LESS ANNOYING CRM INTEGRATION

Intulse's Less Annoying CRM (LACRM) integration merges your phone with your agency management system. Any screen in the Intulse App that would normally display a simple phone number automatically searches the caller ID within LACRM and returns any records that match.

When someone calls you instead of displaying the Caller ID you'll see the name of the contact as it appears in LACRM and can click on the name to launch their account within LACRM. You can quickly add call notes to a contact's log and the note will automatically contain all the basic information about the call such as start time, duration, and if the if the call was recorded, a link to the recording. You will be able to start calls to LACRM contacts directly from within the Intulse App by simply searching for a individual name on the My Phone screen. You can also start text message conversation with LACRM contacts by searching for them on the Start Conversation screen. Additionally, with the Intulse Companion App installed in your browser, you can start calls or send text messages simply by clicking on a phone number in LACRM.

To experience the integration between Intulse and Less Annoying CRM you will need to use the Intulse App.

CONNECTING LESS ANNOYING CRM TO THE INTULSE APP

This guide assumes that you already have the Intulse App on your favorite device and that you are already logged in. If you need help getting into the App click here to learn more.

1. Login to Less Annoying CRM
2. Navigate to Settings » Programmer API
3. If API Access is not enabled, you will need to enable it.
4. Click Create a new API key and give it name like "Intulse"
   • Make sure you've copied your newly created API key because you will need that in a later step
5. Open the Intulse App
6. Click the More icon on the menu
7. Click Less Annoying CRM in the More menu
8. Under the User Settings section, paste the API key that you created in LACRM
9. Click the Save button to save your changes

If you are admin user in the Intulse App then you will have additional settings available to you.

• You can choose if you wish to enable automatic call logging

For more information about Less Annoying CRM, check out their website!