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Cloud Contact Center Software

A Complete Cloud Contact Center Connected to Your CRM or ERP

Contivio brings inbound and outbound voice, SMS, live chat, routing, recording, supervisor tools and AI together on one platform connected to NetSuite or another supported CRM or ERP. Contivio manages the VoIP service and gives agents the customer context they need before, during and after every interaction.

Contivio softphone panel open beside a customer account record in Salesforce, showing recent calls and call controls(opens full-size image in a new tab)
The Contivio agent softphone, shown here inside Salesforce.
Used by customer-facing teams at Amatheon Animal Health Speedmaster Freedom and Glory
Complete inbound and outbound contact centerInbound + outbound Voice, SMS and live chatVoice, SMS + chat CRM and ERP integrationCRM + ERP Managed VoIP serviceManaged VoIP
What Is Contivio?

A Cloud Contact Center Built Around Your Customer Records

Contivio is a cloud contact center and VoIP platform that connects customer conversations to the CRM or ERP employees already use. It combines inbound and outbound calling, queues, IVR, recording, SMS, live chat, supervisor tools, reporting and optional AI on one platform.

It is used by customer service, sales, collections, order management and support teams that work in NetSuite or another supported CRM or ERP. Contivio provides and manages the VoIP service, and office employees can use the same platform on PBX licenses.

Platform
Cloud contact center and business phone system
Operations
Inbound and outbound
Channels
Voice, business SMS and live chat
Connects to
NetSuite, Salesforce, HubSpot, Zendesk, Microsoft Dynamics and Business Central
Voice service
Provided and managed by Contivio
AI
Optional and configured for each deployment
Who It Is For

One Platform for Every Customer-Facing Team

Each team can use its own queues, routing rules, scripts, dispositions and workflows while sharing one platform, one directory and one set of business numbers.

Customer service and support

Route customers to the right agent by skill, priority and availability, with the customer record open when the interaction arrives.

Sales and lead response

Answer inbound leads quickly and work outbound lists with click-to-dial, power dialing and dispositions tied to the record.

Collections and accounts receivable

Call from approved account lists, record outcomes and follow-up actions, and keep the interaction history on the customer record.

Order management and scheduling

Handle order questions, changes and appointments over voice, SMS and live chat with the relevant customer context in view.

Inside sales, scheduling and other teams that handle customer conversations can run on the same platform.

Inbound Contact Center

Route Every Inbound Interaction to the Right Agent

Contivio applies queue logic, skills, priority and availability to each inbound call so customers reach an agent who can help. Agents see who is calling before they answer, and the conversation can be recorded and logged against the appropriate record.

  • ACD queues
  • Skills-based routing
  • IVR
  • Business-hours and after-hours routing
  • Callbacks
  • Queue voicemail
  • Screen pops
  • CRM or ERP data for approved routing workflows
  • Transfers and conferencing
  • Call recording
Ring group or ACD queue?

Ring group

A ring group rings a defined group of users for a shared line.

Shared lineDefined group of users

ACD queue

An ACD queue applies routing logic, skills, priority, availability and reporting to determine which agent receives the interaction.

Routing logicSkillsPriorityAvailabilityReporting
Outbound Contact Center

Run Outbound Calling From the Records You Already Keep

Agents can dial from approved CRM or ERP records and lists, record a disposition and notes on each call, and set follow-up actions without leaving their workflow. Sales and collections teams can each run their own campaigns, scripts and outcomes.

  • Dialing from approved CRM or ERP records and lists
  • Local caller ID where configured and available
  • Dispositions, notes and follow-up actions
  • Sales and collections workflows
Dialing modes and campaign settings are configured for each deployment. Your organization remains responsible for the consent, calling-time and list requirements that apply to its campaigns.

Click-to-dial

Place a call from a phone number on the customer record.

Power dialing

Dial the next contact in a list automatically as each agent becomes available.

Predictive dialing

Pace outbound calls to agent availability for higher-volume campaigns.

Campaigns

Organize lists, scripts and dispositions by team or objective.

