List Management

List Management

List Management

Get the most out of your leads

Convoso simplifies and automates list management so you can dial thousands or millions of leads daily over different campaigns while adhering to relevant regulations. 

Design outreach cadences that stagger scheduled calls, automate customized voicemail drops, and leverage multiple channels for follow up. Maximize administrative efficiency by reducing the effort needed to set up campaigns, reset lists, and target specific leads, making changes based on real time and historical analytics.

Automate routine activities

Reduce setup time

Create intelligent
outreach cadences

Focus on the leads that matter

Built-in Lite CRM

Stay On Top of Leads

Move Leads with Ease

Save Admins Valuable Time

Convoso uses a built-in CRM system that’s designed for closing sales. See which leads are most promising and add them to targeted campaigns. Show your agents live lead information for every call. Schedule callbacks to catch leads at the perfect time, and track which campaigns perform best.

We use Convoso also to outbound dial the leads that we generate ourselves for folks looking to get insurance quotes. It has solved a variety of problems for us. One is we’ve been able to automate some of our lead workflows which allows us to more actively penetrate our list and also have improved contact rates.

Gabe Bletnitsky

CEO & Co-Founder, Call Trader

Filter leads

Create rules with Redial/Recycle logic

Utilize A/B testing

Agent lead ownership

Campaign management

Develop different strategies to reach out to different types of leads to maximize contact rates and generate more revenue.  Create controls to check leads for express-written consent, call time restrictions, state-specific licenses and scrub records against relevant DNC lists.

Call centers with independent agents can also assign leads to each agent that they exclusively own. 

CRM Lite

In addition to integrations with popular CRM applications, Convoso offers a built-in CRM system that is designed for outbound sales teams.

Fast, intuitive lead management tools

Manage Database Seamlessly

Restful API to Integrate 3rd Party Systems

Our Lite CRM is streamlined to save you time. Use Drip Logic to keep lead information up to date and move leads through lists automatically. Set your custom criteria for each lead nurturing campaign, and the system will choose the optimal campaign for each individual lead. Convoso also offers 3rd party integrations to work seamlessly with the rest of your sales stack.

Powerful and Easy To Use

Our cloud-based software gives you the most advanced dialer solution for sales and lead generation teams. With an intuitive interface and award winning customer support, it’s easy to get agents onboarded and working productively.
Find out how you can
dramatically boost ROI
for your company.

Powerful and
Easy-To-Use

Our cloud-based software gives you the most advanced dialer solution for sales and lead generation teams. With an intuitive interface and award winning customer support, it’s easy to get agents onboarded and working productively.
Find out how you can
dramatically boost ROI
for your company.

Powerful and
Easy-To-Use

Our cloud-based software gives you the most advanced dialer solution for sales and lead generation teams. With an intuitive interface and award winning customer support, it’s easy to get agents onboarded and working productively.
Find out how you can dramatically
boost ROI for your company.

Lead Management Frequently Asked Questions

A lead is a consumer or business interested in your product or services. Generating those leads and attempting to turn them into a customer requires a lot of work, takes a wide variety of forms, and the entire process may unfold over days, weeks, months, or even years. Lead management is the maintenance of that entire process. These days, much of that process takes place with the help of a customer relationship management (CRM) software solution. CRM software helps automate workflows related to lead management so that organizations can more easily collect and manage customer data, all with the goal of delivering better experiences, closing more sales, and ensuring maximum retention.

Lead management software is a subset of CRM software that helps organizations maintain records of all their leads within one centralized database, move those leads between targeted campaigns, and manage various coordinated efforts to reach them over time.

Lead management is critical to optimizing your sales efforts and driving profitability. Leads are a big expense for any outbound call center. Without proper lead management, businesses risk being inefficient, wasting time with cumbersome manual processes, calling low-performing leads, or calling the right leads at all the right times. All of this adds up to lost sales and lower revenue. With software and automation supporting effective lead management, sales teams can stay on top of the leads that matter most, track performance, and drive maximum profitability.

Why Convoso?

White Glove Customer Care

Award winning support team to get the most out of the Convoso solution

More Connections

Boost contact rates by up to 3x through innovative technology

Avoiding Spam Likely

Fully manage caller ID reputation with a comprehensive set of tools and services

Profitability

Make more money with fewer leads

Reliability

Powerful and secure cloud-based solutions with maximized up-time

Powerful Reporting

Drive better outcomes and improve efficiency with real time and historical analytics

Why Convoso?

White Glove Customer Care

Award winning support team to get the most out of the
Convoso solution.

More Connections

Boost contact rates by up to 3x through innovative technology

Avoiding spam likely

Fully manage caller ID reputation with a comprehensive set of
tools and services.

Profitability

Make more money with fewer leads

Reliability

Powerful and secure cloud-based solutions with
maximized up-time

Powerful reporting

Drive better outcomes and improve efficiency with real time and historical analytics.

Why Convoso?

White Glove Customer Care

Award winning support team to get the most out of the
Convoso solution.

More Connections

Boost contact rates by up to 3x through innovative technology

Avoiding spam likely

Fully manage caller ID reputation with a comprehensive set of
tools and services.

Profitability

Make more money with fewer leads

Reliability

Powerful and secure cloud-based solutions with
maximized up-time

Powerful reporting

Drive better outcomes and improve efficiency with real time
and historical analytics.

Our Solutions

Our Solutions

Our Solutions

Learn how you can maximize both compliance and productivity in your call center.

Want more profit from your dialer?
See how with a live demo
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Have more questions?

Learn more about Convoso and our industry-leading contact center platform today.

Sign up for a demo of our product today, or call us for more information at: 1 (888) 512-2143

chat bubble-purple

Have more questions?

Learn more about Convoso and our industry-leading contact center platform today.

Sign up for a demo of our product today, or call us for more information at: 1 (888) 512-2143

chat bubble-purple

Have more questions?

Learn more about Convoso and our
industry-leading contact center platform today.

Sign up for a demo of our product today, or call us for more information at: 1 (888) 512-2143