# Page 7 | Convoso Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 7 - Is Convoso the right Call Center solution for you? Explore 386 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/76768/Cloud-Predictive-Dialer/reviews

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Convoso

4.5 (386)

[View alternatives](https://www.capterra.com/p/76768/Cloud-Predictive-Dialer/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Page 7 - Reviews of Convoso

## Showing most helpful reviews

Showing 151-175 of 386 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

NL

Nick L.  
Operations Manager  
Marketing and Advertising  
Used the software for: 1-2 years

### "A good entry level dialer"

January 3, 2022

4.0

Pros

Scripting is very straight forward and easy to use. Campaigns are easy to create and manage. Agent management is simple with a straightforward dashboard.

Cons

Customer help is a work in progress. For significant technical issues (which still happen too often), finding the right resource to provide support is a challenge. More complex configurations in Convoso are either limited or not possible. For example, setting up agent skills, while doable, is not feasible in the Convoso interface which requires several navigations through different web pages to make adjustments to each individual agent. This makes updates nearly impossible at scale. The team has a lot of work ahead in their roadmap to advance their capabilities to the level of some of their more expensive competitors.

Review Source

KA

Kyle A.  
Senior Director of Operations  
Marketing and Advertising  
Used the software for: 2+ years

### "Best-in-class Call Center Dialer"

August 22, 2022

5.0

Overall, Convoso has helped our call center scale from 40 to 100+ fully remote agents over the 2+ years we have been on the platform. They have a team dedicated to driving your success, and have helped us improve in all dialing KPIs from our previous dialer.

Pros

Convoso provides an industry leading, all in one platform for both Outbound and Inbound Call Centers. Their main strengths and value props are in: Outbound dialing capabilities, granular and custom reporting, DID management, API capabilities, and more.

Cons

The agent-facing dashboard could use further advancement, including more extensive gamification.

Alternatives considered

[Five9](https://www.capterra.com/p/132405/Five9/)

Reason for choosing Convoso

Convoso offered the best package of outbound dialing capabilities, as well as extensive reporting.

Review Source

JC

Jason C.  
Health Insurance Agent  
Insurance  
Used the software for: 6-12 months

### "Health Insurance Agent and Convoso"

April 28, 2023

5.0

Convoso is more reliable

Pros

Convoso does a great job or filtering out spam calls and ensuring that our systems are up and running.

Cons

I wish there was an infinit lead search, and I wish that the lead telephone number was formatted as (123) 456-789, instead of 123456789.

Switched from

[Chase Software](https://www.capterra.com/p/206180/Chase-Software/)

Chase was proving to be unreliable

Review Source

CB

Chris B.  
Principal  
Marketing and Advertising  
Used the software for: 6-12 months

### "OK dialer with lots of issues"

March 8, 2023

3.0

Convoso is an ok dialer with a high price tag and a litany of issues that have plagued our call center. Despite their supposed "highest level support", we've encountered problem after problem. The dialer is decent for setting up drip campaigns and workflow automation, and you'll like it if UI is very important to you, but for us it lacks important features such as a true speed to lead report and the ability to block calls from specific states. Additionally, when issues arise that significantly impact your call center's operations, they won't credit you for the impacted minutes and usage, despite charging you full price. Some of the issues we've experienced include the system intermittently stopping dialing, agents getting stuck in the GUI for months, having to manually log out and log back in, call degradation so severe that agents couldn't make calls, random call centers appearing in our agents' headsets, the dialer being down entirely, and more. While the Convoso team is adept at apologizing, we would advise anyone considering this dialer to have low expectations and prepare for a steady stream of problems. We currently operate with roughly 60 agents on the platform and these issues have prompted us to hold off on moving the bulk of our employees to the platform and has us rethinking our dialer choice.

Pros

\+ Nice UI and design + Easy to navigate

Cons

\+ Constant issues and bugs one after the next + You're locked into their ecosystem and overpay for DIDs and DID management + Above average cost for the platform as a whole

Review Source

OL

Orville L.  
Life and Sales Insurance Agent  
Insurance  
Used the software for: Less than 6 months

### "Overall satisfied but needs minor improvement."

April 28, 2023

4.0

Overall it has been a great experience.

