Insightly CRM VoIP Integration

Intulse’s Insightly integration seamlessly merges your phone system with your CRM, providing the best of both tools and streamlining your customer communication.

The Intulse VoIP integration offers a one-stop-shop for UCaaS (Unified communications as a service) with CRM enhancements. Enjoy a wide range of feature-rich tools, a dedicated team of 100% U.S.-based support staff, and a system that perfectly fits your goals and needs.

Why Integrate Insightly with VoIP?

Intulse’s Insightly VOIP integration seamlessly blends your phone and communication records with your Insightly CRM database.

Our all-in-one solution offers an entire ecosystem with everything you need to put your customers at the heart of your business and keep them top of mind.

With the help of Intulse, onboarding your sales team is simple, and you don’t have to worry about training or troubleshooting down the line. Get back to putting your time and attention where it is best spent. No more confusing contact notes, lack of connectivity, or difficulty managing your phones.

With so many options to choose from, Intulse helps you learn the tools you need and affordably implement your solution.

• Click-to-Call Features: Place phone calls from within Insightly using click-to-call buttons on any phone number, saving time and improving call efficiency
• Pop-up Alerts: Incoming and outgoing calls trigger alerts with caller information. This helps your team deliver informed, quality interactions
• Call Log Sync: Sync your VoIP call log to Insightly automatically or manually with ease so that agents can efficiently log call details and notes
• Automatic Contacts Sync: Sync Insightly contacts to your VoIP widget for easy direct dialing, which are also accessible by search within the Intulse App
• Contacts Activities Access: Quickly add any call notes to a contact’s log. Notes automatically contain all information about the call such as start time, duration, inbound or outbound direction, and a link to the recording if the call was recorded

Having the power of two tools is great, but having one place to access everything is even better. With Insightly and VoIP integrated, you can enjoy one centralized location to access all of the information you need.

Equipping your team with customer information helps better manage relationships and provide exceptional customer service to your clients.

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

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

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