Convoso

Convoso is outbound call center software for high-volume sales teams, with predictive and power dialers, inbound queues, IVR and a Salesforce app.

Convoso puts a sales floor's outbound calling, lead lists and calling-hours rules into one browser-based platform. Its aim is to shorten the gap between a lead arriving and an agent reaching that person by phone. Inbound calls run on the same system through menus and queues, so one team can work both directions. Convoso, Inc. builds it as an independent company in Woodland Hills, California, and has done so since 2006. Outbound campaigns run on a predictive dialer, a power dialer with an adjustable dial level, or a preview dialer that shows the lead's record before the call. Intelligent call classification and voicemail detection separate live answers from machines, and voicemail drop leaves a recorded message instead. Inbound callers move through DTMF-based IVR menus into call center queues with automatic call distribution, skills-based routing and after-hours settings. In Agent Monitor, supervisors see agent status and calls waiting, then listen, whisper or barge into a live call. Agents follow dynamic scripts, mark each call with a disposition, text leads from the SMS tab and pass calls on with a warm transfer. Convoso is built for high-velocity outbound sales teams that pay for leads and need each one called while it is still fresh. Insurance agencies, lead generation firms, home services and solar companies, legal and financial services firms and BPO call centers are the industries it serves. Teams that live in Salesforce can add Convoso for Salesforce, an AgentExchange app launched in May 2026 that keeps inbound, outbound and manual calls inside the CRM. Administrators build the campaigns, lists, scripts and queues, while supervisors coach from the live floor view. A working shift on Convoso means moving a lead list through a dialing campaign, with outbound calls held to each state's calling hours. Agents take calls in the browser over WebRTC or through an external SIP softphone, and each call is logged back to its Salesforce record as an activity. Managers compare lead lists in the List Performance Report, review recorded calls for quality and watch caller ID health across carriers on the Numbers screen. Standard reports and dashboards come with every account, and Advanced Analytics opens a real-time optimization workspace for deeper tuning. It fits sales operations whose revenue depends on reaching each new lead quickly and often.