Seamless Redtail VoIP Integration
Making Compliance and Communication Easy

Intulse's VOIP phone solution for Redtail CRM provides you with a flexible, feature-rich communications system on a robust network that can grow and change with your organization

Easy-to-Use Software

Native CRM Integrations

4.6 Capterra Rating

100% US-Based Support

Also Awarded Capterra’s 2020 Best Value VoIP Provider

Why Intulse VOIP Integration for Redtail CRM?

Organizations like yours partner with Intulse for Redtail CRM VOIP integration to achieve a seamless workflow, the convenience and ease of setup and management, click-to-call functionality, and automatic or manual call logging/tracking that help with compliance and detailed documentation specifically designed for financial professionals.

Redtail VoIP Integration Simplifies Communication

Intulse offers your company Redtail CRM VOIP integration, simplifying the way you communicate, increasing call efficiency, and improving the quality of customer interactions.

Chat, text, and call from any device with staff or clients to streamline communications, all in one system. By syncing your Redtail CRM, you have multiple points of contact and tracking at your convenience.

Key Features of Intulse's VoIP Integration with Redtail

Click-to-Dial

Place calls from within Redtail by clicking one a phone number. This saves time and improves call efficiency.

Pop-Up with Caller's Redtail Info

Incoming and outgoing calls triggers a screen pop, putting you one click away from the contact's record in Redtail. Get a 360° view of the caller, so you can have a quality interaction.

Note Entry for Calls & Call Logging

Quickly add call notes to a contact's activity, and select which category you'd like calls to be logged. The note will automatically contain all the basic information about the call, such as start/end time and date.

Seamless Contact Converting

ANY phone number in your platform converts to a name if the number exists in Redtail. That name then becomes a direct link to the contact within Redtail.

Make the better call & better your business​

Deep Redtail Integration

Incoming call notifications provide intel & quick access to that Redtail record

Create call logs as notes or activities

Create custom call categories to be applied to incoming and outgoing calls

Click to dial ANY number in Redtail 

Log calls automatically or manually – during or anytime after the call is completed

Search all contacts in Redtail from the Intulse App – then One click dial

Have your SMS communications from the Intulse App auto-logged as a note

Salesforce phone integrations for teams

Say Goodbye To Unorganized Contacts and Calls

With Intulse for Redtail integrations, long gone are the days of handwritten call notes and unorganized contacts. Leave CRM confusion at the door, and trust our team of experts to create a seamless, easy to navigate experience for your team with Redtail.

Connect all of your notes and contacts on both Windows® and Mac®, using Google Chrome/Firefox, and don’t second guess where to find the information you need. With the click of a button, your VOIP and CRM become one.

Creating Collaborative Experiences with Redtail

Intulse is taking the power of the Redtail database solution to the next level with our deep integration.

The convenience of call auto-logging, call recording, and the ability to add detailed call notes are just a few of the items that greatly assist your organization in maintaining compliance documentation and creating collaborative experiences for everyone. 

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A VoIP Partner You Can Trust

Intulse’s 100% US-based customer service, commitment to our clients, easy-to-use software, and our 4.6-star rating earned us a feature as 2020’s Best Valued VOIP by Capterra.com

But don’t just take our word for it. We promise to do what we say and earn your trust as a valued partner. And, if that’s not enough, we back it up with a 30-day money-back guarantee.

 

“I’ve worked in several offices over the past 30 years and honestly Intulse is the best phone system I have ever used.The integration with our CRM is incredible and the phone history is so easy to view, as well as the Dashboard that has capabilities I have never seen made available to an average user before. I love how easily I can turn my laptop into a phone just by plugging in a headset. GREAT feature.” 
— Leanne, Stewardship Advisors

Here is how easy it is to get up and running with your new Redtail VoIP integration:

Schedule Your
Discovery Call

Book time with a VoIP advisor to learn more about our surprising flexibility and affordability

