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Connect for Phone helps membership organisations bring call activity into iMIS®, so teams can see conversations, caller context and follow-up activity alongside the rest of the member journey.
Phone calls still matter. They are where questions get answered, concerns surface, trust is built and intent is revealed.
But without integration, those conversations can disappear the moment the call ends. Connect for Phone helps make every call part of your engagement story in iMIS®.
Help staff recognise callers quickly, open the right iMIS® record and understand the relationship before the conversation begins.
Capture call activity, missed calls and transcripts consistently, reducing the risk of lost context or uneven record keeping.
Understand call volume, reasons for contact, responsiveness and follow-up activity as part of the wider member engagement picture.
Connect for Phone helps your telephony platform work with iMIS®, so caller context, call activity and conversation history can become part of the wider member story.
Match incoming phone numbers against individual and organisation records in iMIS®, helping staff see who is calling and open the right record quickly.
Record call activity against the relevant iMIS® contact, creating a more consistent history of conversations, missed calls and service interactions.
Keep a clearer record of what was discussed, what was agreed and what needs to happen next, without relying only on memory or manual notes.
Start calls from iMIS®, group key numbers together and create call lists using iMIS® queries for outreach, events, renewals or follow-up.
Once call activity is captured in iMIS®, your organisation can understand service demand, follow-up needs and relationship signals in a more connected way.
When call activity is captured inside iMIS®, your team can understand more than who called. You can see why they called, what happened next and how phone conversations connect to the wider member journey.
Understand call volume by member type, organisation, status, segment or other useful iMIS® data points.
Spot common reasons for contact, recurring service questions and areas where members may need clearer support.
Capture outcomes and next steps so important actions do not disappear after the call ends.
Include call activity alongside email, events, learning and other interactions to build a fuller member picture.
Let’s talk about how Connect for Phone could help your team recognise callers faster, capture conversations more consistently and turn service activity into clearer member engagement insight.