Insightly

Is your business using Insightly? If so, then super charge it with Intulse!

Intulse is taking the power of Insightly to the next level through a custom integration designed to give one-click access from your database to your phone and back. Combined with call routing capabilities, optimized tracking, call logging, texting and mobile capabilities, welcome to a business phone system that’s truly dialed into what you need to be efficient and effective.

Integration Features

Click-to-Call:  Place phone calls from within Insightly using click-to-call buttons on any phone number, saving time and improving call efficiency.
Click-to-Text:  Send texts from within Insightly 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.
Contacts Activities Access:  Quickly add any call notes to a person during the call and they will show up in the Insightly contact record's call log.
Pop-up Alerts with Profiles:  Incoming calls trigger a toast notification to open the caller’s profile in Insightly BEFORE you answer the call! This helps you quickly learn about 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 Insightly contacts and call or text them.

Insightly 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.

Insightly

Integration Features

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