Demo &
Review Quote

On our call, we’ll dive into a full-feature demo, answer your questions, and review your custom quote

System Setup & Onboarding

After agreements are signed, we’ll set up your phones, configure your system, and train your team

Dedicated, Long-term Support

Your dedicated, 100% US-based support team is always just a click or a call away to help with your changing needs

Make the better call & better your business​

Contact us Today for a Free Demo & Custom Quote

Just fill out the form, and we’ll be in touch soon to help you get:

  • Managed VoIP System gives you a dedicated team to help you with anything, any time
  • Easy-to-Use software with dashboard for better compliance and automation
  • Custom Pricing for a system that meets your specific needs and budget
  • 100% US-Based Support, with dedicated long-term customer service and support
  • Flexible Device Options allow you to buy new phones or bring your own devices

Frequently Asked Questions

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.

Depends. If you are currently on a Cloud Based VoIP system, we can likely reuse your VoIP phones. If on a traditional analog system, then yes. There are also options to not use a physical phone at all.

Zero. Our onboarding professionals will be able to assist you with transitioning in a seamless manner, affording you zero downtime in making this valuable change.

Learn more about switching to VoIP…

Assuming you already have a broadband (not DSL) connection, you are likely fine. Our Codec uses 100 KBps per phone call, which means you can make/receive 10 simultaneous calls and you are only using 1 MB of bandwidth. Want more detail? Contact us or see our help documentation about network readiness.

No. While the phones on your desk may not be able to ring due to internet/power outage at your location, the hosting site where your phone server resides is still up and functioning. We have several App & call forwarding options to keep you in touch with your customers and prospects.

No, they are not required with Intulse.

Unlike other providers, we’re confident we’ll earn your trust, so we offer month-to-month as our standard contract.

However, with our custom pricing based on your needs and budget, we have the opportunity to offer you additional reduced rates if you want a long-term contract.

It’s important to check with your existing provider to be sure you are not currently under a long-term contract.

That is very possible. With the Intulse Dashboard App, you can make and receive calls on your Apple/Android device easily, without disclosing your personal cell number.

If you use another provider, the answer is Yes! However, Intulse takes care of all the system set-up and ongoing updates/changes/alterations for you… it’s a breeze! We become an extension of your organization, supporting your phone system. And did we mention that all of our support is US-based?

Intulse is taking the power of the Redtail database solution to the next level through our deep integration. The convenience of call auto-logging, the ability to add detailed call notes, and call recording are just some of the benefits that greatly assist your organization in maintaining compliance documentation.

    • Alerts provide detail on who is calling and offer a direct link to that record in Redtail
    • View call history and log calls with detailed notes including a full call recording link with one click
    • Search & One-Click Call any contact in Redtail, from the Intulse My Phone Screen.
    • Have every phone interaction auto-logged as a note or an activity – it’s up to your organization to decide what fits best
    • Click the name of a person on an active call and get an info box displaying photo, Important Information, Servicing and/or Writing Advisors
    • Leverage our click-to-call feature for every phone number in the Redtail database
    • Have every SMS communication logged to the corresponding account in Redtail automatically.

Intulse offers many integration features:

    • Auto-logging: Have every phone interaction auto-logged as a note or an activity – it’s up to your organization to decide what fits best
    • Call recording
    • Click the name of a person on an active call and get an info box displaying photo, Important Information, Servicing and/or Writing Advisors
    • Alerts provide detail on who is calling and offer a direct link to that record in Redtail
    • Ability to add detailed call notes
    • View call history and log calls with detailed notes, including a full call recording link with one click
    • Leverage our click-to-call feature for every phone number in the Redtail database
    • Have every SMS communication (text messages) automatically logged to the corresponding account in Redtail.
    • Search & One-Click Call any contact in Redtail, from the Intulse My Phone Screen.

Schedule Your Discovery Call

Live, Full-Feature Demo and a Custom Quote based on your specific needs is included.

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Have Other Questions?

Our team is here to help! To get started,