Stop losing the most valuable conversations.
Without integration, phone calls create blind spots. Staff answer calls without context. Notes are inconsistent or missing. Outcomes are hard to track. And leadership has no clear view of how calls contribute to engagement or retention. Connect for Phone closes that gap.
Instantly recognise who’s calling.
When a call comes in, Connect for Phone matches the incoming number against individual and organisation records in iMIS. The caller is identified instantly. Their record is one click away. And the interaction is logged automatically. No searching. No guesswork. No lost context.
A complete, permanent record of every call.
Once the call ends, the work doesn’t disappear. Each call is:
- Logged against the contact’s iMIS record
- Saved with a full transcript of the conversation
- Available for future reference, reporting and follow-up
This creates a consistent, auditable record of member interactions — without relying on manual notes or memory.
Outbound calls, fully connected.
Calling members is just as important as receiving calls. Connect for Phone allows teams to:
- Group a contact’s key phone numbers together
- Start calls directly from iMIS
- Create call lists using iMIS queries
Whether you’re organising events, recruiting members, fundraising or reconnecting with lapsed contacts, every outbound call is logged and transcribed automatically. Missed calls are also recorded — even from people not yet in iMIS — giving organisations a clearer picture of the member experience.
From individual calls to organisational insight.
Phone activity isn’t just operational — it’s strategic. By capturing calls inside iMIS, organisations can:
- Understand call volume and patterns
- Measure responsiveness and follow-up
- Include call activity in engagement reporting
- Assess the return on investment of phone-based outreach
Calls stop being a cost centre — and start becoming part of your engagement strategy.
Built to scale with your organisation.
For teams that need a full contact centre solution, Connect Call Centre extends Connect for Phone using Amazon Connect — the same cloud technology used by Amazon customer service teams worldwide. It enables organisations to:
- Design call flows visually
- Manage agents without technical complexity
- Track performance and service metrics
- Deliver better member service at lower cost
All while keeping every conversation connected back to iMIS.
Why this matters...
Engagement doesn’t just happen online. It happens in conversations — often the most important ones. Connect for Phone ensures those conversations are captured, connected and counted — giving organisations a richer, more complete view of member engagement. That’s how phone calls stop being fleeting and start driving lasting relationships.