Convoso for Salesforce CTI Adaptor logo

Convoso for Salesforce CTI Adaptor

By Convoso

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Pricing
Free to install
Listed since
2026

About Convoso for Salesforce CTI Adaptor

Seamless Dialing. Stronger Conversations. Built-in Compliance.

Convoso for Salesforce is a compliant, predictive dialer for revenue teams using a CTI Adaptor that provides a cloud-based integration that lets contact center agents quickly and easily process both inbound and outbound calls from the Convoso platform directly within Salesforce, eliminating the need for additional telephony software and browser windows. The Convoso Adaptor embeds the agent's softphone directly into the Salesforce console enabling click-to-dial, screen pops, and call control (answer, hold, transfer).

Highlights

  • Single-Pane Agent Experience Reduces context switching and training time by keeping agents in Salesforce.
  • Improved Efficiency & Customer Experience Screen pops, automated call logging, and call routing reduce handling times and promote speed-to-lead and first call conversion.
  • Outbound Dialing and Campaigns Supports predictive, power, and preview dialing - integrated with Salesforce campaigns.
  • Automated Data Synchronization and Analytics Automatically synchronizes campaign details and call results, or dispositions, into Salesforce objects such as contacts, leads and opportunities.
  • Compliance Create and manage campaigns with automated federal, state, and internal Do‑Not‑Call (DNC) scrubbing that ensures phone lists comply with regulatory requirements

Screenshots and videos

Convoso for Salesforce™: Speed-to-Lead, Smart Campaigns & Compliance-First Dialing

Pricing

Free to install.

Convoso for Salesforce CTI Adaptor plans
PlanPriceBilled
Convoso Agent Bundle$20 per userMonthly

Licensing of the Convoso Contact Center is required

Compatibility

Works with
  • Sales Cloud
  • Service Cloud
Requires
  • Sales Cloud
  • Service Cloud
Salesforce editions
  • Professional
  • Enterprise
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on March 12, 2026
Industries
  • Engineering, Construction, & Real Estate
  • Financial Services
  • Healthcare & Life Sciences
Languages
  • English