Integrating your contact management system with Intulse can increase your workflow!

Intulse provides integration with a wide range of content management systems, including Redtail, Wealthbox, RockRMS, ChurchStaq, AgencyBloc, and many others. Clients often connect the management tools they already use with their Intulse app to unlock additional features that help boost productivity, streamline compliance and record-keeping, and minimize manual daily tasks.

How Integrations Streamline your Workflow

• Quickly start a call by searching for contacts directly from the My Phone screen.
• Anywhere a phone number appears in the Intulse App, the system will automatically search your connected software for a match. If a matching contact is found, their information will be shown in place of the phone number. Click a contact to view key details from your connected software, or open the full record in your system.
• When a known number calls, you’ll see their contact info in the notification—pulled directly from your software.
• Call log records for all incoming and outgoing calls may be created manually or automatically within your software, with the option to add personalized notes to each record.
• Certain integrations also support automatic logging of all text message conversations.

AI Integrations

Connect your Intulse phone system with AI-powered tools like G-Reminders, Jump, or Zocks to streamline your workflow. With AI integration, you can:

• Automatically send meeting reminders
• Deliver follow-up messages after appointments
• Receive AI-generated summaries of phone calls
• Create tasks and action items based on conversations
• Generate follow-up emails with ease

To find out more and see all of our current integrations, hop over to our integrations page.