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Leverate and CommPeak Integration

Reaching a lead shouldn't mean leaving Leverate. CommPeak brings direct calling right into the workspace, turning your CRM into a high-efficiency engine for the entire floor.

Works with
CommPeak DialerCloud PBX
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platform integration

About Leverate

Built specifically for brokers, Leverate combines trading technology with a custom CRM that puts account management and client activity on the same screen.

CommPeak Dialer agent list beside a connected Leverate CRM showing active contacts and call activity
collaboration

CommPeak and Leverate Together

Bring CommPeak's dialing capabilities directly into Leverate's daily workflow.

  • Call straight from Leverate.Connect directly from the contact record open on the screen.

  • Save time on post-call admin.Transcripts and call activity are captured automatically.

  • Both systems stay in sync.An update on one end shows up on the other.

  • Walk into calls informed.Agents get the context they need to hit the ground running.

Leverate queries

Frequently Asked Questions

The integration allows you to use advanced telephony features within the Leverate platform, enhancing communication and productivity.

Key capabilities include Click2Call Link, Click2Call Predefined, Dialer Adapter, and SMS capabilities via Zapier or MAKE.

It offers effortless integration, enhanced communication tools, and increased efficiency by automating tasks and synchronizing data.

Specify your IP ACL, Customer, and PBX for Click2Call Link, or use pre-defined setups for other features. Integrate SMS via Zapier or MAKE.

Expect elevated communication capabilities, streamlined workflows, enhanced productivity, and exceptional customer experiences.

Leverate?Ready to Connect

You already work in Leverate. Now they call from it.

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