Orum Features
Calling (5)
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Record Calls
Records calls for future reference.
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Generate Location
Generates an area code local to where the user is calling to increase likelihood of pick-up.
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Call Types
Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise.
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Click-to-Call
Gathers contacts from integrated tools, allowing users to call with one click.
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Auto Dialer
Has auto-dialing or predictive dialing functionality.
Contacts (4)
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Personalization
Retains a log of extraneous contact information such as timezone and contact engagement.
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Information Locater
Finds and opens saved contact information for reference at the time of a new call.
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Record Prospect Data
Allows users to denote which contacts they believe are prospective customers.
Contact Management
Manage, organize, and store contact information
Insights (6)
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Notes
Allows users to take notes during or after the call for future reference.
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Daily Summary
Delivers users a daily summary of activity.
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Automated Voicemails
Sends automated voicemails to prospective clients who fail to answer.
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Sorts Prospects
Organizes contacts based on probability of success.
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Automated Note Taking
Automatically transcribes and summarizes meeting discussions.
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Dialing Options (2)
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Preview Dialing
Presents information about the individual being called before the call begins.
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Progressive Dialing
Gives agents a predetermined amount of time to view call information before automatically calling. Similar to Preview Dialing.
Agent Tools (6)
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Whisper Coaching
Allows a supervisor to listen to a call and train in real time.
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Callback Scheduling
Reschedules calls within the software itself, either through a prompt or by the agent themselves.
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Call Recording
Records calls to access or evaluate at a later time to ensure quality standards are met, and pause recording of live calls if necessary.
Real-Time Data
Receive data and information in real time
Live Chat
Ability to chat online in real time
Call Scheduling
Schedule date and time for callbacks/follow-up calls or reminders
Automation (3)
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Voice Activity Detection
Decides response type by determining if voice is a human response or an answering machine.
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Interactive Voice Response (IVR)
Uses touch-tone or voice input to interact with callers, gather information, and route them to the appropriate agent or department.
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Call Scrubbing
Removes phone numbers from an uploaded list that appear on the National Do Not Call Registry.
Collaboration Tools (1)
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Availability Status
Allows users to set personal availability.
Office Customization (1)
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Personal Offices
Allows individual users to create personal offices within the virtual workspace.
Guest Tools (1)
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Guest Links
Provides links to allow users into the virtual workspace.
Agentic AI - Outbound Call Tracking (2)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Auto Dialer (4)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Cross-system Integration
Works across multiple software systems or databases
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Computer Telephony Integration
Computer-telephony integration is the use of computers to manage telephone calls
Agentic AI - Virtual Workspaces (1)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
AI Capabilities - Auto Dialer (7)
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Call Prioritization and List Optimization
Uses AI to prioritize and reorder call lists based on lead quality, past interactions and optimal call times.
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Compliance Monitoring
Uses AI to ensure call compliance with regulations like TCPA or GDPR by detecting violations and triggering alerts or restrictions.
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Speech Analytics and Sentiment Analysis
Uses AI to analyze call recordings for sentiment, tone and language to assess interaction quality and flag calls needing follow up or review.
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Text to Speech
Turns text into natural sounding speech
Additional Functionality (86)
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Activity Tracking
Track and document all activities across devices, networks, and other systems
Call Routing
Sends voice calls to a specific queue based on predetermined criteria
Call Scripting
Provide agents with a typical response for common call subject matter
Contact Management
Manage, organize, and store contact information
Power Dialer
System automatically dials the next number on the contact list after the previous call ends
Preview Dialer
System provides callee information to agent prior to the call to help determine whether or not to make the call
Auto-Dialer
System that automatically dials calls
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
Real-Time Reporting
Active reporting of data and metrics
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Predictive Dialer
System calls multiple numbers at once and connects the agent to the first number that answers
Call Center Management
Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.
Integrations Management
Identify which applications need to exchange data and enable these data connections
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Automatic Call Distribution
Distribute/route/connect calls
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Interaction Tracking
Track interaction history by documenting conversations for contacts
Caller ID
Identify the number and contact information of a caller before answering the phone
Call Transfer
Transfers live calls to other agents
Call Disposition
Track and report on call outcomes
Voice Mail
Computer-based system that allows users to send and receive voice messages
Chat/Messaging
Communicate using direct chat or messages within the system
Automatic Outbound Dialer
Dials outbound calls automatically
Call Reporting
Track and report on all incoming and outgoing calls
API
Application programming interface that allows for integration with other systems/databases
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Lead Capture
Automatically identify and save contact information of potential customers
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Call List Management
Manage and track all past and future calls.
Progressive Dialer
Type of outbound calling system that automatically dials a list of phone numbers and connects agents with answered calls
Campaign Specific Caller ID
Control the name and number that appears on outbound caller ID
List Management
Manage contacts across multiple mailing lists
Customizable Fields
Customize data fields to support various needs and use cases
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Multi-Campaign
Manage multiple campaigns in one system
Workflow Management
Create, design and manage workflows for repetitive tasks
Call Logging
Collects essential call data such as call origin, call destination, call length, and other transaction details
Lead Distribution
Route and distribute your leads to third party buyers
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Inbound Call Center
A call center that primarily receives calls, typically customer service focused
For Sales Teams/Organizations
Caters to sales teams
Data Security
Protect sensitive data for digital privacy
Outbound Call Center
A call center that primarily makes calls, typically sales focused
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Mobile Access
Access software remotely via mobile devices
Email Management
Manage, store and organize emails within the system or via third-party apps
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Recommendations
Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement
Lead Distribution
Route and distribute your leads to third party buyers
Workflow Management
Create, design and manage workflows for repetitive tasks
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Email Management
Manage, store and organize emails within the system or via third-party apps
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Activity Tracking
Track and document all activities across devices, networks, and other systems
Email Templates
Pre-made examples and templates for emails
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Customizable Fields
Customize data fields to support various needs and use cases
Sales Pipeline Management
Pipeline view and tracking lead status
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Automatic Call Distribution
Distribute/route/connect calls
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
Lead Capture
Automatically identify and save contact information of potential customers
Deal Management
Defines specific deal parameters to negotiate and secure deals
Call List Management
Manage and track all past and future calls.
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Call Recording
Record the audio of phone conversations for quality assurance purposes
For Contact Centers
Designed for contact centers.
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Data Management
Ability to handle large datasets
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Chat/Messaging
Communicate using direct chat or messages within the system
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
API
Application programming interface that allows for integration with other systems/databases
Task Management
Create, manage and track all task activities and progression
Interaction Tracking
Track interaction history by documenting conversations for contacts
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns


