rate is held for the full 48 months, so every seat you add later costs what your first ones did.
  • Your plan and modules run for the term. Seat count can grow but not fall below the number you started with.
  • Regulatory fees and taxes sit outside the fixed price — e911, federal universal service, state and local tax.

Short FAQ

Can we add people during the term?

Yes, at any time — and at the rate you signed at. Your per-user price is held for the full 48 months, so the seats you add in year three cost what your first ones did. Seat count can grow; it cannot fall below the number you started with.

Which plan should we choose?

The one that fits how the agency works today, with room for how it will work in three years — your plan and your modules are chosen at signup and run for the term. Tell us your seat count and what your team does on the phone all day, and we will tell you which of the three fits, including if that is the smallest one.

What if I already have RingCentral?

Take any plan standalone. You keep your service; EcoLink adds the integration layer.

What if I am on a different phone system?

The bundled solution is the path — EcoLink does not currently integrate with other phone systems, and the bundle usually costs less than what an agency is already paying across separate vendors.

Do you integrate with ImageRight?

Yes — as part of the Vertafore line, at additional cost. It is an integration rather than a plan module, so it is priced alongside the AMS work rather than inside a tier.

What happens to my numbers?

Every number ports. Nothing is retired or replaced.

Who installs it?

We do — IVR and auto attendant rebuilt to match what you run today, complete managed installation, US-based support through cutover and for the term.

Do we own the phones?

No. Devices are included for as long as you subscribe, appear as rentals inside the total price, and remain Inteveo's equipment. A failed handset is replaced, not repaired at your cost.

Tell us your seat count and which AMS you run.

That is enough for us to tell you which plan fits, what it costs and what moving would involve — and to say so if the answer is that you should stay where you are.

Request DemoTalk to sales

Sales 800.501.2756