Wealthbox

Integration Features

• Click-to-Call:  Place phone calls from within Wealthbox using click-to-call buttons on any phone number, saving time and improving call efficiency.
• Click-to-Text:  Send texts from within Wealthbox using click-to-text buttons on any phone number.
• View Call History:  Log calls with detailed notes, including a full call recording file with one click. You can then view a log of all calls made or received by your staff. This log includes the date, time, duration and call recording file (optional) of every call.
• View Texting History: All text exchanges made by your staff will appear in Wealthbox on a person’s profile. This is a powerful feature to help protect your team should any questions arise around appropriate use of messaging.
• Contacts Activities Access:  Quickly add any call notes to a person during the call and they will show up in the Wealthbox contact record's call log.
• Pop-up Alerts with Profiles:  Incoming calls trigger a toast notification to open the caller’s profile in Wealthbox BEFORE you answer the call! This helps you quickly learn about the latest details of the caller so that you can serve them better and more efficiently.
• Call Anyone from Anywhere:  Whether on desktop or mobile, the Intulse app allows users to search Wealthbox contacts and call or text them.
• Unrecognized & New Numbers:  Intulse now allows the creation of new contacts, or the addition of new phone numbers to existing contacts through the Wealthbox integration.

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.