Contivio

Contivio is a cloud contact centre platform that places customer conversations directly inside CRM and ERP systems, with NetSuite as its main focus. Calls, texts, chats and AI interactions are logged against the customer record, so sales and support teams work from one screen instead of switching between tools.

Services

• Omnichannel contact centre: blended voice, SMS, live chat and chatbots handled in one system, with intelligent routing and IVR.
• CRM and ERP integration: screen pops, click-to-dial, call recordings and transcripts stored on the customer record.
• AI summaries and actions: produces call summaries, updates records and creates follow-up tasks automatically.
• Power dialer and cadences: runs outbound dialling campaigns from CRM lists and schedules follow-ups based on call outcomes.
• Reporting and dashboards: live dashboards and report templates that link call metrics with CRM data.

Who it serves

Contivio is aimed at growing enterprises whose sales, service and accounts teams already run on NetSuite or similar platforms.

Key facts

• Integrations: NetSuite, Salesforce, HubSpot, Zendesk and Business Central
• Channels: voice, SMS, chat and AI conversations