Product Pricing & Features

OneLink FAQ

Yes – Within the OneLink user dashboard numerous reporting options and layouts exist.  The user dashboard is customizable to view upcoming tasks, calendar events, sales, call reports, goals and contains a bulletin board that can be kept for individual notices or company-wide communication. 

Within the client, production, commission, and lead management system tools, the user can pull numerous report types.  Additionally, numerous system search options exist to generate and showcase specifically selected data reports.

Yes – within OneLink numerous commission features exist that will help ensure that the commission was paid, that the amount was correct, and to help monitor chargebacks.  Additionally, the system is built to be used to make payments, and run personal or team commission statements. 

Once the commission parameters of OneLink are established, a user can manually pull commission reports from typical commission sources and upload the reports to OneLink to incorporate the data. This action will push a client from the lead CRM portion of OneLink to the Client CRM portion of OneLink. 

Commission rules can be saved or manipulated per scenario based on need.  Reports can be generated from the commission systems Manger tool to audit commissions and payments at any time.

Yes – Within the OneLink user dashboard numerous reporting options and layouts exist.  The user dashboard is customizable to view upcoming tasks, calendar events, sales, call reports, goals and contains a bulletin board that can be kept for individual notices or company-wide communication. 

Within the client, production, commission, and lead management system tools, the user can pull numerous report types.  Additionally, numerous system search options exist to generate and showcase specifically selected data reports.

Yes – With the OneLink lead system functionality a user can upload numerous types of lead data and create automated lead campaigns. OneLink allows for customizable manual or automated action-based lead dispositions. 

Once lead data has been acted on, the data can be archived or searched to showcase lead success or failure.  Lead data is available to be extracted in many ways to help with audits, actions, and lead vendor accountability or refunds.

Yes – OneLink has numerous email functions and capabilities.  A primary email address can be integrated into the user’s OneLink profile for system usage.  Email automation actions can be created and triggered for any type of desired messaging type.

Email templates can be saved, accessed, and automated within OneLink to save time, and create continuity.  Sent emails will be saved to specific client profiles for suitability and compliance. 

OneLink has open API functionality and will work with any SMTP relay.

Yes – OneLink has unique individual login credentials for all account holders and utilizes 2FA and data encryption. OneLink allows many types of data entry, storage, and lookup features. 

Intruity Corporation is Soc2 Compliant.

Yes – Any downloaded audio file can be uploaded to a client profile for long-term storage.

Yes – OneLink can help organize calls and tasks. The user dashboard houses a section to highlight current and pending call activity.

Within the OneLink lead manager tool a user can pull call reports, call data, and pull up archived call history.

Each client profile houses a section to time stamp call history and record call notation. With OneLink and Ripple used in tandem, a user can generate, disperse and monitor call activity functions, as well as save recorded phone calls.