Operations
Change How Calls Work, Without Raising a Ticket.Call center management software that puts flows, rules and access in your hands.
Draw what happens when a number rings, test it with a pretend caller, and publish it yourself. Calling rules run before anything is dialed, people see only the records they should, and every change keeps who made it and what it said before.
- Test calls before publishing
- One-click rollback
- Every change on record
How a call moves through it
- Draw the call flowHours, menus, checks and queues
- Run a test callA pretend caller walks every step
- Publish a versionNumbered, so going back is one click
- Calls follow itFrom the very next call
- Changes on recordWho changed what, and when
What Goes Wrong Today, and What Changes.
Today
Every change to the phones is a ticket that comes back in a week, slightly wrong.
With Adoptiv
Draw the call flow yourself, walk a test call through it, and publish. Rolling back is choosing the last version.
Call flow builderToday
Who may be called, and when, lives in a spreadsheet and three people’s heads.
With Adoptiv
The Do Not Call check is a step you place, and it runs before anything is dialed, beside your hours and lists.
Compliance screeningToday
Everyone can see everything, so one leaver walks out with the whole database.
With Adoptiv
Where someone sits decides whose records they open: their own, their team’s or all. What they may do is set separately.
Roles and permissionsToday
Nobody can say who changed that field, or why a call was blocked.
With Adoptiv
Every edit keeps the old value, the new one and who made it. Blocked calls are saved with the check that stopped them.
Activities timelineOwn the Setup in Three Steps.
Set the Hours and Numbers
Write your week and holidays once. Buy numbers and point each one at a call flow.
Draw and Test the Flows
Lay out menus, checks and queues, then watch a test call walk the path before you publish.
Set Who Sees What
Draw your team structure, give each role its permissions, and let the history record every change.
Call Center Management Software for Whoever Owns the Phones.
Call center management software is how one person runs the phones: the numbers, the call flows, the hours, the queues, the calling rules and who can see what. In Adoptiv that person makes the changes, with no code, no vendor and no two-week wait.
The call flow builder is a canvas of 39 kinds of step and 15 starting templates. Lay out your call routing rules, walk a pretend caller through them, then publish. Each publish is a numbered version, so a change you regret is one click back. Business hours routing is written once, holidays included, and every flow, queue and campaign reads the same schedule.
Rules become settings. The Do Not Call check is a step you place, and it runs before anything is dialed. The TCPA command center holds calling hours by state for all 50 states and DC, and you can set tighter hours per campaign on top.
Contact center administration also means access. Roles and permissions give you role-based access control: where someone sits decides whose records they see, and their profile decides what they may do, down to whole sections of a record. Every field edit keeps the old value, the new one and who made it, so the audit trail is already written when somebody asks.
Call Center Management Software You Run Yourself.
For the Person Who Owns the Numbers and the Rules.
Owning Your Phones vs Raising a Ticket.
| What | A vendor-managed phone system | With Adoptiv |
|---|---|---|
| Changing a menu or route | A vendor-managed phone system: A ticket and a week | With Adoptiv: Drawn, tested and published by you |
| Undoing a change | A vendor-managed phone system: Another ticket | With Adoptiv: Pick the previous version |
| Calling rules | A vendor-managed phone system: A spreadsheet and a wall chart | With Adoptiv: Steps that run before anything is dialed |
| Who sees what | A vendor-managed phone system: Everyone sees everything | With Adoptiv: Set by role, down to sections of a record |
| Who changed what | A vendor-managed phone system: Nobody knows | With Adoptiv: Kept on every record, with old and new values |
Your Questions, Answered.
What is call center management software?
The tools for running the phones: numbers, call flows, hours, queues, calling rules and who can see what. In Adoptiv you change them yourself, with no code and no ticket.
Can I change call routing without IT?
Yes. Call flows are drawn on a canvas from 39 kinds of step, or from 15 ready-made templates. Walk a test call through, then publish it to any number.
What happens if a change goes wrong?
Every publish is a numbered version. Calls already in progress finish on the version they started on, and rolling back is choosing the previous one.
Can I limit what each person sees?
Yes. Set whether someone sees their own records, their team’s or everything, and control what they may create, edit, delete, export or import.
Is there an audit trail?
Yes. Field edits keep the old and new value, the person and the time. Blocked calls are saved on the contact with the check that blocked them.
How are calling hours by state handled?
The TCPA command center holds calling windows for all 50 states and DC, and you can set tighter hours per campaign on top. This is general information, not legal advice; check your campaigns with your own counsel.
Can one call flow serve several numbers?
Yes. Several numbers can point at one flow, and one flow can hand calls to another, so a shared greeting is written once.
Can CRM rules run without anyone pressing a button?
Yes. Rules fire on a stage change, a field update, a new record, a reassignment, a date or inactivity, then send mail, assign an owner, raise a task, set a field or move a deal.
Can I add our own fields?
Yes. Add custom fields of 11 types to leads, deals, products and vendors, with no migration and nobody to wait on.
Still have a question? A real person replies in under 60 seconds in US business hours. Talk to our team →
14-day free trial
Rebuild Your Worst Call Flow Yourself.
Start a free trial, draw the flow, and run a test call through it before anyone real hears it. Free for 14 days, no credit card.
14-day trial · no card · migration included