Screen pop across systems
Instantly surface the customer in Salesforce, HubSpot, Zendesk and the order in NetSuite from a single interaction — no searching, no toggling tabs.
Human Centric AIFor CRM & ERP
One platform for voice, messaging, and AI, built for your CRM!
One platform
The customer interaction layer for CRM & ERP
Capture every conversation, automate customer workflows, and turn interactions into business intelligence — inside NetSuite and connected business systems.
Capture every customer interaction
Voice, SMS, chat, and AI conversations captured in one place so no interaction is ever lost.
Work directly inside NetSuite
Every call, message, summary, and workflow lives natively inside NetSuite — and across Salesforce, HubSpot, Zendesk, and Business Central.
Automate customer workflows
Route interactions, trigger actions, and scale service without increasing headcount.
Turn conversations into business intelligence
Convert customer interactions into structured data, trends, opportunities, and operational insight.
Built-in AI
AI that turns conversations into action
Every interaction becomes context, action, and intelligence on the record — inside NetSuite and the systems your team already uses.
AI With Complete Customer Context
Customer history, orders, cases, and activity surfaced the moment a conversation starts — no searching, no switching.
AI That Takes Business Actions
Update records, trigger workflows, and create follow-up tasks automatically — the interaction becomes action on the record.
AI Connected to CRM & ERP Data
Reads and writes real business data — natively inside NetSuite and across Salesforce, HubSpot, Zendesk, and Business Central.
AI-Powered Revenue Intelligence
Capture trends, opportunities, and operational insight from every interaction — and feed the copilots and AI systems your business runs on.
Customer proof
Real customers. Real outcomes. On the record.
Companies use Contivio to turn customer interactions into revenue, service, and automation outcomes — inside the systems their teams already rely on every day.
Full context
The complete customer picture
Amatheon brings voice, SMS, chat, and AI-powered workflows together in one place — so every team sees the full customer history and acts on it faster.
Read case study BrandNet 30% fasterFaster resolution with instant screen pops
“Since Contivio’s integration, we’ve observed a remarkable 30% reduction in call handling times.” Screen pops surface full caller context the moment a call connects.
Read case study
AI at scale
Automated engagement, kept human
Freedom and Glory runs AI chat, SMS, and voice workflows that automate customer engagement at scale — while keeping the human context that matters.
Read case studyTo deliver an exceptional customer experience, you have to truly understand your customers — and that begins with listening to every interaction. Contivio gives our teams the clarity and intelligence to deliver consistent, world-class service across the globe.
Jason Kencevski · CEO, Speedmaster
Built for hybrid environments
Built for ERP. Connected to every customer system.
Contivio runs inside NetSuite and Microsoft Business Central while connecting Salesforce, HubSpot, Zendesk, and the customer platforms your teams already use. Every conversation, AI insight, and workflow stays synchronized across systems.
Runs inside
NetSuite
Microsoft Business CentralMicrosoft BC
Connects with
Salesforce
HubSpot
Zendesk
Other CRM & customer platforms
Log once, everywhere
Write each interaction to one system or several at once — keep NetSuite as the system of record while your CRM stays in sync automatically.
AI data shared across platforms
AI summaries, sentiment, intent, and next steps become searchable business data across your CRM, ERP, MCP applications, and AI copilots — structured data, not a recording to re-listen to.
Workflows that span platforms
A single conversation can trigger automation across both systems — create the case, update the order, route the follow-up, escalate when it matters.
The missing layer between customer conversations and business action.Customer conversations become business action.
Voice, SMS, chat, AI and human agents — Contivio captures every conversation, structures it with AI, and drives the next action across the systems you already run.
AI ChatbotAI9:02 AM
“Where’s my order #48291?”
Human AgentHuman9:08 AM
Escalated with full context — summary, history & order status.
SMSAI9:13 AM
Proactive shipping update sent.
Voice CallHuman9:20 AM
Outbound check-in to confirm resolution.
AI when it makes sense. Humans when it matters.
Contivio Interaction Layer
Analyzing in real time
Buying signalHigh
Churn riskMedium
Margin exposure$14,500
SentimentNegative
Next best actionEscalate to retention team
Your business systems
NS
SF
HS
ZD
D365
SH
Automated outcomes
Sales workflow triggered
Service case escalated
ERP record updated
CRM record synced
Activity logged to record
StatusAutomated
Customer conversations become business actions. Automatically.
Get Started
See how customer conversations become revenue inside your CRM.
A personalized 30-minute walkthrough focused on your CRM, workflows, and customer interactions. See AI-powered automation, revenue intelligence, and real business outcomes in action.
Deep CRM & ERP integrations
Native NetSuite SuiteApp available
Live production customers globally
Live working session with a Contivio solutions specialist
