Convoso

What is Convoso?

Convoso is a US-based cloud contact center and omnichannel sales engagement platform built specifically for high-volume outbound sales teams. The company was founded in 2006 and is headquartered in Woodland Hills, California, serving more than 1,000 contact center operations across insurance, mortgage, debt collection, BPO, lead generation, education, and home services.

The core differentiator is predictive dialing depth combined with TCPA and DNC compliance built into the dialing engine. Unlike basic VoIP tools that require external compliance tools, Convoso scrubs every outbound call against federal and state-by-state DNC lists in real-time and applies TCPA-compliant calling windows before the rep connects.

Who Convoso is built for

Convoso fits high-volume outbound contact centers (20 to 1,000+ seats) where outbound dialing is the primary revenue activity. Insurance sales (Medicare, ACA, life, P&C), mortgage origination, debt collection, BPO outbound campaigns, lead generation operations, education enrollment, home services lead conversion, and consumer financial services are the strongest verticals.

The platform assumes a dedicated contact center operation: workforce management, predictive dialing rules, list management, agent scorecards, and compliance scrubbing are all built around high-volume dialing patterns. Smaller sales teams (under 20 seats) typically pick simpler tools like Kixie or Aircall instead.

It is less of a fit for inbound-heavy support operations (Zendesk Talk, Talkdesk, Five9 fit better), for B2B SaaS sales development at lower volumes (Outreach, Salesloft, Kixie are more appropriate), or for very small teams without compliance complexity.

Convoso pricing plans

Convoso does not publish standard pricing tiers. Independent analyst sources place the Custom Plan starting around $90 per user per month with a 20-agent minimum, scaling to $150+ per user per month at the upper end depending on features and integrations selected. Carrier fees for telecom usage are billed separately at $0.01-$0.04 per minute, varying by local vs toll-free destinations and call volume.

The platform primarily offers annual plans with a 20% discount currently active. Month-to-month is available upon discussion with sales. DID procurement, SMS add-ons, local presence numbers, and omnichannel features add 10-30% on top of the base subscription depending on volume. Buyers should build a complete TCO model including carrier fees, DIDs, and add-ons.

Convoso core capabilities

The dialer is the spine. Convoso offers predictive dialing (the system predicts when an agent will be available and dials enough lines to keep agents on calls), progressive dialing (dial one line at a time when agent is ready), and preview dialing (agent reviews lead before dialing). Predictive is the high-volume mode where productivity multiplies; the trade-off is occasional abandons that must stay within FCC regulatory limits.

Inbound routing handles incoming calls with IVR (interactive voice response), skills-based routing to the right agent, and queue management. Many Convoso customers run blended inbound-outbound where the same agents handle both with predictive dialing pausing when inbound calls arrive.

TCPA and DNC compliance

TCPA-compliant dialing applies state-by-state calling window rules so the system never dials during prohibited hours (typically 8am-9pm local time, with state-specific variations and Sunday restrictions in some states). DNC scrubbing checks every outbound number against federal and state DNC lists in real-time before connecting.

For US insurance, mortgage, debt collection, and financial services teams, this compliance integration is the primary reason to pick Convoso over basic VoIP. The penalties for TCPA violations are substantial; a TCPA-compliant dialer reduces that risk significantly.

ListLogic AI

ListLogic is Convoso's AI lead list prioritization engine. It analyzes historical call outcomes to predict which leads are most likely to answer, qualify, and convert at this hour, this day. Agents dial the highest-likely leads first, increasing connection rates and revenue per dial.

For lead-gen operations buying lists from multiple sources, ListLogic helps prioritize the freshest, highest-quality leads across the pool rather than dialing in random order. This is one of the strongest reasons high-volume lead-gen call centers pick Convoso.

Conversation intelligence

Conversation intelligence (add-on) transcribes and analyzes calls in near-real-time, surfacing pricing objections, competitor mentions, key keywords, sentiment, and compliance violations (uncovering when agents recite required disclosures, miss required statements, or use prohibited language).

Sales leaders use conversation intelligence to coach agents at scale (review 100 calls' summarized insights rather than listening to each), and compliance officers use it to spot-check compliance-required scripts.

Two-way SMS and email channels

SMS lets agents text leads between or alongside calls. Two-way conversations route inbound replies to the assigned agent. SMS templates speed common messages (follow-up, callback confirmation, no-show response).

Email channel adds longer-form communication for lead nurture. Combined with calls and SMS this creates a multi-touch outbound cadence in one platform rather than stitching together separate dialer, SMS, and email tools.

Local presence and caller ID

Local presence dialing rotates caller IDs based on prospect location, displaying local-area-code numbers to increase pickup rates. Studies and Convoso's internal data show local presence significantly improves pickup rates (typically 30-70% over a single fixed caller ID).

Workforce management

WFM tools cover agent shift scheduling, attendance tracking, real-time activity monitoring, and forecast-vs-actual analysis. For contact centers running 50+ agents across multiple shifts, WFM is essential and the integration with the dialer means scheduling reflects actual dial volume needs.

