Wealthbox CRM VoIP Integration
Intulse VoIP
& Wealthbox

Integrate your phone system and Wealthbox CRM to maximize business and streamline customer data

Easy-to-Use Software

Native Wealthbox Integration

4.6 Capterra Rating

100% US-Based Support

Also Awarded Capterra’s 2020 Best Value VoIP Provider

Why Intulse VOIP Wealthbox Integration?

Organizations like yours partner with Intulse for seamless integrations between their phone and CRM, additional convenience, and automatic logging of customer data.

Compliance and detailed documentation for Financial Advisors and Advisory Firms? We’ve got it all covered.

Custom Support For Your Every Need

From a few users to several hundred, our team works with them all to ensure they fully harness the power of our unified communications tools. We take time to get to know your organization’s unique needs and offer support and training to help you get the most out of your Intulse phone system.

The Intulse integration is a native Wealthbox API integration. Once it is initially connected inside the Intulse Dashboard, it automatically interacts with the Wealthbox CRM without any user intervention or clicking required.
Features include:

Click-to-Call:

Place calls from within Wealthbox by clicking phone numbers, saving time, and improving call efficiency.

Pop-Ups on Calls:

Incoming and outgoing calls trigger screen pops (notification box) with a 360° view of the caller, their logged information, and notes.

Call Notes

Quickly add call notes to a contact's activity. The note will automatically contain all the basic information about the call, such as start time, duration, and direction (inbound/outbound).

Business SMS:

Send and receive text messages (SMS) between colleagues, clients, and internal departments.

Multi-CRM Sync

Automatically keep your contact interactions logged and synced across multiple CRMs.

Make the better call & better your business​

Deep Wealthbox Integration

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

Create call logs as notes or tasks

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

Click to dial ANY number in Wealthbox

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

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

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

Wealthbox Integration for Seamless Communication Data

Intulse VOIP phone solutions provide you with a flexible, feature-rich web-and-mobile CRM communication system on a robust network that can grow and change with your organization.

Sick of losing track of customer information and not having a simple, transparent data solution? Those days are long gone. We help you simplify the way you communicate, increase call efficiency, and better manage your business leads.

Creating Collaborative Experiences with Wealthbox

Intulse is taking the power of the Wealthbox CRM database solution to the next level with our deep VoIP integration. The convenience of call auto-logging, call recording, and the ability to add detailed call notes are just a few of the ways your business have proper compliance documentation.

 

  • Alerts provide detail on who is calling and offer a direct link to that record in Wealthbox
  • View call history and log calls with detailed notes, including a full call recording link with one click
  • Click the name of a person on an active call and get an infobox displaying photo, background and other important info about that contact
  • Leverage our click-to-call feature for every phone number in the Wealthbox database, and have your caller-id show up as your business number
  • Have every phone interaction auto-logged as a note in that contacts record in Wealthbox

A VoIP Partner You Can Trust

Our US-based customer service, commitment to our clients, easy-to-use software, and our 4.6-star rating earned us a feature as a 2020 Best-Value 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.

Here’s what one of our financial services phone system clients has to say about Intulse:

“Moving to Intulse helped cut down costs and saved us a lot of time. We needed to streamline communication between remote team members and track all client contact quickly and easily so that clients and leads did not fall through the cracks. With Intulse integrating with our CRM, our team was able to take on more client call volume regardless of their location, all while cutting down the time needed to find and manage that client’s record and notes.”

— Lauren E.

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Getting Started with Intulse Business VoIP Is Easy

Schedule Your
Discovery Call

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

Demo &
Review Quote

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 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

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

Learn more here…

Intulse provides the following integration features:

  • Alerts provide detail on who is calling and offer a direct link to that record in Wealthbox
  • 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 Wealthbox
  • Leverage our click-to-call feature for every phone number in the Wealthbox database, and have your caller-id show up as your business number

Learn more here…

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 VoIP professionals will be able to assist you with transitioning in a seamless manner, affording you zero downtime in making this valuable change. Learn more.

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?

Yes, we can provide you with a searchable database of available numbers with your area code.

Yes, it is. In many cases, a cloud VoIP solution like Intulse can make a small business appear to be a larger, more established entity. It offers the features and benefits that big companies pay handsomely for, but for a fraction of the cost.

Yes, it does. Unless you’re a large corporation that wants to host their own PBX (and a bunch of other expensive hardware), you will want to use a 3rd-party VoIP service provider. There are technical reasons for this, but no need to the hassle/expense of that when you can trust the experts at Intulse to be your VoIP service provider. See how easy Intulse makes it.

Yes, we install the phone system in a data center for the client. The client will likely unbox and plug in their own phones, should they want them.

If you already have VoIP-compatible phones, you don’t need to buy any hardware (you can bring your own device). Intulse can work with a wide variety of phones from many different vendors. We offer two pricing options for new phones: buying or renting. Learn more about VoIP phones here.

Yes! Intulse has integrations with Salesforce, HubSpot, Redtail, Wealthbox, AgencyBloc, RockRMS, Insightly, SuiteCRM, Zapier, and more. If you’re using a different CRM, we’d love to build the integration for free (see details).

The Intulse Dashboard Apps makes it incredibly easy to use and manage your VoIP! Management is a snap due to the fact that we handle everything, becoming an extension of your organization supporting your phone solution.

With Intulse, we can have you up and running in minutes. While number porting takes at least a week, utilizing number forwarding we are able to get you live as quickly as you would like.

Intulse strives to provide reliable VoIP service – with high call quality. Your local network is a vital component to getting you that high quality. Because your system is in the cloud, the majority of what you need is located outside of your office:

    • Stable high speed internet access
    • The right configuration for your network components
    • Reliable network equipment
    • Good cabling to your phones

Learn more here.

Typically, yes, though it depends on the size of an organization, the number of lines they are currently paying for and what type of PBX they currently in place. A savings of 40-70% has been enjoyed by many businesses making the switch.

One huge benefit is not being limited by the number of lines for the availability of simultaneous calls. Once all lines are in use, the next caller gets a busy signal. With Cloud VoIP, one number provides ‘unlimited’ simultaneous calling.

  • Call Routing
  • Auto Attendant
  • Advanced Call Routing
  • Business Text Messaging
  • Call Queues
  • Find Me/ Follow Me
  • Mobile App
  • Speed Dial
  • And More
  • VoIP stands for “Voice Over Internet Protocol,” and means your business phone calls are placed over the internet, rather than through traditional phone lines. No clunky/ expensive servers (ex. PBX) or technicians are needed because Intulse hosts and manages the phone system for you. It means you can make and receive phone calls anywhere you have an internet connection, such as your home office. Learn more here.

Our customer reviews really tell the story; they rave about our customer support team, their availability, knowledge, patience, and willingness to work through a problem or explain in easy-to-understand language how something works. We have earned several awards from 3rd party sources, including Software Advice Best in Customer Support 2020, GetApp Category Leader 2020, and Capterra Best Value in VoIP 2020

Schedule Your Discovery Call

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

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Start Your VoIP Integration Today!

If you have other questions or are ready to jump right in, Intulse is here to help. To get started,
schedule a free demo with our team today