Global Relay VoIP Integration

Intulse created a VoIP integration for Global Relay for industries where archiving mobile communications for compliance is a must, like in financial services. The Intulse VoIP phone system integrates seamlessly with many popular and industry-specific CRMs for financial advisors, offers call recording, and business SMS texting so it only makes sense that the next step would be a powerful integration with an archival tool like Global Relay.

Archival Tools: Simple, Powerful, Compliant

Intulse VoIP phone service offers SMS texting for financial management and other businesses. However, some industries require archiving for compliance and that is where tools like Global Relay are a must-have if mobile communications are being used with clients.

Simply put, if you are a financial management agency or financial advisor, or handle anything governed by FINRA and you are using mobile communications you are likely already using a tool like Global Relay. Intulse can take your compliance and convenience a step further.

By combining an integration like Global Relay with other VoIP integrations for tools like Redtail, Wealthbox, and more Intulse can help you consolidate your compliance, workflow, and information needs.

• Instant Archiving: All SMS text messages sent or received through the Intulse VoIP phone system using the Intulse App (on desktop or mobile) will be instantly archived for compliance purposes
• Flexibility: Combine the Global Relay integration with other VoIP integrations for CRMs and business software to take your communication to the next level

Why Integrate VoIP with Global Relay?

You can have a phone system that communicates seamlessly with Global Relay, allowing for the instantaneous archival of all business SMS texts sent or received through your business numbers. The power of this can be expanded even more when using the Intulse App on your mobile devices. You will have the ability to send and receive SMS text messages through the app, and they will all be archived in Global Relay.

HOW DOES INTULSE INTEGRATE WITH Global Relay?

Our integration provides the following functionality:

• Instant archiving of all SMS texts sent and received using the Intulse App and VoIP phone system.
• It allows for combined integrations with other software like CRMs like Wealthbox and Redtail.

Intulse can help determine your needs and what is required for integration as part of the discovery call.