CRM integrations

Native CRM integrations cover Salesforce, HubSpot, Zoho CRM, and custom integration via API and webhooks. Convoso pushes call outcomes, recordings, and dispositions to the CRM, and pulls lead lists from the CRM into dialer campaigns. For lead-gen operations with their own custom CRMs, the API and webhook layer handles the custom integration.

Reporting and dashboards

Real-time dashboards show team productivity (calls per hour per agent, conversion rate, talk time vs available time), campaign performance, and agent scorecards. Historical reports cover monthly trends, agent ranking, and campaign ROI. Custom reports build on a dashboard composer for specific KPIs.

Mobile and remote

Convoso runs in the browser without dedicated mobile apps for agents (dialing happens via softphone in the browser). Remote agents on home internet connections work the same as office agents. The deployment is fully cloud-based with no on-premise components required.

Security and compliance

Convoso holds SOC 2 Type II certification, PCI DSS compliance for payment data handling, HIPAA-eligible deployment on Enterprise (important for healthcare-adjacent verticals like Medicare insurance sales), and TCPA-compliant operations as a built-in capability. Cloud hosting uses AWS US infrastructure.

Convoso vs Five9

Five9 is the upmarket contact center platform with the broadest feature set, deeper enterprise scale, and stronger inbound capabilities. Convoso has stronger outbound dialer-specific features and lower entry price point. Pick Five9 for full inbound-outbound contact center at 100+ seats with complex routing needs. Pick Convoso for outbound-heavy high-volume operations.

Convoso vs Genesys Cloud

Genesys Cloud is the upper-enterprise contact center platform with full omnichannel, workforce management, and AI features. Convoso is the mid-market specialist with outbound dialer depth and compliance focus. Different tiers; not direct competitors except at upper-mid-market overlap.

Convoso vs Talkdesk and NICE CXone

Talkdesk and NICE CXone are upmarket contact center platforms with strong inbound and omnichannel focus. Convoso is outbound-first with strong TCPA compliance. Pick Talkdesk or NICE CXone for inbound contact center at enterprise scale. Pick Convoso for outbound-driven sales operations.

Convoso vs Kixie

Kixie is sales engagement platform targeting smaller inside sales teams (5-200 reps) with CRM-driven outbound dialing. Convoso is contact center platform for high-volume operations (20+ seats minimum, scaling to 1,000+). Different scale; different feature depth on workforce management, compliance, and inbound routing.

Buyer pitfalls to avoid

Three patterns hurt Convoso rollouts. First, modeling cost on per-seat alone: carrier fees ($0.01-$0.04/minute), DIDs, SMS add-ons, and local presence numbers add 10-30% on top of base. Build full TCO.

Second, treating it as basic VoIP: Convoso's value comes from predictive dialing, compliance scrubbing, and ListLogic AI. Teams that use it as a phone system without configuring these features miss the upgrade value over basic VoIP.

Third, underestimating compliance complexity: TCPA and DNC compliance requires accurate state, time-zone, and consent data on every contact. Teams without disciplined data hygiene see compliance violations even with Convoso scrubbing.

Implementation and time to value

Mid-market deployments (20-100 seats): 4-8 weeks including CRM integration setup, list onboarding, agent training, compliance configuration, and IVR design. Enterprise deployments (200+ seats): 8-16 weeks adding WFM setup, custom reporting, multi-campaign management, and dedicated success engagement. Convoso provides direct customer success on all annual contracts.

Customer support

All customers get email and phone support during US business hours. Annual contracts include dedicated customer success management. Enterprise tier adds priority response SLAs and named technical account management. The Convoso Help Center covers most setup tasks. Documentation is in English.

The Bottom Line on Convoso

Convoso is the right call for US high-volume outbound contact centers (20-1,000+ seats) in insurance, mortgage, debt collection, BPO, lead-gen, and consumer financial services that need predictive dialing depth combined with TCPA and DNC compliance built into the dialing engine.

Standout strengths: predictive, progressive, and preview dialing modes; TCPA-compliant calling windows by state; DNC scrubbing against federal and state lists in real-time; ListLogic AI lead prioritization; two-way SMS and email channels; conversation intelligence add-on; native Salesforce, HubSpot, Zoho integrations plus custom API; HIPAA-eligible deployment on Enterprise.

Pricing is custom-quoted with limited public disclosure. Independent analyst sources place starting tier at ~$90/user/month with a 20-agent minimum, scaling to $150+/user/month at the upper end. Carrier fees billed separately at $0.01-$0.04/minute. 20% discount on annual currently active. Build full TCO including DIDs, SMS, local presence numbers.

Trade-offs to weigh: limited public pricing transparency makes early budgeting harder. 20-seat minimum excludes smaller sales teams. Carrier fees and add-ons can substantially increase TCO over base subscription. UI is functional but less polished than newer challengers (Aircall, Dialpad). International calling outside the US is supported but US-focused operations.

Alternatives worth comparing: Five9 for upmarket contact center, Genesys Cloud for upper-enterprise, Talkdesk and NICE CXone for inbound enterprise, Kixie for smaller sales teams (5-200 reps), CallTools for similar outbound-focused operations, RingCentral Contact Center for unified UC plus contact center. Pricing data from CloudTalk, ITQlick, CheckThat.ai 2026 sources, capabilities verified on convoso.com/pricing on 2026-06-27.