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Convi CRM integration and automation

Convi is an AI-powered conversation intelligence platform built for sales teams.

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What we connect Convi toWe integrate and automate Convi alongside Klazify, Switchboard, Textgain, Sekoia, Pinecone: Load, MISP and hundreds of other systems.osher.com.auConviintegrated & automatedKlazifySwitchboardTextgainSekoiaPinecone: LoadMISP
Convi

What you can automate with Convi

Convi is an AI-powered conversation intelligence platform built for sales teams. It records, transcribes, and analyses sales calls to give managers and reps actionable insights about what works and what does not in customer conversations. Instead of relying on reps to self-report how calls went, Convi provides objective data: talk-to-listen ratios, keyword usage, sentiment shifts, objection handling, and adherence to sales methodology. The problem Convi addresses is that most sales managers have no visibility into what actually happens on calls. They rely on CRM notes (often incomplete) and win/loss reports (too late to fix anything). Convi gives them the ability to review real conversations, identify coaching opportunities, and spot patterns across the entire team without sitting in on every call. Key features include: Automatic call recording and transcription for sales conversations AI-powered analysis of talk-to-listen ratios, keywords, and objection handling Sentiment analysis tracking customer engagement throughout each call Customisable scorecards for evaluating calls against your sales methodology Deal intelligence with risk indicators based on conversation patterns CRM integration for automatic call logging and note attachment Team performance dashboards comparing reps and tracking improvement Convi is used by B2B sales teams, call centres, and any revenue organisation that wants to improve win rates through better conversations. At Osher Digital, our sales automation team integrates Convi with CRM platforms and coaching tools, so call insights feed directly into deal records, manager dashboards, and training workflows without reps doing extra admin.

Convi FAQs

Frequently Asked Questions

Common questions about how Convi consultants can help with integration and implementation

Convi analyses multiple dimensions of each call: how much the rep talked versus listened, which questions they asked, how they handled objections, what competitors were mentioned, and how customer sentiment changed during the conversation. These metrics are scored against configurable benchmarks so managers can identify specific areas where each rep needs coaching.

You define scorecard criteria based on your sales methodology. For example, you might require reps to ask a discovery question in the first two minutes, mention a specific value proposition, and confirm next steps before ending the call. Convi checks each recorded call against these criteria and generates a score. This makes call reviews consistent and scalable across the team.

Yes. Convi integrates with major CRM platforms to automatically log call recordings, transcripts, and AI-generated summaries against the relevant deal or contact record. Our integration team can configure the data flow so managers see conversation intelligence directly within their CRM workflow rather than switching between tools.

Convi identifies coaching moments automatically. If a rep consistently talks more than they listen, struggles with a particular objection type, or fails to ask qualifying questions, Convi flags it. Managers can then review the specific call segments where issues occurred, share annotated clips with the rep, and track improvement over time.

While Convi is designed primarily for sales conversations, the analysis capabilities (sentiment tracking, keyword detection, call scoring) can apply to customer support and account management calls as well. The main requirement is that the conversations are recorded and the evaluation criteria are relevant to your support team's quality standards.

Call recording regulations vary by jurisdiction. In Australia, you generally need to inform the other party that the call is being recorded. Convi provides options for recording notifications and consent management. Review your legal obligations and configure Convi's recording announcements accordingly before deployment.

How it works

Implementing Convi

Step 1

Process Audit

We review your sales team's call workflow: how calls are made (desk phone, VoIP, video), how outcomes are recorded in CRM, what coaching practices exist, and where visibility gaps make it hard for managers to understand team performance. We document current call volumes, win rates, and any existing quality metrics.

Step 2

Identify Automation Opportunities

From the audit, we identify where Convi adds the most value. Common opportunities include replacing manual call reviews with AI scoring, automating CRM note entry after calls, generating weekly coaching reports for managers, and flagging at-risk deals based on conversation sentiment patterns.

Step 3

Design Workflows

We design the Convi deployment: which calls to record, scorecard criteria aligned to your sales methodology, CRM integration for automatic logging, and coaching workflow for managers. We define alert triggers for at-risk deals and configure the team performance dashboard views for different management levels.

Step 4

Implementation

We set up Convi's recording integrations with your phone or video platform, configure scorecards and analysis parameters, connect to your CRM for automatic call logging, and build manager dashboards. We establish recording consent workflows and train managers on using call analytics for coaching conversations.

Step 5

Quality Assurance Review

We verify recording quality across all call types, check that AI analysis accurately scores calls against your methodology, and confirm CRM integration logs data to the correct deal records. We test alert triggers, review dashboard accuracy, and validate that the coaching workflow functions as designed.

Step 6

Support and Maintenance

After launch, we review scorecard effectiveness monthly, adjusting criteria as your sales methodology evolves. We monitor integration reliability, update CRM mappings as your pipeline stages change, and provide quarterly reports on team performance trends, coaching engagement, and correlation between call scores and deal outcomes.

Works well with Convi

Other tools we connect and automate alongside Convi.

KlazifySwitchboardTextgainSekoiaPinecone: LoadMISP

Convi work usually lands in system integrations, AI agent development or n8n consulting.

Get in touch

Ready to automate Convi?

Tell us what you want Convi to talk to and we’ll map out the build, the cost and the payback.

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