QQCatalyst VoIP Integration

Integrate your phone system with QQCatalyst, a CRM for Insurance agencies. Experience all its capabilities. Get call monitoring and tracking, pinned notes, a detailed call history, reminders, and more – all in one simple place.

With Intulse’s hosted VoIP phone solutions, you get a flexible, feature-rich communications system on a robust network that can grow with your insurance organization as your needs change over time. Teams of all sizes partner with the Intulse experts to ensure they fully harness the power of our unified communications tools.

Bring together the best of all your systems in one easy-to-access place and enjoy unified communication. The connection between your insurance CRM and VoIP integration is simple, so you can easily improve workflows and boost your team’s productivity.

Why Integrate QQCatalyst with VoIP?

Harness the potential of QQCatalyst VoIP integrations for your business and call clients anytime, anywhere, from any device. QQCatalyst Insurance CRM, when integrated with the Intulse hosted VoIP phone system offers more than just features and solutions. When you partner with Intulse, you gain an entire team of trusted professionals on your side. In addition, you will have features including:

• Alerts: When a client calls, you receive an alert which provides detail on who is calling and offer a direct link to that record in QQCatalyst
• View Call History: See call history and log calls with detailed notes, including a full call recording file with one click
• Pinned Notes: let you keep essential details top-of-mind. Click the client’s name who you’re talking to get an info box displaying the servicing Agent and most essential notes
• Click-to-Call: Click on any phone number in the QQCatalyst database to quickly call them. Additionally, you can search for clients from the Intulse App by name and call them
• Auto Call Recording: Call recording and logging means every call will be recorded and logged as a note in the appropriate QQCatalyst record with the recording file feature, accessible later with a single click
• Call Notes: Document everything you need from the call with no need to log into QQCatalyst and find the client’s record manually

With QQCatalyst, you can have your calls automatically recorded and logged to meet the 2023 CMS Ruling.

How does Intulse integrate with QQCatalyst CRM?

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

What’s the benefit of integrating VoIP services with QQCatalyst?

Intulse provides the following integration features:

• Alerts provide detail on who is calling and offer a direct link to that record in QQCatalyst
• 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 QQCatalyst
• Leverage our click-to-call feature for every phone number in the QQCatalyst 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.