Redtail VoIP Integration

The Intulse VoIP phone system integration for Redtail CRM makes compliance and communication easy and provides you with a flexible, feature-rich communications system on a robust network that can grow and change with your organization.

Why Intulse VOIP Integration for Redtail CRM?

Organizations like yours partner with Intulse for Redtail CRM VOIP integration to achieve a seamless workflow, the convenience and ease of setup and management, click-to-call functionality, and automatic or manual call logging/tracking that help with compliance and detailed documentation specifically designed for financial professionals.

Redtail VoIP Integration Simplifies Communication

Intulse offers your company Redtail CRM VoIP integration, simplifying the way you communicate, increasing call efficiency, and improving the quality of customer interactions.

Chat, text, and call from any device with staff or clients to streamline communications, all in one system. By syncing your Redtail CRM, you have multiple points of contact and tracking at your convenience.

• Click-to-Dial: Place calls from within Redtail by clicking one a phone number. This saves time and improves call efficiency
• Pop-Up with Caller’s Redtail Info: Incoming and outgoing calls triggers a pop-up alert, putting you one click away from the contact’s record in Redtail. Get a 360° view of the caller, with easy access to all contact information
• Note Entry for Calls & Call Logging: Quickly add call notes to a contact’s activity, and select which category you’d like calls to be logged. The note will automatically contain all basic call information, such as start/end time and date
• Seamless Contact Conversion: Any phone number in your platform converts to a name if the number exists in Redtail. That name then becomes a direct link to the contact within Redtail
• Business SMS Text Logging: Auto-log SMS communications from the Intulse App as a note in the client’s record
• Searchable Contacts: Search all Redtail clients by name and dial from within the Intulse App
• Unrecognized & New Numbers: Intulse now allows the creation of new contacts, or the addition of new phone numbers to existing contacts through the Redtail integration

With Redtail VoIP integrations from Intulse, the days of handwritten call notes and unorganized contacts are long gone. Leave CRM confusion at the door, and trust our team of experts to create a seamless, easy to navigate experience for your team with Redtail.

Connect all of your notes and contacts on both Windows® and Mac®, using Google Chrome/Firefox, and don’t second guess where to find the information you need. With the click of a button, your VoIP phone system and CRM become one complete communications tool.

Creating Collaborative Experiences with Redtail

Intulse is taking the power of the Redtail database solution to the next level with our deep integration.

The convenience of call auto-logging, call recording, and the ability to add detailed call notes are just a few of the items that greatly assist your organization in maintaining compliance documentation and creating collaborative experiences for everyone.

WHAT’S THE BENEFIT OF INTEGRATING VOIP SERVICES WITH REDTAIL?

Intulse is taking the Redtail database solution’s power to the next level with our deep VoIP integration for Redtail. The convenience of call auto-logging, call recording, ability to add detailed call notes are just a few of the many features that greatly aid your organization in maintaining compliance documentation.

• Detailed alerts on who is calling with a direct link to that record in Redtail
• View call history and log calls with detailed notes, including a full call recording link, with only one click
• Click the name of a participant on an active call and see an info box that displays their photo, background Info, and other Important Info about the contact
• Leverage our click-to-call feature for every phone number in the Redtail database, and have your caller-id show up as your business number
• Have every phone interaction auto-logged as a note in that contact’s record in Redtail

WHAT INTEGRATION FEATURES DOES INTULSE PROVIDE?

Intulse provides the following integration features:

• Alerts provide detail on who is calling and offer a direct link to that record in Redtail
• Ability to add detailed call notes
• Call recording
• Click the name of a person on an active call and get an infobox displaying photo, background info, and other important info about that contact
• Have every phone interaction auto-logged as a note in that contact’s record in Redtail
• Leverage our click-to-call feature for every phone number in the Redtail database, and have your caller-id show up as your business number

CAN I USE MY EXISTING PHONE & FAX NUMBERS WITH VOIP?

Yes, almost every active voice/fax number is portable via federal guidelines, meaning you can likely keep your phone number. Intulse can confirm if your numbers are portable as part of the discovery call.

WHAT IF I WANT TO JUST USE MY CELL PHONE FOR VOIP?

That is core functionality of the Intulse App. You can make and receive calls on your Apple/Android device easily, without disclosing your personal cell number.