What?

Intulse is a voice over IP application that integrates with Redtail CRM that assists getting you in contact with your clients, receive calls and log them as notes, start calls directly from within Redtail, and many other features. The Redtail integration within the Intulse App is extremely powerful and allows users to access their Redtail contact information with far fewer steps.

 

Intulse Website

How?

This article assumes you have installed and logged into the Intulse App on any necessary devices. If you need additional information on installing or navigating the Intulse App, check out this thorough walkthrough.

We hosted a live webinar with Intulse. Register to watch the on-demand version. 

 

Setting up the Intulse Integration

 

• Log in to your Intulse account and access the Settings area from your navigation menu.
  
  
• Only system administrators in the Intulse App have the authority to update some of the required settings for your Redtail integration.

• • Select the "More" menu tab.
    
    
  • Select "Redtail" in the More menu.
    
    
  • Enter your individual Redtail username and password.
    
    
  • Click the Save button to save your changes.

 

 

System administrators in the Intulse App have access to additional settings:

• Automated call logging and advanced call logging options
  
  
• Text message logging and advanced SMS text logging options

 

More details are available in the Intulse setup guide.

 

Using the Intulse Integration 

• You may do all of the following once the Intulse App has been connected with Redtail:
  • Search for Redtail contacts in the Intulse App and start a call
    
    
  • Start a call from within Redtail
    
    
  • On-screen call notification pop-ups with caller info from Redtail
    
    
  • Receive calls and log them into Redtail with a subject and call notes
    
    
  • View call logs and notes in Redtail
    
    
  • Send/receive and log SMS text messages from the Intulse App
    
    
  • All options are also available on your mobile device through the Intulse App
    
    
  • ANY phone number in their platform converts to a name if the number exists in Redtail. That name is, in turn, a direct link to the contact within Redtail.
    
    
  • If someone calls from an unrecognized number it can be associated with an existing client, or create a new client from the Intulse App

 

Learn more about the integration and functionality here. Please contact Intulse for specifics on features and usage. 

 

Intulse Resources

Intulse Website

Intulse Pricing

Intulse Contact

Intulse Support

 

Additional VoIP (Voice over Internet Protocol) Integration Partners