Unified Communication and Streamlined Efficiency with Coperato & vTiger CRM
Coperato powers high-volume call center operations, but its real value comes when call data flows straight into your CRM where your team manages leads and customers.
Xirgosoft integrates Coperato with vTiger CRM so dialing, call results and recordings are synchronized automatically, giving your agents and managers one connected workspace.
Coperato is widely used by sales and retention teams in trading, finance and iGaming. Integrating it with vTiger keeps telephony and customer data together, so agents spend their time talking to clients instead of switching between screens.
What We Deliver
Integrated Dialing
Launch Coperato calls directly from lead, contact and organization records.
Real-Time Call Sync
Call status, duration and outcome are written back to vTiger CRM instantly.
Recording Access
Play call recordings from within the CRM record for reviews and compliance.
Campaign Lists
Push CRM lead lists to Coperato campaigns for structured outbound calling.
Agent Mapping
Match Coperato agents to CRM users for accurate ownership and reporting.
Unified Reporting
Combine call metrics and CRM pipeline data in a single dashboard.
How It Works
Map Users & Extensions
Each CRM user is linked to their Coperato extension or agent account.
Dial from Records
Agents click a phone number in vTiger to place the call through Coperato.
Log Every Call
Call outcome, duration and recording link are attached to the customer timeline.
Monitor Performance
Dashboards show talk time, call volume and outcomes per agent and desk.
Real-World Use Cases
Retention Desk
Retention agents call clients straight from the account record, seeing deposits, notes and previous calls before they speak.
Fast Lead Response
New leads are assigned in the CRM and dialed immediately via Coperato, improving speed-to-lead.
Desk-Level Oversight
Desk managers compare agent activity and conversion from one CRM dashboard.
Why Choose Xirgosoft
- One workspace for calling and customer management
- Accurate, automatic call history on every record
- Faster lead follow-up for outbound campaigns
- Clear performance insights for call center managers
Our Process
- DiscoveryWe understand your business, workflows and goals.
- Planning & DesignWe define the solution, integrations and timeline.
- Build & IntegrateWe develop, configure, migrate data and test thoroughly.
- Launch & SupportWe go live, train your team and provide ongoing support.
Technologies & Platforms
Frequently Asked Questions
Does the integration work for multiple desks?
Yes. Users, roles and reports can be organized by desk, team or brand.
Will incoming calls be matched to clients?
Where the provider sends caller details, we match the number to existing leads or contacts and log the call there.
Can we hide client phone numbers from agents?
Yes. We can mask phone fields so agents dial with one click without seeing the full number.
How long does setup take?
It depends on your customizations. After a short discovery call we provide a clear scope and timeline.
Let's connect Coperato with your vTiger CRM.
Talk to our experts today for a free consultation and quote.