Pros

Easy to pull up information for my customers. Easy to make, transfers, and conference calls. Overall the features are user friendly.

Cons

The call backs that I set up for the day, if I don't get to it in time, that call back would be removed that same day, and I have to search through my call history to find that person again. The system should allow you to hold on to your call backs for at least 2 to 3 days, instead of removing it later that same day if I don't get the chance to call or disposition the call.

Switched from

[Chase CMMS](https://www.capterra.com/p/126886/Chase-CMMS/)

I was experiencing too many cliches that I did not experience with Convoso.

Review Source

MP

Michael P.  
Inside Sales Manager  
Renewables & Environment  
Used the software for: 2+ years

### "Convoso is our beating heart"

April 28, 2023

5.0

I have been impressed and quite satisfied with all Convoso has to offer.

Pros

Ease of use and feature rich! We love all it has to offer.

Cons

The only thing I could ask for is AI, but then I wouldn’t need my employees we love!!!

Review Source

JS

Jacob S.  
Financial Analyst  
Real Estate  
Used the software for: 6-12 months

### "Amazing product"

April 27, 2023

5.0

Overall it is a great experience with extremely helpful staff and an easy to use system.

Pros

Convoso makes integration with salesforce easy and allows for real-time reporting on our top performing callers.

Cons

None, Convoso does exactly what we need it to and more. With call recording we can train our less successful sales members and level up the entire team

Review Source

RL

Ron L.  
Divisional Sales Leader  
Insurance  
Used the software for: Less than 6 months

### "Most amazing CRM on the planet"

August 16, 2022

5.0

Where do I start? My onboarding experience was amazing and super enjoyable. \[SENSITIVE CONTENT\] and \[SENSITIVE CONTENT\] were incredible. My onboarding process took about 3 weeks and it was a bit fast tracked since I needed to leave Vanilla Soft by a certain date and they jumped through hoops and bent over backwards to make sure I was ready. On our Whatsapp chat, I was able to ask any question I had and they were very responsive and made the educating process for me very smooth and simple. I have learned so much about the Convoso platform and with their help, assistance and training, I’ve fallen in love with this CRM and it’s easily the best CRM I’ve ever used and I’ve used many of them including Velocify, Salesforce, Vanilla Soft, iSalesCRM, Xencall and a few others. I have learned so much due to their help and many others in the help department and I’m super grateful. I have lot more to learn and love digging into the admin platform and can’t wait to learn more. \[SENSITIVE CONTENT\] and \[SENSITIVE CONTENT\] are head and shoulders above the rest and should be models to learn from in the onboarding process. Love you all and thank you very much. P.S. \[SENSITIVE CONTENT\] was pretty awesome too.

Pros

Customizable and easy to use for the admin and user.

Cons

That I didn't find it years ago. Where have you been my whole life?

Reason for choosing Convoso

The performance, the results, Stir Shaken and their Attestation is the best of the best.

Review Source

OM

Oscar M.  
Analista IT  
Information Technology and Services  
Used the software for: 2+ years

### "Revicion de Convoso"

August 28, 2023

5.0

Pros

Lo que me gusta de Convoso es lo eficiente que es en comparación con otros sistemas de software que probamos en ese momento.

Cons

Lo que más no me gusta es que el guión a veces se retrasa.

Review Source

HD

Hoang D.  
Technology Consultant  
Marketing and Advertising  
Used the software for: 2+ years

### "Convoso is a fantastic system"

September 14, 2021

5.0

Working with Convoso over the past several years have definitely made managing call centers much more simplistic. Data is at your fingertips, with plenty of tools and automations at your disposal!

Pros

The best part of the software is the ease to move and manipulate the data to help drive performance!

