Convin Integrations

Pipedrive is an advanced customer relationship management (CRM) and sales pipeline management tool aimed at assisting companies in monitoring and enhancing their sales workflows. It features automation capabilities, AI-driven sales analytics, and up-to-the-minute reporting to enable businesses to finalize deals more quickly and efficiently. Additionally, with its adaptable workflows, compatibility with numerous applications, and user-friendly design, Pipedrive empowers sales teams of various scales to handle leads, streamline repetitive activities, and assess performance for more informed, data-oriented decisions. This comprehensive platform not only simplifies the sales process but also enhances collaboration among team members, ensuring that everyone is aligned towards achieving common goals.

Dialpad Connect is an advanced, AI-powered customer communications platform designed to unify voice calls, video meetings, and team messaging into a single, intuitive experience that enhances productivity and customer satisfaction. Its intelligent features include real-time call transcription, automated voicemail transcription, AI-generated conversation summaries, and actionable recommendations that keep users focused and informed during every interaction. The platform integrates seamlessly with a wide array of popular business tools such as Salesforce, Zendesk, Microsoft Teams, Google Workspace, and Hubspot, enabling organizations to streamline workflows and centralize communication data. Built on a robust dual-cloud infrastructure, Dialpad Connect delivers enterprise-grade reliability with 100% uptime SLA, comprehensive disaster recovery, and 24/7 customer support. It meets strict security and privacy standards, including GDPR, HIPAA, SOC 2, ISO certifications, and LGPD compliance, ensuring sensitive data is well protected. Dialpad’s AI capabilities extend to providing live coaching to agents during calls, facilitating better sales outreach, and offering real-time analytics to boost operational efficiency. The platform caters to businesses of all sizes, from startups to global enterprises, helping them transform their communication strategies. Dialpad Connect simplifies complex communication needs into a unified platform that supports inbound and outbound contact centers, cloud phone systems, and virtual collaboration. Its flexibility and scalability allow organizations to adapt and grow while maintaining exceptional customer experiences. Ultimately, Dialpad Connect turns everyday conversations into actionable insights that drive business growth.

Manual call center QA covers 1 to 5% of interactions. The other 95% goes unreviewed. QEval closes that gap with AI-powered quality assurance that scores every voice, chat, and email interaction automatically. The platform combines speech analytics, sentiment analysis, compliance monitoring, keyword detection, automated evaluation workflows, agent coaching tools, gamification, and 110+ analytics dashboards. Compliance includes PCI, HIPAA, and GDPR at 98% accuracy with real-time violation alerts. The scoring engine is trained on 138M+ contact center interactions and delivers 94% classification accuracy. Organizations deploy QEval in 30 days, three to four times faster than typical quality monitoring platforms. Etech Global Services developed QEval through 20+ years of operating contact centers for Fortune 500 clients in healthcare, telecom, retail, banking, and BPO. ISO 27001, SOC 2, PCI-DSS certified. Built for QA managers, CX directors, and operations leaders replacing manual QA. Additional capabilities include call recording and playback, screen capture for desktop activity review, customizable evaluation scorecards, QA calibration sessions to ensure scoring consistency across evaluators, and dispute management workflows for agents to challenge scores. The platform supports omnichannel quality monitoring with unified scoring across phone, chat, email, and social media interactions. Supervisors access real-time dashboards to monitor live calls and intervene when needed. Automated alerts flag compliance risks, negative sentiment spikes, and performance drops instantly. Role-based permissions, audit logging, and end-to-end encryption meet enterprise security requirements. QEval connects with CRM, ACD, workforce management, and telephony systems through API integrations. Multi-site and multilingual support enables centralized QA management across geographically distributed contact center operations.

Salesforce’s CRM offerings for small businesses come in two comprehensive suites: Starter Suite and Pro Suite, each crafted to fuel growth by connecting key business functions in one seamless platform. Starter Suite is ideal for small businesses beginning their CRM journey, combining marketing, sales, service, and commerce tools with easy setup and AI-driven guidance, supported by a free 30-day trial and 40% off pricing. Pro Suite elevates this experience with greater customization options, powerful automation, real-time chat, sales quoting and forecasting, and access to hundreds of additional apps via AppExchange, making it perfect for businesses with evolving and complex needs. Both suites include features such as campaign templates, smart segmentation, case management, and storefront builder, allowing businesses to build strong customer relationships and grow revenue across multiple channels. Pro Suite customers also benefit from enhanced pipeline visibility, streamlined payment processes, and comprehensive customer service automation to improve operational efficiency. Salesforce’s rich resource ecosystem — including Trailhead courses, live events, and an active community — supports businesses in maximizing their CRM investment. Customer testimonials emphasize the scalability and flexibility of these solutions, showing how Salesforce adapts to changing business demands. Whether launching or expanding, these CRM suites ensure companies have the tools they need to succeed and scale without switching platforms.

