Contivio unifies voice, SMS, chat, AI-powered workflows, and customer intelligence inside NetSuite so teams can automate engagement and deliver better customer experiences.
01
AI-Powered Customer
Routing & Workflow Automation
02
Unified Voice, SMS,
Chat & Customer Conversations
03
NetSuite-Native Communications
& CRM Automation
04
Complete Customer Visibility
Across Every Channel
05
Enterprise Functionality
Without Enterprise Complexity
Drive Revenue & Customer Engagement Inside NetSuite
From sales and service to finance and operations, Contivio helps NetSuite teams automate workflows, improve customer engagement, and increase operational efficiency.
Improve Customer Response Times
Automatically route customers to the right team with AI-powered engagement workflows and NetSuite context.
Accelerate Sales Engagement
Connect leads and customers with the right sales rep using intelligent routing and workflow automation.
Engage Customers Across Every Channel
Launch voice, SMS, and AI-powered engagement campaigns directly from NetSuite.
Automate Finance & Collections Workflows
Use AI-powered routing and self-service automation to streamline invoice requests, collections, and customer follow-up.
Increase Team Productivity
Automatically capture customer interactions, reduce manual work, and streamline workflows directly inside NetSuite.
The AI-Powered Customer Interaction Layer for NetSuite
Transform every customer conversation into action inside NetSuite. Contivio unifies voice, SMS, chat, and AI agents in a single platform built natively for NetSuite.
AI-Powered Calling
Empower sales and service teams with click-to-call, power dialing, call recording,
AI transcription, and automated call summaries directly inside NetSuite.
Omnichannel Engagement
Connect with customers across voice, SMS, chat, and AI-powered self-service
while keeping every interaction synced to NetSuite.
AI Call Summaries & Notes
Automatically generate call summaries, action items, and next steps
and write them back to NetSuite records without manual data entry.
Intelligent Routing
Route customers based on NetSuite data such as account status,
open opportunities, case history, territory, or VIP level.
Screen Pops & Context
Provide agents with instant access to customer records, cases,
orders, and interaction history the moment a conversation begins.
AI Agents & Self-Service
Automate common inquiries, appointment scheduling, order status requests,
and support workflows using AI-powered virtual agents.
Campaign Automation
Launch outbound calling, SMS, and customer outreach campaigns
directly from NetSuite saved searches and customer segments.
Real-Time Case Management
Create, update, and manage cases automatically across every channel
while maintaining a complete customer history in NetSuite.
Revenue Intelligence
Capture conversation insights, buying signals, objections, and
customer sentiment to help sales teams close deals faster.
Workflow Automation
Trigger NetSuite workflows, tasks, notifications, and follow-up actions
based on customer conversations and AI insights.
Post-Interaction Surveys
Measure customer satisfaction with automated SMS, voice, and
digital surveys that sync directly to NetSuite.
Native NetSuite Experience
No swivel-chair workflows. Every conversation, note, transcript, recording, and
activity is automatically linked to the appropriate NetSuite record.
Engage Across All Channels From Anywhere
You now have the flexibility to transform any mobile device into a fully fledged cloud contact center solution.
With the Contivio Mobile App, answer and dial calls effortlessly through an intuitive toolbar right on your mobile device, all while maintaining CRM integrations. The mobile app encompasses all standard functionalities such as call transferring, personal voicemail, call hold, call scripts, conferencing, and more.
Contact Sales
The Contivio Mobile App is your gateway to a world of mobile messaging possibilities.
In today’s ever-evolving business landscape, it’s crucial for agents to stay agile and creative when engaging with prospects and customers. Our SMS/MMS package, accessible from your mobile device, allows your agents to send and receive messages anytime, anywhere, ensuring that you can maintain a strong connection with your audience.
Contact Sales
With Contivio, delivering a truly personalized customer experience is a breeze.
