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Leverate Call Center Software

Smarter sales calls built into Leverate

Voiso’s integration with Leverate adds powerful calling tools to your brokerage. Call, log, and manage client interactions — all from within the CRM.

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Why Voiso & Leverate?
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Call from any lead or client profile
Initiate calls directly from Leverate with a single click. No need to dial manually or switch between systems.
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Automate call logging
Every inbound and outbound call is automatically recorded in the client profile with duration, notes, and call recordings.
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Know who’s calling — instantly
Caller details and history appear in real time through screen pop-ups, giving agents the full picture before picking up.
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Track every interaction
From first contact to conversion, Voiso ensures all calls, notes, and recordings stay linked to the correct lead or account in Leverate.
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Route calls strategically
Build custom call flows using Voiso’s visual Flow Builder. Route clients based on broker availability, lead status, or region.
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All the tools brokers need
Use call hold, transfer, record, consult, and even send follow-up SMS — all from a single panel embedded within Leverate.

What you can do with Voiso & Leverate

Call directly from Leverate

Voiso embeds a complete contact center experience inside your Leverate CRM. Brokers can place and receive calls directly from client profiles — no dialing, no switching between tools.

This keeps every conversation tightly connected to client data, helping your team act faster, stay focused, and reduce friction at every stage of the sales cycle.

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Automatic call logging

As soon as a call ends, Voiso syncs the outcome with Leverate CRM. Call duration, notes, agent name, disposition, and even the recording — all instantly added to the correct lead or account.

No more chasing missing data or asking agents to update records manually. With full histories in place, your team gains transparency, traceability, and better control over the client lifecycle.

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Smarter sales campaigns with AI

Launch outbound campaigns using Voiso’s predictive dialer, powered by your Leverate CRM lead lists. Auto-dial leads, skip answering machines, and get more live conversations per hour.

Layer in AI tools like call summaries and sentiment scoring to help team leads track quality and coach effectively, all while maintaining full compliance and performance visibility.

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Voiso x Leverate Integration
What's included?
WebRTC Softphone
Enable agents to handle inbound and outbound calls via their browser.
Auto Dialer
Utilize CRM contact lists in Progessive or AI Predictive Dialer campaigns.
AI AMD
Use Answering Machine Detection (AMD) to skip machine-answered calls.
Local Caller ID
Display local numbers to CRM contacts for 5x higher answer rates.
Contact Screen Pop
Present agents with a customer's profile and history during a call.
AI Conversation Scoring
Benefit from 1-5 call scoring in your CRM's customer interaction history.
AI Call Summaries
Generate concise call recaps in your CRM's customer interaction history.
Call Logging
Capture details in your CRM and access extensive insights in Voiso's CDR.
Agent Notes
Sync notes from the softphone in your CRM's customer interaction history.
Number Masking
Choose to hide contact phone numbers from agents on Voiso's softphone.
Pricing
Prices and features suitable for all sizes
Whether you are an enterprize or a medium-sized business, we've built a flexible platform that scales with you while providing a fair pricing based on your needs.
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FAQs on Voiso x Leverate integration

How does Voiso integrate with Leverate?

Voiso connects directly with Leverate CRM via API, enabling click-to-call, automatic call logging, and real-time screen pop-ups — all embedded inside the CRM interface. No additional tools or browser extensions are needed.

What gets automatically logged in Leverate CRM after a call?

Voiso logs call details including call type, duration, outcome, agent notes, and a link to the call recording. Everything is saved directly in the corresponding lead or client profile for full visibility.

Can I run outbound sales campaigns from Leverate CRM?

Yes. Voiso allows you to launch AI-powered outbound campaigns using your lead lists in Leverate CRM. You can automate dialing, track performance, and boost conversions — all while staying compliant.

Will my brokers still use the Voiso Agent Panel?

Yes, but it’s embedded directly in Leverate CRM. Brokers can make calls, transfer, hold, record, and send SMS — all within the CRM workspace, without needing to toggle between tools.

Is the integration secure and compliant?

Absolutely. Voiso supports secure call recording, PCI DSS and GDPR compliance, and advanced access controls — ensuring your brokerage operations stay protected and audit-ready.