Insightly + Fusion

Fuse your CRM and phone system with our dynamic Fusion application.

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A desk phone and laptop with a CRM up and Fusion bringing call recording, screen pops, and SMS messaging to the phone system

Integrated Features

Here are some of the great features available to you with Fusion's Insightly integration. Simplli offers great features to help automate your business with our different packages. Our Fusion plan includes the ability to click to call, and have all your calls log into your CRM.

Fusion Plan

PLAN DETAILS
Business SMS
Business SMS

Send and receive one-to-one SMS messages directly from your business number rather than a personal line.

Quick Lead Creation
Quick Lead Creation

Our call pop gives you a shortcut to your CRM's contact creation page for quickly adding a new lead.

Activity Logs
Activity Logs

Log unlimited conversations within your CRM whether they are voice calls or SMS messages

Multi-sync CRMs
Multi-sync CRMs

Automatically keep your contact interactions logged and synchronized across multiple CRMs after each call.

Click to Call
Click to Call

Gain speed and accuracy as phone numbers in your CRM and across the web are converted to call buttons.

Screen Pops
Screen Pops

Accounts, leads, opportunities, and more across all your CRMs pop to your attention as calls come in or go out.

— Clay Neves
"I've had Simplii now for several months. Their installation was quick and their training was excellent. I've had 0 problems. So much better than my cell phone and the auto attendant gives us the large company profile that makes us more credible. I love what they've done for us."
— Clay Neves
— Debbie Penny
"This phone company has the best ever customer service I've ever dealt with! I don't know how they do it but I wish all companies could take a note from them! You won't ever be dissatisfied. They answer live every time I call, and always go above and beyond helping me out."
— Debbie Penny

Advanced Features

Have more than just your basic needs? With our Fusion Plus plan, you will have access to all our Fusion plan features as well as our advanced features. Have access to even more automation options, along with our most wanted texting features.

Fusion Plus Plan

PLAN DETAILS
Voice Broadcast
Voice Broadcast

Use our automated system to call a list of contacts. Allowing them to get connected with a live agent.

Hotlists
Hotlists

Have your leads fill out a form to add themselves into a list for you to reach out to them!

Advanced SMS
Advanced SMS

Create texting departments and setup after hours and missed call responders with our Fusion Plus package.

Voicemail Drop
Voicemail Drop

Drop voicemails without having to repeat yourself time and time again. The best way to get your message across.

Business MMS
Business MMS

Send mms messages and pictures to your customers from your business phone number.

SMS Campaigns
SMS Campaigns

Create a personal touch with your marketing efforts by sending SMS messages through campaigns within your CRM.

Trigger Automations
Trigger Automations

Setup and give custom dispositions within Fusion to trigger automations within your CRM

Power Dialing
Power Dialing

Load leads from your CRM directly into the Task Dialer and keep your phone efficiently busy all day.

Have a Feature Idea?

We’d love to talk! Simplii specializes in customizing new features and functions to further tighten our integrations for companies like yours.

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CRM's We Support

Don’t see your CRM listed here? We’ll build a new integration for you!

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