Zoom Meetings & Chat provides a robust platform for enterprise video conferencing, incorporating features like real-time messaging and content sharing. It simplifies video conferencing and messaging across all devices, ensuring ease of use for everyone. The platform encourages user adoption with seamless meeting capabilities that allow participants to join, initiate, and collaborate effortlessly on any device. Zoom Meetings integrates with your calendar system, delivering top-tier video conferencing on both mobile and desktop platforms. It supports a variety of functions such as all-hands meetings, internal and external communications, as well as training sessions, all accessible through a single platform. With the capacity to host up to 1,000 participants and display 49 videos on screen simultaneously, users can enjoy high-definition video and audio quality during their meetings. Multiple participants can screen share at once, and co-annotation features enhance interactivity. Security is a priority, with end-to-end encryption for all meetings, role-based access controls, password protection, and waiting rooms for added safety. Additionally, hosts have the ability to put attendees on hold when necessary. Meetings can be recorded either locally or in the cloud, complete with searchable transcripts for easy reference. Moreover, Zoom offers healthcare plans that comply with HIPAA regulations, ensuring that sensitive information is handled appropriately. This comprehensive suite of features positions Zoom as a leader in the video conferencing space.

HubSpot serves as an AI-driven customer platform that combines all the essential software, integrations, and tools required to unify your marketing, sales, and customer support efforts. By utilizing HubSpot’s connected platform, businesses can accelerate growth by prioritizing the most critical aspect of their operations: customer engagement. The HubSpot CRM goes beyond being merely a tool; it is the core of your business operations. This CRM solution empowers your team to cultivate stronger relationships with customers, fundamentally changing how you communicate with them. It provides a seamlessly integrated environment for sales, marketing, and customer service, enabling deep insights into your customer interactions. Everything is neatly organized within an intuitive dashboard that boosts your team's productivity. As your business evolves, our platform is built to scale, offering adaptable solutions that cater to your changing requirements. Additionally, HubSpot CRM features a robust free version filled with vital functionalities, making it an excellent option for forward-thinking businesses. This innovative CRM is set to redefine customer management; every customer interaction represents a chance for growth and improvement. You can schedule a demo to explore our premium offerings, or you may begin using our extensive range of free tools right away.

Maintain seamless communication with your team wherever you might be located. With straightforward video calls that are readily available, you can engage in face-to-face conversations without the burden of travel costs. Meet simplifies the process of joining professional video calls; simply set up a meeting and distribute the link. You won't have to worry about whether your colleagues, clients, or customers possess the required accounts or software. Its intuitive interface and effective participant management make organizing group video calls a breeze. Furthermore, Meet integrates flawlessly with G Suite, enabling you to access meetings directly from a Calendar event or email invitation, with all critical details at your fingertips, whether you're using a computer, smartphone, or a conference room setup. The user-friendly iOS and Android applications for Meet allow you to see your appointments for the day along with all pertinent information from your Calendar, making it easy to join with just one tap. In addition, those utilizing G Suite's Enterprise version benefit from a unique dial-in phone number for each meeting, guaranteeing a seamless experience for all attendees. This extensive accessibility significantly enhances the efficiency and productivity of collaboration, fostering better teamwork. With Meet, leveraging technology to stay connected has never been easier or more effective.

Stop juggling various tools and start using Freshworks CRM, which has evolved from Freshsales and Freshmarketer to incorporate AI technology. This platform provides a comprehensive view of your prospects and clients, integrating marketing automation, salesforce automation, chat, and telephony into one efficient solution. With the assistance of Freddy AI, Freshworks CRM enables you to identify top leads, enhance customer interactions, finalize deals, and effectively nurture your existing clientele through an intelligent and all-encompassing system. By utilizing Freshworks CRM, your sales team gains enhanced access and oversight of a superior CRM experience. This robust platform serves as a powerful CRM and lead management solution, designed to help dynamic sales teams seize more opportunities while eliminating guesswork from the sales process. It offers a variety of features, including integrated phone and email capabilities, task management, appointment scheduling, note-taking, user behavior tracking, and comprehensive reporting tools. Through this system, you can engage in contextual conversations that significantly boost your chances of capturing more business. By attracting visitors and converting them into qualified leads, you can drive your sales success to new heights.

