Wealthbox CRM VoIP Integration

Integrate your phone system and Wealthbox CRM to maximize business and streamline customer data. The Wealthbox VoIP integration streamlines communication workflows for agents which can enhance productivity. Additionally, you can track customers through their journey from initial lead to follow up communication.

Why Integrate Intulse VoIP with Wealthbox CRM?

Organizations like yours partner with Intulse for seamless integrations between their phone and CRM, additional convenience, and automatic logging of customer data.

Compliance and detailed documentation for Financial Advisors and Advisory Firms? We’ve got it all covered.

From a few users to several hundred, our team works with them all to ensure they fully harness the power of our unified communications tools. We take time to get to know your organization’s unique needs and offer support and training to help you get the most out of your Intulse phone system.

The Intulse integration is a native Wealthbox API integration. Once it is initially connected inside the Intulse App, it automatically interacts with the Wealthbox CRM without any user intervention or clicking required.

• Click-to-Call: Place calls from within Wealthbox by clicking phone numbers, saving time, and improving call efficiency
• Pop-Ups on Calls: Incoming and outgoing calls trigger screen notifications with a 360° view of the caller, their information, and notes
• Call Notes: Quickly add call logs to a contact’s notes in Wealthbox. Notes automatically contain all information about the call such as start time, duration, and direction (inbound/outbound)
• Business SMS Texting: Send and receive text messages (SMS) between colleagues, clients, and internal departments which are also logged, stored, and accessible
• Multi-CRM Sync: Automatically keep your contact interactions logged and synced across multiple CRMs, if needed

Seamless VoIP Integration for Wealthbox

Intulse VoIP phone solutions offer a flexible, feature-rich web-and-mobile CRM integration that provides full access to client communication records. This is all done on a robust network that can grow and change with your organization.

Are you tired of losing track of customer information and not having a simple, transparent data solution? Those days are long gone. We help you simplify the way you communicate, increase call efficiency, and better manage your business leads.

Creating Collaborative Experiences with Wealthbox

Intulse takes the power of Wealthbox to the next level with our VoIP integration. The convenience of call auto-logging, call recording, and the ability to add detailed call notes are just a few of the ways your business have proper compliance documentation.

What’s the benefit of integrating VoIP services with Wealthbox?

Intulse is taking the Wealthbox database solution’s power to the next level with our deep VoIP integration for Wealthbox. 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 Wealthbox
• 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 Wealthbox 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 Wealthbox

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 Wealthbox
• 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 Wealthbox
• Leverage our click-to-call feature for every phone number in the Wealthbox 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.