Convoso

Helps sales teams reach more prospects, manage compliant campaigns, improve contact rates, and convert leads with less manual effort.

Launch Convoso quickly, resolve issues with knowledgeable support, and improve campaigns and operations with ongoing expert guidance.

Convoso Outbound Sales Platform

Convoso is a cloud-based contact center platform for outbound sales and lead generation teams. It combines predictive and other dialing modes with campaign and lead management, intelligent number management, workflow automation, compliance controls, reporting, and integrations. The platform supports voice, SMS, and email engagement, dynamic agent scripting, call routing, live coaching, and Voice AI Agents that can qualify leads, handle calls, schedule appointments, and transfer sales-ready prospects to human agents. Additional capabilities include manual dialing options, state-specific dialing checks, carrier-grade voice services, and Convoso for Salesforce, which connects platform calling and campaign workflows with Salesforce.

• Match Dialing Modes To Campaign Needs
  Choose dialing approaches for different campaigns, accelerate lead response, and help agents spend more time in live conversations.
• Organize And Prioritize Leads
  Structure lead lists and campaigns to support targeted outreach and prioritize fresh or higher-priority leads.
• Select Healthier Numbers For Calls
  Use number health and call context to guide dial-time selection, reduce avoidable attempts from unhealthy numbers, and make dialing capacity more efficient.
• Support Controlled, Productive Manual Calling
  Give agents manual dialing options with controls for dialing pace and call initiation, supporting conservative outbound workflows and operational visibility.
• Automate Campaign Workflows
  Apply consistent campaign rules and follow-up sequences to reduce manual administration and keep leads moving through outreach.
• Reach Fresh Leads Faster
  Distribute leads and initiate contact quickly to help teams engage prospects while their interest is fresh.
• Apply Guardrails To Outbound Campaigns
  Use dialing restrictions, list checks, lead-level attempt tracking, and state-specific limits to manage outbound processes and support applicable calling requirements.
• Qualify Leads And Route Ready Prospects
  Automate early-stage conversations and routine call handling, schedule appointments, and transfer qualified prospects to human agents when needed.
• Keep AI Conversations Responsive And In Context
  Low-latency responses, interruption handling, and context retention help conversations move forward coherently.
• Connect Calls With Suitable Agents
  Direct calls according to configurable agent criteria so prospects can reach an appropriate representative.
• Connect Calling Workflows With Salesforce
  Work with calls and campaign activity inside Salesforce, open relevant records automatically, and keep call outcomes and activity data current.
• Engage Leads Across Channels
  Coordinate calls, texts, and emails, including automated messages triggered by lead and call activity.
• Maintain A Viable Number Pool
  Manage number supply as campaign needs and number health change, with visibility into pool performance and activity.
• Keep Agents Focused On Live Conversations
  Identify answering machines and manage voicemail handling to reduce time spent on non-live calls and support more productive agent time.
• Engage Customers In Their Preferred Language
  Support multilingual conversations, including language switching during a call, to communicate with different audiences.
• Coach Agents During Live Conversations
  Provide support while agents are speaking with customers, making coaching available in the moment.
• Monitor Performance And Refine Campaigns
  Review current and historical results, assess campaign profitability, and identify opportunities to adjust outreach and operations.
• Support Reliable, High-Quality Calling
  Provide distributed agents with carrier-grade voice services designed for reliable call quality at scale.
• Customize AI Voice And Delivery
  Tailor the agent's voice experience using available voice choices and settings, including emotional tonality and speed.
• Build And Test Agents Without Coding
  Configure and test agents with no-code tools and workflow generation, helping teams refine behavior before launch.
• Guide Personalized, Compliant Conversations
  Give agents relevant lead information and in-call guidance, including disclosures, to support consistent conversations.
• Connect Sales Tools And Data
  Integrate Convoso with CRM and other business applications to connect workflows and data across systems.

Convoso customer onboarding, implementation, and success services

Convoso provides white-glove onboarding and implementation tailored to each customer's operation, campaigns, workflows, and goals. Responsive technical support from people who understand the technology and high-velocity sales operations helps keep teams moving. A dedicated Customer Success Manager offers ongoing guidance to optimize campaigns, workflows, reporting, and day-to-day operations. Customers can also use Convoso's help center for step-by-step tutorials and FAQs or create a support ticket.

Category: Software Implementation Services

• Launch Quickly With Tailored Setup
  Get onboarding and implementation shaped around your operation, campaigns, workflows, and goals to support a quick launch with minimal disruption.
• Resolve Issues With Knowledgeable Support
  Access responsive technical support from a team familiar with the platform and the operational needs of high-velocity sales teams.
• Optimize Operations With Ongoing Guidance
  Work with a dedicated Customer Success Manager on campaign, workflow, reporting, and operational optimization.
• Prepare Agents To Start Quickly
  Use guided onboarding and training, along with quick user and number provisioning, to help new agents get started dialing.
• Find Answers Through Help Resources
  Browse tutorials and FAQs in the help center, or submit a ticket when additional assistance is needed.