Supervisor, Quality and Reporting

See What Is Happening and Step In When It Matters

Supervisors get real-time visibility into queues and agents, live coaching tools during calls and the reporting needed to manage service levels.

Real-time dashboards

Live queue and agent status, waiting interactions and current activity in one view.

Service levels

Track how quickly each queue is answering against the targets you set.

Answer and abandonment data

See answered and abandoned interactions by queue and time period.

Queue and agent reporting

Review activity and outcomes for each queue, team and agent.

Call recording

Record calls for review, training and quality programs.

Monitor, whisper and barge

Listen to a live call, coach the agent without the customer hearing, or join the conversation.

Dispositions and wrap-up

Capture a consistent outcome for every interaction so reporting reflects what happened.

Quality review and scorecards

Review interactions against your criteria, with AI agent scorecards where AI is enabled.

Voice, SMS and Live Chat

One Contact Center for Calls, Texts and Chats

Agents handle customer conversations across voice, business SMS and live chat on the same platform, with the same customer context.

Voice

Inbound and outbound calling with queues, IVR, recording, transfers and conferencing on Contivio’s managed VoIP service.

Business SMS

Text conversations with customers from your business numbers for updates, reminders and follow-ups.

Live chat

Website chat handled by agents, with the option to start with a configured AI chat agent and hand off to a person with the conversation in view.

How interactions are logged and which CRM or ERP records are created depends on the selected integration and configured workflow.

Contivio chatbot handoff to a live agent with the conversation transcript and AI analysis on the customer record(opens full-size image in a new tab)
From chatbot to live agentThe chat transcript, AI summary, sentiment and follow-up suggestions carried into the handoff. Shown here in NetSuite.
CRM and ERP Integration

Connected to the System Your Team Already Uses

Contivio connects customer conversations to the system your team already uses. Agents can see who is contacting them, work with the appropriate customer context and preserve the interaction history on the relevant record based on the configured workflow.

Deepest integration

Native NetSuite SuiteApp

Calls, SMS, live chat, recordings, transcripts and AI summaries can connect to NetSuite customer, contact, case and supported transaction records, with screen pops, click-to-dial and automatic logging inside NetSuite.

Contivio interactions and AI insights shown on a customer record inside NetSuite(opens full-size image in a new tab)

What the integration can include

  • Screen pops
  • Click-to-dial
  • Automatic interaction logging
  • Record matching
  • Recordings and conversation data
  • CRM or ERP-based routing
  • Follow-up workflows

Available capabilities vary by platform and configuration.

AI and Conversation Intelligence

Turn Contact-Center Conversations Into Useful Business Data

Contivio AI can transcribe and summarize each conversation, identify sentiment, topics and follow-up actions, and score interactions against your own criteria. Results can be written back to the record, so agents and supervisors work from the same information.

  • TranscriptionSpeech-to-text for each call
  • SummariesKey points and outcomes on the record
  • SentimentPositive and negative signals flagged
  • Keywords and topicsWhat customers are contacting you about
  • Customer-satisfaction analysisAt-risk relationships surfaced earlier
  • Follow-up actionsCommitments and next steps identified
  • Agent scorecardsInteractions scored against your criteria
  • Workflow automationOutputs that trigger the workflows you run
  • Configurable AI agentsAI voice, SMS and chat agents

AI capabilities are optional and configured for each deployment.

AI-powered SMS conversation rescheduling a customer appointment, shown next to the matching appointment record in NetSuite(opens full-size image in a new tab)
One example, shown here in NetSuite.
One Platform With the Business Phone System

Agents and Office Employees on the Same Platform

Office employees use PBX licenses. Agents use Contact Center licenses. Both run on Contivio, so calls move between agents and office employees without changing phone systems.

