Effortless Communication and Powerful Integration with Squaretalk & vTiger CRM
Squaretalk is a popular cloud contact center platform for sales-driven teams. Integrated with vTiger CRM, it turns every call into structured, actionable customer data.
Xirgosoft delivers a robust Squaretalk integration that synchronizes calls, agents and campaigns with vTiger CRM, so your sales floor runs from a single, reliable source of truth.
Squaretalk is a cloud contact center platform with features such as power dialing and call routing. Integrated with vTiger, it lets agents work through leads quickly while every interaction is captured in the CRM.
Running a Sales Floor From One Source of Truth
A contact-centre platform manages the calls; the CRM manages the customer. When they are not connected, managers see activity in one place and outcomes in another, and agents waste time reconciling the two. A tight Squaretalk and vTiger integration closes that gap.
We synchronise calls, agents and campaigns between the two systems. Agents start Squaretalk calls from vTiger records and list views, answered, missed and failed calls are logged with full details, and recordings are linked from the call record. Campaign lists built in vTiger with your own filters, such as lead source, country or status, can be called through the dialler, and the results flow back into each lead.
Dispositions are where the value compounds. When an agent marks a call as interested, no answer or call back, vTiger can update the lead status, schedule a callback task at the right time and start the right workflow, so nothing depends on memory. Incoming calls can be routed to the agent who owns the account, based on CRM ownership, which keeps relationships consistent.
Managers see productivity and conversion together: calls made, contact rates and talk time next to qualified leads and deals won, by agent, team, campaign and source. We configure teams, roles and reports separately where you run multiple desks, and test the whole flow with real campaigns before the floor goes live.
What We Deliver
Everything included in this service, from the first scoping call through to launch and support.
CRM-Based Dialing
Start Squaretalk calls directly from vTiger CRM records and list views.
Call Event Sync
Answered, missed and failed calls are logged with full details.
Recording Links
Listen to call recordings straight from the CRM timeline.
Lead Routing
Route incoming calls to the right agent based on CRM ownership.
Campaign Integration
Sync calling campaigns and dispositions between both platforms.
Team Dashboards
Compare agent productivity and conversion results in real time.
Key Benefits
What this means for your business once it is live.
Dial From the CRM
Start calls from records and list views.
Accurate Call Events
Answered, missed and failed calls are all logged.
Campaign Sync
Use CRM filters to build dialler lists and bring results back.
Disposition-Driven Automation
Outcomes update status and create callbacks.
Ownership-Based Routing
Inbound calls reach the right agent.
Productivity and Conversion Reporting
See activity and results side by side.
How It Works
Link Agents
Squaretalk agents are mapped to vTiger users and teams.
Push Leads to Dialing
Selected leads or lists can be prepared for calling from the CRM.
Sync Call Results
Dispositions, durations and recordings are written back to the CRM.
Optimize Campaigns
Reports compare contact rates and conversions by list and agent.
Real-World Use Cases
Power Dialing Campaigns
A campaign list built in vTiger is called by agents, and every result flows back into the lead record.
Callback Management
Leads asking for a callback get a scheduled task with the exact time and agent assigned.
Conversion Tracking
Managers see which lead sources and campaigns produce the most conversions.
Common Challenges We Solve
Results Not Reaching the CRM
Dispositions and call details write back to the lead automatically.
Poor List Quality
CRM filters ensure the dialler works only the leads you intend.
Missed Callbacks
Callback tasks are created with time and assigned agent.
Separate Reporting
Call and pipeline metrics appear in the same dashboards.
Why Choose Xirgosoft
- Higher contact rates with seamless dialing
- Accurate data for every lead and customer
- Smarter routing for faster resolutions
- Clear, real-time sales floor visibility
Technologies & Platforms
Who This Is For
- Sales-driven contact centres
- Teams running power-dialling campaigns
- Managers measuring conversion by source
- Companies with several teams or desks
- Businesses using Squaretalk with vTiger
What Is Included
- Squaretalk and vTiger mapping workshop
- Click-to-call and call event sync
- Campaign and list integration
- Disposition-based automation
- Team dashboards and reports
- Testing, training and support
Frequently Asked Questions
Can dispositions update lead status automatically?
Yes. Call outcomes such as "Interested" or "No Answer" can update the lead status and trigger workflows.
Are recordings accessible from the CRM?
Yes. Recording links are stored on the call record for authorized users.
Can we filter which leads are sent to the dialer?
Yes. You can use CRM filters such as source, country or status to build calling lists.
Does it support multiple teams?
Yes. Teams, roles and reports can be configured separately.
Can callbacks be scheduled automatically?
Yes. A callback disposition can create a task with the agreed time and assigned agent.
Can we run several campaigns at once?
Yes. Campaigns, lists and results are tracked separately.
How do inbound calls get routed?
Based on CRM ownership or rules you define, so the account owner receives the call where possible.
Can we measure results by lead source?
Yes. Call outcomes are linked to leads, so conversion can be reported by source.
Ready to power your sales floor with Squaretalk and vTiger?
Talk to our experts today for a free consultation and quote.