Puts the hottest lead at the top of each agent's list, with the reason.
See Lead Intelligence →Intivion
VoIP and contact centre · Technology partner
Intivion and Voiso.
Sales floors lose deals when the dialler and the CRM disagree about who called whom. Intivion and Voiso work together so every call, recording and outcome lands on the client record, and agents dial straight from the lead.
- Category
- VoIP and contact centre
- Status
- Live
- Connection
- Native connector, maintained by Intivion
- Typical setup
- 2 to 5 working days
- Website
- voiso.com ↗
01What connects
What flows between Voiso and Intivion.
Data comes in as it happens and lands on one record per client. Actions go back the other way.
From Voiso to Intivion
Every call, its duration and outcome
Recordings linked to the client record
Agent availability and queues
CoreBrokerage Intelligence System
From Intivion to Voiso
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.
Shows speed to first call and contact rates per desk.
See Agent Intelligence →Example decision
Lead #48213 is ready to deposit. Call within 5 minutes; Arabic desk.
03About Voiso
Voiso.
Voiso is a cloud contact centre platform built for sales and support teams, with automated dialling and call recording.
"Sales teams live on the phone, so their dialler and their CRM have to agree. Our partnership with Voiso puts every call, recording and outcome exactly where the agent needs it."
04Setting it up
Live in four steps.
Our onboarding team does the connection with you. Your current systems keep running throughout.
- Step 1
Connect the account
Add the provider credentials and map agents to CRM users.
- Step 2
Choose numbers
Assign caller IDs per country and desk.
- Step 3
Turn on logging
Calls and recordings attach to the client automatically.
- 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.
Related reading
Questions brokers ask about Intivion and Voiso.
How Intivion and Voiso work together on calling, recording and call outcomes.
Can agents call straight from AltimaCRM with Voiso?
Yes. Agents click to call from the client record, and the call, its outcome and the recording are logged against the client automatically.
Can supervisors see what's happening on the floor?
Yes. Calls, outcomes and recordings land in Intivion as they happen, so managers can see contact rates and talk time per desk without exporting reports from the dialler.
How do Intivion and Voiso work together?
We're technology partners, so Voiso and AltimaCRM are connected for brokers out of the box. Voiso 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 Voiso is connected?
No. Our onboarding team does the connection with you: we connect your Voiso 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 Voiso 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.