Smarsh

Intulse is proud to offer a seamless integration with Smarsh, a leading provider of archiving and compliance solutions. Our powerful integration allows you to effortlessly capture, store, and manage SMS text messages sent and received using the Intulse VoIP phone system. This ensures regulatory compliance for offices in the finance management and insurance industries.

Integration Features

All SMS text messages sent or received through the Intulse VoIP phone system using the Intulse App (on desktop or mobile) will be instantly archived for compliance purposes.
Your SMS text communications are retained and easily accessible to meet legal and industry-specific compliance requirements like FINRA.
Combine the Smarsh integration with our other integrations like Redtail, Wealthbox, AgencyBloc, and more, enabling Intulse to help you consolidate your compliance, workflow, and information needs.

Smarsh setup screen in the Intulse App

Setup is easy. Follow our step-by-step guide to setup your integration. As always, our support team is standing by should you need any help.

Smarsh

Integration Features

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