Virtuous CRM VoIP Integration

With the Intulse Virtuous CRM VoIP integration you can streamline your communication and donor management. Intulse’s integration with Virtuous CRM seamlessly connects your phone system to your CRM, empowering your team to work smarter, not harder. Every screen in the Intulse App that displays a phone number will automatically search the caller ID within Virtuous CRM, returning matching a donor’s contact information or organization records instantly.

When a call comes in, instead of just the Caller ID, you’ll see the caller’s name as it appears in Virtuous CRM. Clicking the name allows you to open their account in Virtuous CRM right from the Intulse App. Quickly add call notes to a contact’s activity, complete with essential details like call start time, duration, direction (inbound/outbound), and even a link to the recording if enabled. You can also initiate calls to Virtuous CRM contacts directly from the Intulse App by searching for their name on the “My Phone” screen.

A Feature-Rich Integration for Greater Impact

Intulse VoIP phone service provides a flexible, robust communications platform that evolves with your organization’s needs. Whether you’re a small team or managing hundreds of users, our solution scales seamlessly to meet your goals.

With 100% US-based support and training, we take the time to understand your unique needs and provide a phone system that simplifies communication and maximizes your productivity. Setup is straightforward, and our reliable service ensures you stay connected and efficient.

Key Features of Intulse’s Virtuous CRM Integration

• Caller Insights: Instantly identify who’s calling and link directly to their record in Virtuous CRM.
• Call History: Log detailed call activity, including notes, timestamps, durations, and call recordings—all in one place.
• Click-to-Call: Start a call with any Virtuous CRM contact by clicking on their phone number in your database.
• Automatic Call Recording: Every call is recorded and saved as a note in the relevant Virtuous CRM record for easy access and review.
• Effortless Call Notes: Document your calls without switching between systems—details are automatically synced with Virtuous CRM.
• New Contact Creation: Add unknown numbers to existing records or create new contacts in Virtuous CRM directly from the Intulse App.

Why Integrate VoIP with Virtuous CRM?

The Intulse and Virtuous CRM integration bridges communication gaps, creating a seamless experience that keeps your team focused on what matters most—engaging with your donors and stakeholders. From real-time syncing to click-to-call functionality and automated call logging, this integration eliminates inefficiencies, saving you time and effort.

Does your current phone system leave you feeling disconnected or unproductive? Intulse’s solutions are designed to enhance your workflow and relieve the stress of outdated or siloed communication tools.

Let’s make your phone system work as hard as you do.

HOW DOES INTULSE INTEGRATE WITH Virtuous CRM?

Our integration provides several layers of functionality:

• It allows for click to call from inside Viruous CRM (or any other website).
• It allows for incoming calls trigger popup notifications that include Virtuous CRM information and a direct link to the relevant Virtuous CRM records.
• It allows for the Intulse app to show Virtuous CRM contact record information on any screen that would normally just show a phone number.
• Call logging for outbound and inbound calls can be done manually or automatically into Pipedrive so a complete record of all calls exists in Virtuous CRM.
• You can start calls to Virtuous CRM contacts from the Intulse app.

WHAT IS CLICK-TO-CALL INSIDE Virtuous CRM?

Click-to-call for outbound calls is a feature included with the Virtuous CRM VoIP integration which makes it easier than ever for your team to serve donors within your CRM.

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 Virtuous CRM
• 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 Virtuous CRM
• 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.