Office employeesBusiness calling
  • Business calling
  • Receive transfers from agents
  • Shared numbers and directory
PBX license
Shared Contivio platform
  • Business numbers
  • Directory
  • Transfers
  • Administration
  • Managed VoIP service
Contact-center agentsSales, service, collections and support
  • ACD queues and skills-based routing
  • Power and predictive dialing
  • Supervisor tools and reporting
Contact Center license
Office users do not need a Contact Center license to receive a transfer or share the company phone system. Explore the Contivio Business Phone System
Customer Proof

Customer-Facing Teams Running on Contivio

Implementation and support

“This was by far the smoothest implementation experience I’ve had, and that is saying a lot. Their support team is hands down one of the best vendor support teams I have worked with.”

Amanda AmatoBusiness Systems Manager / NetSuite Administrator, Big Dog Solar
Read the Big Dog Solar case study
Interaction history

“The biggest value for us is having our customer conversations captured directly in NetSuite. Our team has the interaction history and context right where they already work.”

IWA WineContivio customer
Read the IWA Wine case study
Replacing an Existing Contact Center

Moving From Another Contact Center

Contivio can replace an existing cloud contact center or a legacy PBX or on-premise contact center. Contivio takes the lead on implementation and works through the move in a defined sequence.

Five98x8 Contact CenterRingCX or RingCentralVonageNextivaTalkdeskAnother cloud contact centerLegacy PBX or on-premise contact center
  1. Inventory users, agents, numbers and devices

    Record who uses the current system, the numbers they rely on and the devices that stay in service.

  2. Document queues, IVRs, campaigns and routing

    Capture how interactions flow today so they can be rebuilt, and improved where needed.

  3. Separate PBX users from Contact Center users

    Decide which employees need agent capabilities and which need business calling only.

  4. Configure CRM or ERP workflows

    Set up screen pops, record matching, logging and any data-driven routing.

  5. Configure channels, logging, recording and AI

    Set up SMS, live chat, recording rules and optional AI for each team.

  6. Set up users, applications and supported devices

    Provision users, applications and supported desk phones.

  7. Test before launch

    Test inbound, outbound, transfers, SMS, chat, voicemail and emergency-calling requirements.

  8. Coordinate porting for eligible numbers

    Contivio coordinates porting of eligible numbers.

  9. Launch in controlled phases

    Move teams in stages so each group is confirmed working before the next.

Contivio

Leads solution design, telephony, queues and routing, CRM or ERP workflow setup, SMS, chat and AI configuration, testing, training and cutover.

Your team

Confirms requirements, handles CRM or ERP administration, decides routing, record-matching and logging rules, and completes user acceptance.

Pricing

Two License Types. One Platform.

Give agents Contact Center licenses and office employees PBX licenses, all on the same system.

PBX

For office employees who need business calling.

Starting at$20 per user/month
Contact Center

For agents in sales, service, collections and support.

Starting at$99 per user/month

Usage, AI services, implementation and selected features may be additional.

FAQ

Cloud Contact Center Questions

Answers about channels, routing, integrations, licenses, migration and pricing.

What is a cloud contact center?

A cloud contact center is contact-center software delivered as a hosted service instead of on-premise hardware. It handles inbound and outbound customer interactions with queues, routing, IVR, recording, supervisor tools and reporting, and agents can work from any location with a supported connection and device.

Is Contivio a complete cloud contact center?

Yes. Contivio combines inbound and outbound voice, ACD queues, skills-based routing, IVR, callbacks, queue voicemail, call recording, supervisor monitoring, power and predictive dialing, dispositions, reporting, business SMS, live chat and optional AI on one platform. Contivio also provides and manages the VoIP service.

Does Contivio support inbound and outbound contact-center operations?

Yes. Inbound teams use ACD queues, skills-based routing, IVR, business-hours and after-hours routing, callbacks and queue voicemail. Outbound teams use click-to-dial, power dialing, predictive dialing, campaigns, dispositions and follow-up actions, including dialing from approved CRM or ERP records and lists.

Can Contivio replace Five9, 8x8 Contact Center, RingCX, Vonage, Nextiva or Talkdesk?

Contivio can replace an existing cloud contact center, including Five9, 8x8 Contact Center, RingCX, Vonage, Nextiva and Talkdesk, as well as a legacy PBX or on-premise contact center. Contivio leads the migration, from documenting current queues, IVRs, campaigns and routing to testing, coordinating porting of eligible numbers and launching in controlled phases. Requirements are reviewed during planning so the new configuration matches how your teams work.

