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NetSuite Click-to-Dial

NetSuite CTI & Click-to-Call

Click-to-Dial for NetSuite

Place and log calls directly from NetSuite with one click. Automatically screen pop customer records, capture AI conversation intelligence, and eliminate manual dialing.

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One-click from any record Auto-logged to NetSuite AI data inside NetSuite
NetSuite · Contact Record
Dana Whitfield
Meridian Supply Co. · Primary Contact
Email d.whitfield​@​meridiansupply​.​com Phone +1 (313) 555-0147 Click to dial
Dialing
Contivio · connecting call · record open
Auto-logged on hang-up
Call logged AI summary Duration 4:12
AI summary written
to the record

The Short Answer

What is NetSuite Click-to-Dial?

NetSuite Click-to-Dial turns every phone number on a NetSuite record into a clickable dial link. One click hands the number to Contivio's voice engine, which places the call, screen pops the matching record, and captures the conversation — without a dial pad, a copy-paste, or a second application.

Teams adopt it because manual dialing is slow and error-prone, and because a call that isn't logged is a call that never happened as far as your reporting is concerned. Click-to-Dial removes both problems: the dial is instant, and the outcome is written back to NetSuite as structured data the moment the call ends.

Faster dialing
1 click

to place a call from any record — no misdialed digits.

Zero busywork
Automatic

logging — every call and its outcome writes itself back to NetSuite.

AI on the record
Every call

becomes structured AI intelligence on the record.

How It Works

One click, then everything happens automatically

From the number on the record to conversation intelligence Oracle AI can analyze — the agent only does the first step.

Why Teams Use It

More calls, less busywork, richer records

Click-to-Dial compounds three wins at once: faster dialing, automatic logging, and AI intelligence on every interaction.

Where Click-to-Dial Works

If the record has a phone number, it can dial

Click-to-Dial isn't limited to a single screen. Any NetSuite record type that carries a phone field becomes a launch point for a call.

Custom records included — if you've added a phone field to a record your business relies on, your team can dial from it.

Native NetSuite Experience

It runs inside NetSuite — not beside it

Most "click-to-call for NetSuite" is really a browser extension or a floating softphone that watches your screen and hopes to match a number. Contivio is a native SuiteApp, so dialing, screen pop, and logging are part of NetSuite itself.

    NetSuite · one workspace
    Everything in one browser tab
    No browser plugin to install
    No copy-paste of numbers
    No separate CRM to reconcile
    No disconnected phone app

    Built for Every Team

    One click means something different to each team

    The same native dialing serves very different goals across the business.

      Frequently Asked

      NetSuite Click-to-Dial FAQ

      Explore Further

      Related resources

      Get Started

      See Click-to-Dial on your own NetSuite records

      A focused walkthrough on your NetSuite account — dial from a live record, watch the screen pop, and see the call and AI summary write themselves back.