Intulse's Redtail CRM integration merges your phone with your CRM (customer relationship management). Any screen in the Intulse App that would normally display a simple phone number automatically searches the caller ID within Redtail and returns any contact or organization 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 Redtail and can click on the name to launch their account within Redtail. You can quickly add call notes to a contact's activity and the note will automatically contain all the basic information about the call such as start time, duration, direction (inbound/outbound), and if the if the call was recorded, a link to the recording. You will be able to start calls to Redtail contacts directly from within the Intulse App by simply searching for a contact name on the My Phone screen.
To experience the integration between Intulse and Redtail you will need to use the Intulse App.
If you would like to have Redtail integration enabled for your account please contact Intulse support and we would be happy to turn it on for you.
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.
If you are an Admin in the Intulse App you have access to additional settings:
Many of our clients have shared they prefer to use auto logging to create call logs as activities and to mark them as incomplete. This creates an obvious reminder in Redtail that each user should put notes about their calls on the activities and then mark them as complete. Furthermore, they create two custom categories for incoming and outgoing calls. This makes reporting on calls in redtail easier and more comprehensive.
For more information about Redtail, check out their website!