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VoIP and contact centre · Technology partner

Intivion and Squaretalk.

Contact rates drop when agents waste time switching screens. As partners, Intivion and Squaretalk put calling inside the CRM, with every call logged and recorded against the client.

See it in a demo All integrations
Category
VoIP and contact centre
Status
Live
Connection
Native connector, maintained by Intivion
Typical setup
2 to 5 working days

01What connects

What flows between Squaretalk and Intivion.

Data comes in as it happens and lands on one record per client. Actions go back the other way.

From Squaretalk to Intivion

Every call, its duration and outcome
Recordings linked to the client record
Agent availability and queues
CoreBrokerage Intelligence System

From Intivion to Squaretalk

Click-to-call from AltimaCRM
Call lists ordered by lead score

Used by AltimaCRM, AltimaVoIP.

02What the Brokerage Intelligence System does with it

It reads the data as well as moving it.

A plain integration copies the data across. The Brokerage Intelligence System reads it next to everything else it knows about the client.

Example decision

Lead #48213 is ready to deposit. Call within 5 minutes; Arabic desk.

03About Squaretalk

Squaretalk.

Squaretalk is a cloud contact centre platform for sales and support teams, with dialling, call recording and reporting built in.

"The fewer screens an agent juggles, the more calls they make. With Squaretalk inside Intivion, calling becomes part of the CRM instead of one more tab."

Sunil Jadhav, CTO, Intivion

04Setting it up

Live in four steps.

Our onboarding team does the connection with you. Your current systems keep running throughout.

  1. Step 1

    Connect the account

    Add the provider credentials and map agents to CRM users.

  2. Step 2

    Choose numbers

    Assign caller IDs per country and desk.

  3. Step 3

    Turn on logging

    Calls and recordings attach to the client automatically.

  4. Step 4

    Go live

    Agents call from AltimaCRM in one click.

05More

More in VoIP and contact centre.

The Brokerage Intelligence System works with all of them, side by side.

VoisoCommPeakCoperato

Related reading

Broker Technology

How Brokers Use VoIP Technology to Drive Sales

Questions brokers ask about Intivion and Squaretalk.

How Intivion and Squaretalk work together on calling, recording and call outcomes.

Can agents call straight from AltimaCRM with Squaretalk?

Yes. Agents click to call from the client record, and the call, its outcome and the recording are logged against the client automatically.

Why put calling inside the CRM instead of a separate dialler?

Every screen switch costs an agent time. With Squaretalk inside AltimaCRM, the lead, the call and the outcome are on one screen, so agents make more calls in a shift.

How do Intivion and Squaretalk work together?

We're technology partners, so Squaretalk and AltimaCRM are connected for brokers out of the box. Squaretalk handles the calling, and Intivion makes sure every call lands where the agent and the manager need it.

How does the Brokerage Intelligence System help the sales floor?

Call lists are ordered by lead score, so agents always dial the most valuable lead next, and managers see speed to first call and contact rates per desk.

Will our current setup be disrupted while Squaretalk is connected?

No. Our onboarding team does the connection with you: we connect your Squaretalk account, map agents and desks, and check that calls, outcomes and recordings land on the right client. Your existing systems keep running until you're happy to switch.

See Squaretalk and the Brokerage Intelligence System together.

Bring your setup. We'll show you the decisions the Brokerage Intelligence System makes on a model of your brokerage.

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