Make the most of every day by leveraging the latest features of Google Calendar, which enables you to spend less time organizing and more time enjoying your experiences. This innovative application offers a fresh perspective on your schedule through its Schedule View feature, which brings your calendar to life with visuals like images and maps that enhance understanding of your upcoming events. All the information you need is conveniently accessible, providing various views of your day, week, and month, as well as easy access to invitations and a web calendar to help you manage your time effectively. You can rest assured that your events are safely stored online, keeping your address book intact even if your device is misplaced. Effortlessly switch between different calendar formats by navigating between monthly, weekly, and daily views. Moreover, Gmail events like flight bookings and dinner reservations are automatically added to your calendar, ensuring nothing slips through the cracks. You can also organize your tasks right alongside your scheduled events for improved efficiency. Incorporating video conferencing into your calendar appointments is simple, making it easier to stay connected and work together. With intelligent suggestions for event titles, locations, and guests, creating new events becomes a swift and seamless task, enabling you to enhance your planning experience significantly. There’s never been a better way to keep your life organized while enjoying each moment to its fullest.

The Outreach Sales Execution Platform provides sales teams with the tools they need to efficiently build their pipeline and significantly improve their deal-closing rates. This unique platform stands out as it empowers every member of the sales organization, from individual sellers to front-line managers, sales leadership, and operations, enabling them to effectively increase their pipeline closure rates. For those looking to enhance their sales success through tailored approaches, prioritization, and thorough analysis of their sales efforts, Outreach is the ideal choice. As the leading sales engagement platform, it equips teams to operate more efficiently by refining workflows and generating robust pipelines. Among its most valuable features are sales sequences, a dialer, tracking capabilities, email management, outreach tools, customizable content and templates, as well as comprehensive analytics, reporting, and coaching insights. Through these powerful tools, Outreach helps sales professionals not only meet but exceed their targets, transforming the way they engage with clients.

Aircall is redefining call center and customer communication software with an AI-driven platform that empowers teams to work smarter and connect better. Designed for both sales and support teams, it centralizes phone calls, SMS, and WhatsApp messaging, ensuring no customer interaction slips through the cracks. With AI Voice Agents, businesses can handle inbound calls 24/7, qualifying leads and addressing routine queries without missing a beat. The new AI Assist Pro takes conversations further by coaching reps in real time, guiding them with prompts, and automating follow-ups—turning every rep into a top performer. Teams also gain actionable insights with powerful analytics, call recordings, and performance dashboards to identify trends and improve outcomes. Aircall’s shared inbox keeps cross-channel communication organized, while IVR and automated call routing reduce resolution times. Businesses appreciate its fast, intuitive setup: claim numbers instantly, configure workflows in minutes, and connect seamlessly to Salesforce, HubSpot, Zendesk, Intercom, Shopify, Microsoft Teams, and 100+ integrations. Customers around the world—from travel agencies to healthcare recruiters—praise Aircall for its stability, reliability, and ease of use. With proven results like increased bookings, faster onboarding, and measurable boosts in customer satisfaction, Aircall demonstrates real business impact. By combining automation, AI, and human connection, it delivers a future-ready communication hub that helps companies scale without sacrificing quality.

Dialpad Support is an innovative AI-powered contact center solution designed to provide agents with instant access to resources that exceed customer expectations. Through the implementation of self-service virtual agents and AI chatbots, it effectively manages routine queries, resulting in reduced resolution times and enabling human agents to focus on more complex issues. The platform features live coaching supported by AI-driven scorecards and actionable insights, which aid managers in evaluating agent performance, delivering real-time support during calls, and optimizing workflows. Additionally, integrated Contact Center AI assesses both voice and chat sentiment to pinpoint areas that may cause friction, while intuitive dashboards and real-time analytics track crucial metrics such as average handling time, customer satisfaction ratings, and forecasting accuracy. Moreover, its seamless integrations with platforms like Salesforce, Zendesk, Microsoft Teams, Google Workspace, and HubSpot unify customer interaction histories and data. With a resilient dual-cloud infrastructure, it guarantees enterprise-level stability, offering a 100% uptime service level agreement and robust disaster recovery solutions to ensure continuous service for users. In conclusion, Dialpad Support not only boosts operational efficiency but also nurtures deeper connections between agents and their customers, ultimately enhancing the overall customer experience.

HubSpot's AI-driven customer platform prioritizes your customers, empowering you to achieve more significant growth. It links your front-office teams by providing a comprehensive perspective on the customer journey, utilizing AI tools to ensure a smooth interaction with clients. This platform allows businesses to swiftly respond to emerging industry trends and technological advancements. Conventional CRMs fall short in fostering growth, as many aren't tailored to nurture customer relationships, a vital capability in today's AI-centric market where customers have the freedom to explore, assess, and make purchases at will. HubSpot's Customer Platform transcends traditional offerings by incorporating Smart CRM, which merges artificial intelligence with customer insights to facilitate adaptability. Additionally, it features solutions for engaging customers throughout their entire journey and boasts an extensive ecosystem that encompasses integrations, educational resources, and community support. Ultimately, this platform is meticulously crafted to enable businesses to forge deeper connections with their customers and accelerate growth effectively.