OneLink by Intruity
The CRM System
That Works For You
Built for Health, Life, & Medicare. OneLink will increase your workflows, automate repetitive work, and centralize communication for your agency.
Built for All Types of Health, Life, & Medicare Agencies
Medicare Health Plans, Short Term Health, ACA Plans, Life Insurance, Disability Benefits,
Annuities, Group Benefits, and more!
Built-In
Commission System
Streamline the process of tracking and managing commission payments. This includes automatic payment reminders, convenient storage of commission data, monitoring of chargebacks, and customizable invoices with branding.
Modernize
Meetings
Easily conduct audio, and video meetings & live stream personalized events. Save commonly used phone scripts, audio recordings, and message templates for easy utilization.
Efficiently
Communicate
Easily send emails and text messages quickly and accurately. Create, customize, and save message templates for manual or automated action-based campaigns.
Manage Leads Like Never Before
OneLink combines a CRM and Lead System into one platform that keeps track of customer interactions and helps find and care for potential leads.
Stay Informed & Organized
Seamlessly customize to your needs, ensuring real-time updates on schedules, tasks, and performance insights.
Complete Business Automation
Improve client workflow and marketing campaigns, while automating your call process at the same time. Simplify team management and performance tracking, making it effortless to attract and connect with new clients.
What Our Customers Are Saying
“Reliable CRM with seamless contact management. The continuous updates show Intruity’s commitment to excellence. Very satisfied!”
Carlos R,
06/14/2023
“The autodialer and lead import features in OneLink have increased our outreach greatly. Highly recommended!”
Jake T,
03/10/2022
“The intuitive dashboard and lead management in OneLink have improved our operations. Great customer service!”
Amanda J,
08/22/2023
Simplified Costs & Savings
Admins can easily manage user accounts and adjust feature access for team members. As your team grows, adding users is straightforward, and our clear billing means no unexpected surprises.
Features Include:
- View Commission Statements
- View Sales Detail
- Lead Distribution
- Customer Management
- Commission Tracking
- Lead Management
- Automated Dialing
- Bulk Emailing
- Unique Predictive Dialer
- Task Assignment
- Create Access Roles
- Open API Integration
OneLink
Business Plan
-
Complete System Access
-
CRM + Lead System
-
Predictive Dialer Access
-
Reports + Analytics
Achieve a higher level of
success with OneLink!
Over a decade of Business Management, CRM, and telephone technology innovation and experience.
Learn More >