Cons

Agent licenses are not dynamic (not based on concurrent users)

Switched from

[Ytel](https://www.capterra.com/p/123451/X5-Cloud-Contact-Center/)[Five9](https://www.capterra.com/p/132405/Five9/)[CallTools](https://www.capterra.com/p/149510/Call-Center-Software/)[Velocify](https://www.capterra.com/p/129463/Velocify/)

Convoso provided a better platform that clearly showed a better contact/connect rate with the consumer. You can't convert a customer if you don't get a hold of them first!

Review Source

CS

Courtney S.  
Director of IT  
Insurance  
Used the software for: 2+ years

### "Convoso for Call Centers"

December 12, 2022

5.0

Overall Convoso gives better results than other systems in the same price range.

Pros

Works in Chrome on MAC and PC! Low overhead as there is no application to install.

Cons

Getting a script to play for the users is complicated if there is a large amount of data to be collected from the client.

Review Source

VR

Verified Reviewer  
Call Center Agent  
Insurance  
Used the software for: 6-12 months

### "Good Remote Call Center Platform"

May 1, 2023

4.0

My overall experience with Convoso has been good.

Pros

I like that you can redisposition a lead if you accidentally selected the wrong disposition.

Cons

I disliked the connectivity issues and how the auto dialer some times answers the person that you are calling quite late leaving them frustrated saying "Why didn't you say hello when I answered? I said hello about 3-4 times!"

Review Source

SO

Sheena O.  
Operations Assistant  
Financial Services  
Used the software for: 2+ years

### "Financial Contact Center B2C and B2B"

April 28, 2023

3.0

Overall the experience is okay. There are several times within the day and week that I am automatically logged-out even if I am using Google Chrome and every day I clear the cache and even if there is no problem with the internet.

Pros

What I like about the system is that It is easy to do a 3-way call with my clients and the creditors.

Cons

The call recordings are only available to download within 3 months, after which, the files are no longer available to download. It will be helpful if Convoso can send a weekly or monthly Dump file of all the recorded calls to the company.If there is also a way to extract all the saved numbers and contact names as csv file. It will also be helpful.

Review Source

AR

Arash R.  
General Manager  
Marketing and Advertising  
Used the software for: 2+ years

### "Awesome platform and friendly staff"

April 27, 2023

5.0

The platform itself is great and they've updated it a lot since we started using it. The reporting is nice but the set up process is a bit wonky. Scam likely caller ID's is another issue but I don't think that's the companies fault.

Pros

Support is almost always available via phone and the platform is easy to use / train on

Cons

The backend of the platform and a lot of the frontend seems outdated and could use a facelift. While it took a while to learn how to use it, it's become second nature but still could be easier to use

Review Source

EM

Erle M.  
Business Manager  
Telecommunications  
Used the software for: 2+ years

### "Friendly and very approachable team"

June 30, 2023

5.0

We've tried many different phone systems in the past, but no one has ever beaten convoso's support team and the system functionalities.

Pros

I like their team, They will extend their efforts just to make sure the satisfaction of a customer is met.

Cons

Like all systems and programs, I've experienced a minor bug or glitch when we were using this. It won't affect the overall performance.

Review Source

SO

Samantha O.  
Sales  
Medical Devices  
Used the software for: 2+ years

### "One Health Direct employee"

May 18, 2023

4.0

I have been using convoso in this company for several years and we seem to like it as a company.

Pros

I like the automatic dialer and the easy to use system of it.

Cons

I dont like that the script can be slow

Review Source

GS

Gary S.  
PSR AGENT  
Insurance  
Used the software for: 1-2 years

### "I would highly recommend"

April 28, 2023

5.0

It has really helped the Business profit in a big way. So easy to navigate, easy to learn. And by far the best dialer system I have used from the rest.

Pros

Contact information, Disposition of calls, sound and quality, features such as breaks, training. Very easy to use and navigate.

Cons

I like it all. I haven't found any cons. Overall it's been a great experience.

Review Source

DA

Diego A.  
Technical operation manager  
Consumer Services  
Used the software for: Less than 6 months

### "Convoso is a good option for small and medium business"

January 2, 2024

5.0

It has been an excellent experience, it's functional and has a lot of options.

