Every customer interaction. One platform.
Voice, SMS, WhatsApp, chat, email, AI agents, workflow automation, revenue intelligence, and CRM/ERP integration — all connected through a single customer interaction layer.
- AI-powered customer engagement
- Native CRM & ERP integrations
- Workflow automation & routing
- Revenue & interaction intelligence
The platform that turns conversations into business action.
Contivio captures every interaction, enriches it with AI, and writes the outcome back into your CRM and ERP — so a conversation doesn't just get handled, it moves the business.
conversations
business data
automation
intelligence
One throughline, end to end: every voice call, text, chat, and email is captured, structured by AI, and turned into action on the record — no manual logging, no data left behind in a silo.
Built for AI-first customer operations.
AI isn't an add-on bolted to the side — it's the engine. It acts on every interaction the moment it happens, then writes structured results back to your systems.
AI Agents
Resolve customer requests automatically — answering questions, taking action, and updating CRM and ERP records without an agent lifting a finger.
AI Summaries & Transcriptions
Convert every conversation into searchable, structured business data — not a recording someone has to find and re-listen to.
AI Action Workflows
Trigger updates, tasks, escalations, and follow-up actions automatically — the moment intent is detected, the next step is already in motion.
Revenue Intelligence
Identify opportunities, churn risk, sentiment, and trends across every interaction — turning conversation signal into pipeline and retention.
Customer Context Engine
Surface history, orders, cases, and prior interactions instantly — every record arrives with full context, before the conversation even starts.
AI-Ready Data Layer
Feed copilots, enterprise search, MCP applications, and the future AI systems your business is already moving toward — built on clean interaction data.
Engage customers everywhere they reach you.
Every channel, one blended workspace. No matter how a customer makes contact, agents and AI work from the same screen — with full context attached.
Voice
Cloud voice & PBX for inbound and outbound calls, with crystal-clear WebRTC and global VoIP.
SMS
Two-way business texting — proactive updates, reminders, and conversations that stay on the record.
Live Chat
Web messaging that escalates seamlessly from AI to a human agent — without losing the thread.
Email and case management in the same queue as calls and chats — one unified interaction history.
AI Agents
Always-on AI that handles requests end to end and hands off to a human the moment it matters.
Two-way WhatsApp messaging that meets customers where they already are — every conversation flows into the same workspace.
Every interaction — across every channel — appears in one unified agent workspace.
Built around ERP. Connected to everything else.
Contivio runs inside NetSuite and Microsoft Business Central while connecting Salesforce, HubSpot, Zendesk, Dynamics, and Shopify. Every conversation, AI insight, and workflow stays synchronized across systems — simultaneously.
Screen pop across systems
Surface the customer in Salesforce, HubSpot, or Zendesk and the order in NetSuite from a single interaction — no searching, no toggling tabs.
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 writes back to CRM & ERP
AI summaries, sentiment, intent, and next steps post automatically as structured fields on the record — across every connected platform.
Cross-platform workflow automation
A single conversation can trigger automation across multiple systems — create the case, update the order, route the follow-up, escalate when it matters.
Everything it takes to run the conversation.
The full contact-center toolkit — calling, recording, supervision, and call handling — built into one workspace and tied to every record.
Make & take every call
Inbound and outbound calling with the controls agents reach for every day.
Recording & monitoring
Capture and oversee every conversation for quality, coaching, and compliance.
Transfers & conferencing
Move and bridge conversations cleanly, with full context carried along.
Notes, wrap-up & scheduling
Close out every interaction consistently and keep follow-ups on the calendar.
Intelligent journeys that route themselves.
AI-assisted routing puts every customer in front of the right person — or resolves it before a person is needed. Journeys adapt to context, priority, and history automatically.
AI-assisted & adaptive routing
Match every interaction to the right skill, owner, and priority — informed by live CRM data.
Self-service & callbacks
Let customers resolve on their own — and never lose the ones you miss.
Hours & availability
Route by time, season, and operating schedule — automatically, all year round.
Notifications & surveys
Keep customers informed and capture how every interaction landed.
Conversations that do the work in your systems.
These aren't telephony features — they're workflow automation. Every call and message creates records, updates owners, runs campaigns, and keeps your data compliant.
Context & ownership
The right record and the right owner, surfaced automatically on every interaction.
Outbound at scale
Power through call lists and turn web interest into worked leads — automatically.
Post-call workflow
Every interaction writes its outcome back and schedules what comes next.
Compliance, built in
Stay within the rules automatically on every outbound interaction.
Manage every interaction with real-time intelligence.
Live visibility into what's happening now, the tools to coach in the moment, and the historical depth to understand what's working over time.
Live dashboards & reporting
Real-time queues, agent status, and KPIs at a glance — alongside the reports leaders run every day.
Leaderboards & history
Motivate teams with live leaderboards and analyze performance with deep historical reporting.
Coach in the moment
Monitor live, whisper guidance to an agent, or barge in when a call needs you — plus the tools to staff and notify the whole team.
A global backbone, built to scale.
The same secure, integrated platform from 5 seats to 5,000 — deployed on AWS with global redundancy.
One platform. Every team that touches the customer.
From the first sales call to the executive dashboard, Contivio connects everyone who interacts with — or relies on — your customer data.
Sales
Power dialing, web-to-lead, and screen pops that keep reps selling — with every touch logged automatically.
Customer Service
Full context on every case, omnichannel queues, and AI that resolves the routine so agents handle what matters.
Contact Centers
Skills-based routing, recording, monitoring, and live dashboards — the full operation in one place.
Operations
Workflow automation, scheduling, and post-call updates that keep processes moving without manual handoffs.
Executives
Revenue intelligence, historical reporting, and a single source of truth on how customer conversations drive the business.
CRM Administrators
A native SuiteApp with cross-platform write-back — clean, structured interaction data and no custom integration projects.
See how customer conversations become revenue intelligence.
Book a personalized walkthrough and see how Contivio connects customer conversations, AI automation, CRM workflows, and ERP data into a single platform.
Live working session with a Contivio solutions specialist