Does Contivio provide the VoIP service?

Yes. Contivio provides and manages the VoIP service for Contact Center and PBX users, so calling, business numbers and the contact-center platform come from one provider.

Can Contivio connect to NetSuite?

Yes. Contivio is a native NetSuite SuiteApp. Calls, SMS, live chat, recordings, transcripts and AI summaries can connect to NetSuite customer, contact, case and supported transaction records, with screen pops, click-to-dial and automatic logging. See the NetSuite contact center page for details.

Does Contivio integrate with other CRM and ERP platforms?

Yes. Contivio also integrates with Salesforce, HubSpot, Zendesk, Microsoft Dynamics and Business Central. Available capabilities vary by platform and configuration, so screen pops, logging and routing options are confirmed for each integration during planning.

Does Contivio support voice, SMS and live chat?

Yes. Agents can handle voice calls, business SMS and live chat on one platform. How interactions are logged and which CRM or ERP records are created depends on the selected integration and configured workflow.

What is the difference between a ring group and an ACD queue?

A ring group rings a defined group of users for a shared line. An ACD queue applies routing logic, skills, priority, availability and reporting to determine which agent receives the interaction. Ring groups suit simple shared lines, while ACD queues suit contact-center teams that need managed routing and queue reporting.

Does Contivio support IVR and skills-based routing?

Yes. Contivio supports IVR, skills-based routing, priority, and business-hours and after-hours routing. Depending on the configured workflow, routing can also use approved CRM or ERP data.

Does Contivio support call recording, monitoring, whisper and barge?

Yes. Contivio supports call recording, and supervisors can monitor live calls, whisper to coach an agent without the customer hearing, and barge in to join the call.

Does Contivio offer power and predictive dialing?

Yes. Contivio supports click-to-dial, power dialing and predictive dialing, with campaigns, dispositions and notes. Local caller ID is available where configured and available. Your organization remains responsible for the consent and calling requirements that apply to its campaigns.

Can Contivio transcribe and summarize customer calls?

Yes, when AI is enabled. Contivio AI can transcribe calls and generate summaries, along with sentiment, keywords and topics, customer-satisfaction analysis, follow-up actions and agent scorecards. AI capabilities are optional and configured for each deployment.

Can office users and contact-center agents share the same platform?

Yes. Office employees use PBX licenses and agents use Contact Center licenses on the same platform. Both share business numbers, the directory, transfers, administration and the managed VoIP service, so calls move between agents and office employees without changing phone systems.

Does every employee need a Contact Center license?

No. Only employees who need contact-center capabilities need a Contact Center license. Office users can use a PBX license and do not need a Contact Center license to receive a transfer or share the company phone system.

Can we keep our existing telephone numbers?

Contivio coordinates porting of eligible numbers as part of implementation. Number eligibility is confirmed during planning.

What is involved in migrating from another contact center?

Migration starts with an inventory of users, agents, numbers and devices and documentation of current queues, IVRs, campaigns and routing. Contivio then separates PBX users from Contact Center users, configures CRM or ERP workflows, channels, logging, recording and AI, and sets up users, applications and supported devices. After testing inbound, outbound, transfers, SMS, chat, voicemail and emergency-calling requirements, Contivio coordinates porting of eligible numbers and launches in controlled phases.

How much does Contivio cost?

PBX licenses start at $20 per user/month and Contact Center licenses start at $99 per user/month. Usage, AI services, implementation and selected features may be additional. See the pricing page for details.

Get Started

See Contivio Working With Your Contact-Center Workflows

See inbound and outbound queues, CRM screen pops, interaction logging, SMS, live chat, supervisor tools and AI in a demonstration tailored to your teams and systems.

  • Inbound and outbound queues
  • CRM screen pops and logging
  • SMS and live chat
  • Supervisor tools and AI
Trusted by teams including
Amatheon Animal Health White Labs Speedmaster Freedom and Glory

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