Pros

The customer service, they're always there in case I need them.

Cons

Could be sometimes a little bit challenging if you're not a tech savvy person

Reason for choosing Convoso

Definitely the customer service, that's the main reason why we selected convoso.

Switched from

[VICIdial](https://www.capterra.com/p/135842/VICIdial/)

More options, customer service and easy to use.

Review Source

Response from Convoso

January 7, 2024

Thanks for sharing your experience with Convoso, Diego. We love hearing about how our solution and customer support help teams to be more effective and companies to grow.

BS

Brian S.  
Director of Call Centers  
Construction  
Used the software for: 1-2 years

### "Convoso Review"

December 9, 2023

5.0

Very positive. I love this dialer and it's capabilities.

Pros

Speed to Lead, highly configurable, reporting, great support team

Cons

Needs to be fully integrated with SaleSforce

Reason for choosing Convoso

Speed to Lead, month to month payment (no long contract)

Review Source

Response from Convoso

January 8, 2024

Thanks for the shoutout Brian! Reaching leads quickly and streamlining processes is essential for folks growing their businesses in home services. We're thrilled to learn our solution is helping you and your call center teams to reach more leads faster and deliver strong results.

SC

Sebastian C.  
Lending Broker  
Financial Services  
Used the software for: 2+ years

### "Convoso Review"

April 28, 2023

5.0

Pros

One of the things that I like most about Convoso is its automated dialing feature. It saves me a lot of time by dialing numbers automatically, and I can focus on talking to potential clients. The platform also has a powerful lead management system that allows me to keep track of all my leads in one place. I can easily sort, filter, and prioritize my leads based on their level of interest and urgency.

Cons

occasional technical glitches, although the support team has been prompt and helpful in addressing these issues.

Review Source

DW

Daniel W.  
Workups Case Manager  
Legal Services  
Used the software for: 6-12 months

### "Convoso is Helpful and Great for a Growing Business"

May 15, 2023

4.0

Pros

Easy to use, and it is very flexible to change with how our business is always growing and changing over the past year that I've been apart of this company.

Cons

Some lead management can be hard to organize or change immediately when going from one type of tort to the other, or when a certain campaign ends it can be hard to get rid of those leads...

Review Source

aE

alejandro E.  
Sales associate manager  
Financial Services  
Used the software for: 2+ years

### "Call center usage"

May 3, 2023

5.0

Great experience

Pros

the features i like the most was having access to multiple agent/admin reports

Cons

recordings take several minutes to load.

Switched from

[Five9](https://www.capterra.com/p/132405/Five9/)

Leads-con

Review Source

BT

Brendan T.  
Training And Development Coordinator  
Computer Software  
Used the software for: 1-2 years

### "Convoso Agent Review"

May 15, 2023

4.0

On average per month, convoso works well for most of the days - maybe 2-4 days per month there are connection issues or system issues

Pros

assigning campaigns , skills levels, and other user functions is easy and quick

Cons

forced pauses interface is glitchy sometimes bad weather dramatically affects connectivity (negatively) System issue errors and calls dropping mid-call

Review Source

cS

chris S.  
agent  
Insurance  
Used the software for: 1-2 years

### "Chris Saporito review "

April 28, 2023

2.0

would prefer something with higher quality

Pros

the ability to change some options on incoming info. but its still a pain and looks dated

Cons

Call quality goes in and out even with full fiber connections. looks dated

Review Source

NM

Nicole M.  
Health Insurance Agent  
Insurance  
Used the software for: 6-12 months

### "Great for Insurance"

April 28, 2023

5.0

I have been using convoso for almost a year and have had a really good experience with it so far. I can keep track of sales and clients, as well as callbacks

Pros

I love that I can keep track of my sales, and see what type of calls I am getting. I like that my clients can reach me over the system and leave voicemails. I need as much communication as possible during the day and I get it with this system. I love the personal callback feature as well.

Cons

Getting booted if you accidentally X out of it instead of log out.

Review Source

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