Our mobile app dynamically routes chat conversations to ensure each chat is tailored to the customer’s unique needs, and it’s routed to the most qualified agent available in the queue, even when you’re not at your desk. Plus, all chat conversations are automatically stored in your CRM, keeping your customer records up-to-date and accessible no matter where you are.
Contact Sales
With the Contivio Mobile App, you’re not just managing your team; you’re actively contributing to their success from anywhere, anytime.
In today’s fast-paced business environment, it’s essential for managers to keep their finger on the pulse of the contact center, regardless of their location. With the Contivio Mobile App, advanced supervisor functions empower team leads to stay actively involved no matter where they are. Whether you’re at the office, working remotely, or on the go, our mobile app ensures that you’re always connected to your team’s performance.
Contact Sales
Your customer relationship management is at the heart of your contact center experience.
What truly sets our integrations apart is the ability to push data back to your CRM in real-time. The Contivio Mobile App is your key to maintaining a seamless connection between your contact center and your CRM, enabling you to manage interactions and keep your data in perfect harmony, no matter where you are.
Contact Sales
Voice & Voicemail Mobile
You now have the flexibility to transform any mobile device into a fully fledged cloud contact center solution.
With the Contivio Mobile App, answer and dial calls effortlessly through an intuitive toolbar right on your mobile device, all while maintaining CRM integrations. The mobile app encompasses all standard functionalities such as call transferring, personal voicemail, call hold, call scripts, conferencing, and more.
SMS & MMS
The Contivio Mobile App is your gateway to a world of mobile messaging possibilities.
In today’s ever-evolving business landscape, it’s crucial for agents to stay agile and creative when engaging with prospects and customers. Our SMS/MMS package, accessible from your mobile device, allows your agents to send and receive messages anytime, anywhere, ensuring that you can maintain a strong connection with your audience.
Live Chat
With Contivio, delivering a truly personalized customer experience is a breeze.
Our mobile app dynamically routes chat conversations to ensure each chat is tailored to the customer’s unique needs, and it’s routed to the most qualified agent available in the queue, even when you’re not at your desk. Plus, all chat conversations are automatically stored in your CRM, keeping your customer records up-to-date and accessible no matter where you are.
Supervisors
With the Contivio Mobile App, you’re not just managing your team; you’re actively contributing to their success from anywhere, anytime.
In today’s fast-paced business environment, it’s essential for managers to keep their finger on the pulse of the contact center, regardless of their location. With the Contivio Mobile App, advanced supervisor functions empower team leads to stay actively involved no matter where they are. Whether you’re at the office, working remotely, or on the go, our mobile app ensures that you’re always connected to your team’s performance.
CRM Integrations
Your customer relationship management is at the heart of your contact center experience.
What truly sets our integrations apart is the ability to push data back to your CRM in real-time. The Contivio Mobile App is your key to maintaining a seamless connection between your contact center and your CRM, enabling you to manage interactions and keep your data in perfect harmony, no matter where you are.
So many ways to stay in contact
Phone
Email
SMS / MMS
Live Chat
Fax
So many resources at your fingertips
In House Agents
Work from Home Agents
IVR Self Service
Global Reliability
Enterprise Bundled VoIP
Trusted by teams running on Contivio
Case Studies
I wish we made the decision to use Contivio sooner. We love everything about the product, including their ongoing support.
Our team loves using Contivio simply put. They have hit the mark on any promise ever made and continue to exceed expectations.
We’re are able to get valuable insights into our workforce. With these finding our revenue increased by applying what we learned.
Contivio really makes an impact for our agents on every call. The NetSuite integration is always reliable which is a bonus for us.
Contivio has helped us improve two key metrics, call handling times & staff productivity.
Contivio’s Salesforce Power Dialer has been a real game-changer for our Sales team.
THE RESULTS
Case Studies
GET STARTED
Transform Your CRM Into a Contact Center
Want to extend your CRM‘s core functionality so that you‘re able to give your customers the very best in personalized service?
