Click-to-call
Agents call from the client record in one click, and the call, outcome and recording are logged on it automatically.
Product · Signals Intivion's Brokerage Intelligence
Click-to-call inside the CRM, and a full contact centre when your floor needs one.
Agents call any client from AltimaCRM in one click. The dedicated AltimaVoIP portal adds outbound campaigns, call queues, live listen, whisper and barge for supervisors, and sentiment analysis on every call, with every recording saved to the client's record.
Start with one-click calls. Grow into a full dialler.
VoIP works alongside your CRM from day one. When your sales floor outgrows click-to-call, the dedicated dialler portal is already there, on the same numbers, recordings and client records.
Routing by desk and language
Inbound and outbound calls reach the right desk, language and agent, so an Arabic-speaking lead never lands on the English desk.
Global numbers
Local numbers and caller IDs for the markets your desks serve, connected through your SIP trunks.
Recording on every record
Every call is recorded, stored securely and attached to the client, ready for an audit or a complaint.
Campaigns and call queues
Load a lead list, set the dialling order by lead score, and let the queue feed agents the next call.
Listen, whisper and barge
Supervisors listen to a live call, coach the agent without the client hearing, or join the call when it needs a senior voice.
Sentiment analysis
Every conversation is scored for tone, so supervisors see which calls are going badly while they are still happening.
DNC lists and dispositions
Do-not-call lists block numbers before they are dialled, and every call ends with an outcome your reports can use.
Watch a lead go from the queue to a booked follow-up.
The dialler serves the highest-scored lead, a supervisor coaches the call live, and the desk board updates the moment it ends.
Intivion · AltimaVoIP
Call queue
Leads are queued by score, so agents always dial the most valuable call next.
| Lead | Score | Desk | Waiting | Status |
|---|---|---|---|---|
| #48213 | 87 | Arabic | 4 min | Connected |
| #48390 | 74 | Arabic | 11 min | First call |
| #47702 | 69 | Thai | 18 min | First call |
| #46931 | 41 | Thai | 2 days | Retention |
Live call
Supervisors see the sentiment of every live call and can listen, whisper or barge in.
Lead#48213
AgentArabic desk
Duration6:12
RecordingOn
SentimentPositive
ListenWhisperBargeSupervisor whispering to agent
- Call from AltimaCRMToday 13:40
- Asked about VIP termsNoted by the agent
- Follow-up bookedTomorrow 10:00
Desk board
Contact rates, talk time and recordings by desk, updated through the day.
| Desk | Calls today | Contact rate | Avg talk time | Recorded |
|---|---|---|---|---|
| Arabic | 412 | 61% | 5 min 40 s | 100% |
| Thai | 288 | 54% | 4 min 55 s | 100% |
| English | 355 | 38% | 3 min 20 s | 100% |
| Retention | 140 | 66% | 7 min 05 s | 100% |
Follow-up booked · #48213 · tomorrow 10:00
What gets said on a call shouldn't stay on the call.
Calls, outcomes, recordings and sentiment feed the Brokerage Intelligence System. Lead scores update after every conversation, follow-up tasks land in AltimaCRM, and calls with negative sentiment are flagged for a supervisor.
AltimaVoIP sends
Calls
Outcomes
Recordings
Sentiment
Brokerage Intelligence System
AltimaVoIP receives
Call lists ordered by lead score
Follow-up tasks
Sentiment flags for review
Feeds these intelligences
Built for the agent on the phone and the manager listening in.
Each team gets its own view of the same calls, with the Brokerage Intelligence System pointing to the next best action.
Sales agent
Calls the highest-scored lead first, from the CRM or the dialler, and logs the outcome in one click.
Supervisor
Listens in, whispers advice or barges into a live call, and sees which calls are going badly as they happen.
Compliance officer
Finds and replays any call in seconds, checks DNC lists and audit logs, and answers a complaint with the recording.
Head of sales
Tracks contact rates and talk time by desk and campaign, and moves agents to where they convert.
Questions brokers ask about AltimaVoIP.
How Intivion's Forex CRM VoIP and dialler handles calling, recording and supervision.
Do we need the full dialler, or is click-to-call enough?
Many desks start with click-to-call inside AltimaCRM. When your sales floor outgrows it, the dedicated dialler portal is already there, using the same numbers, recordings and client records, so there is nothing to migrate.
How does click-to-call work in AltimaCRM?
Agents call a client from their CRM record in one click, and the call, its outcome and the recording are logged on that record automatically. Inbound and outbound calls are routed by desk and language, so each lead reaches the right agent.
Are calls recorded and stored?
Yes. Every call is recorded, stored securely and attached to the client's record, so it is ready for an audit or a complaint. Do-not-call lists block numbers before they are dialled, and every call ends with an outcome your reports can use.
What does the dedicated dialler add?
The dialler portal adds campaigns and call queues ordered by lead score, so agents always dial the most valuable lead next. Supervisors can listen to live calls, whisper to coach the agent or barge in, and sentiment analysis flags calls that are going badly.
Can we use local numbers in different countries?
Yes. AltimaVoIP provides local numbers and caller IDs for the markets your desks serve, connected through your SIP trunks. Calls use the same numbers, recordings and client records whether your agents work in AltimaCRM or the dedicated dialler.
Put your whole sales floor on one phone system.
Start with click-to-call in AltimaCRM and switch on the full dialler when you're ready. See both in a live demo.