Copulo turns every call into completed work.
VoIP made business calling flexible. It did not make it productive. CallerIQ by Copulo brings customer context to every call before you say hello, and SyncConnect by Copulo writes the recording, transcript, sentiment, and summary back to your CRM on its own.
Works with the phone system you already run. No rip-and-replace.
- NetSapiens
- Microsoft Teams
- RingCentral
- Zoom Phone
- 8x8
- Dialpad
- ConnectWise
- Salesforce
- HubSpot
- Zendesk
- QuickBooks
- Microsoft 365
Caller intelligence, delivered before hello.
Every inbound call carries context your team already owns, scattered across a dozen systems. CallerIQ assembles it in the seconds between ring and answer.
Live caller context
The moment a call arrives, CallerIQ identifies the caller and pushes a rich context card to the answerer's screen before they pick up.
Role-shaped intelligence
Accounting sees invoices and AR. Support sees tickets and SLAs. Sales sees the open deal. Same caller, context composed for each role.
AI enrichment
Interaction summaries and customer-temperature signals surface how the relationship is trending, so your team answers prepared, not surprised.
Any phone system, any surface
Copulo renders the same intelligence to your web portal, desktop companion, or Microsoft Teams, on the phone system you already run.
Every call, written to your CRM automatically.
When the call ends, the work usually starts: log it, summarize it, remember how it went. SyncConnect does all of it for you. It pushes the recording, transcript, sentiment, and summary straight onto the customer record.
Every call captured
The full call recording is captured automatically and attached to the right contact. No manual upload, no lost audio.
Transcript and summary
Each call is transcribed and distilled into a concise AI summary: the gist and the action items, without replaying the recording.
Sentiment signals
Every call is scored for sentiment, so you can see how a relationship is trending across interactions, not just what was said.
Straight to your CRM
Recording, transcript, sentiment, and summary land on the contact or ticket in the tools your team already uses. Nobody logs a thing.
Product · Convene
Every conversation.
One portal.
Website chat, SMS and MMS, email and an AI assistant, answered from the NetSapiens portal your team already works in. Same login, same call queues, same agents.
- Routes like your queues. Round-robin, linear hunt or longest idle.
- An AI assistant that knows you. Answers first, hands off on cue.
- Live in about fifteen minutes. No second app or password.
Ingest. Identify. Compose. Return.
Four steps, executed in the seconds between the first ring and the answer.
Ingest
Copulo listens to call events from NetSapiens, Microsoft Teams, and a growing roster of phone systems.
Identify
The caller is matched against every connected source: CRM, ticketing, accounting, email, and call history.
Compose
A context payload is assembled and filtered by the answerer's role, so it carries only what that person needs.
Return
The card lands on whatever surface the answerer works in, whether that is the browser portal, the desktop app, or Teams, before hello.
What your team gets
Less typing. Better calls. A CRM people trust.
Faster answers
Agents know who they're talking to and what's open before they say a word.
Customers who feel known
Nobody likes repeating their name, their account and their problem three times.
Sales calls that start warm
Reps see open deals and recent history, so they pick up where the last conversation left off.
More selling time
Reps stop spending the end of the day typing up calls. The record writes itself.
Better service
Help desk agents see what was said last time, so customers stop repeating themselves.
A CRM people trust
Every conversation lands on the right record, not just the ones someone remembered to enter.
We do it all for you
Start with CallerIQ. Grow into SyncConnect.
CallerIQ tells your team what happened before the call. SyncConnect makes sure what happens on the call lands in the CRM, automatically. Keep the phone system you have. No rip and replace. No new hardware.
CallerIQ
Who's calling, what's open and recent history, pulled from the CRM you already pay for and shown before the conversation starts. In the portal, on the desktop, in Teams and on mobile.
SyncConnect
Takes the call recordings and summaries your phone system already creates and puts them on the right CRM record. No copy and paste. No "I'll log it later."
Every SyncConnect license includes CallerIQ. Upgrading replaces the CallerIQ license instead of adding to it, so nobody pays twice.
Questions we hear
The short answers.
Do we have to change phone systems?
No. CallerIQ and SyncConnect work with the platform you already use, including the recordings and summaries it already produces.
Which CRMs does it work with?
HubSpot, Salesforce, ConnectWise, Zendesk, Dynamics 365, Pipedrive, Zoho and more, with more added every week.
Where does my team see caller context?
In the NetSapiens portal, on the desktop, in Teams and on mobile, before the conversation starts.
Can we start small?
Yes. Start with CallerIQ. When you want every call in the CRM without anyone typing, upgrade to SyncConnect and CallerIQ comes with it.
Everything is a connection.
Phone systems in, business systems out. Every integration is a pluggable connection, and the roster grows every month.
Your brand. Our brains.
Built for MSPs and multi-tenant operators, with platform, reseller, tenant, and user scopes and strict isolation at every level.
Wholesale
Bundle it. Price it. Own the margin.
White label
Your logo. Your platform.
Enterprise
Mid-market to strategic.
Channel first
MSPs. ISPs. CLECs. VARs. Agents.
Dial any number on the web in one click.
Copulo Click to Dial finds phone numbers on any page and adds a small dial icon next to each one. Click it and the number is handed straight to your CallerIQ desktop app. No copying, no retyping, no switching windows.
- One click to dialFrom your CRM, a web directory, or an email, anywhere a number appears.
- No account, no setupInstall it and it just works with your CallerIQ desktop app.
- Private by designNo login, no tokens. The number goes only to your CallerIQ desktop app. Nothing is sent to Copulo.
Requires the CallerIQ desktop app to place calls. Listings pending store review.
Not an app. The answer.
Screen pops show you a name. Copulo shows you the relationship, composed live, shaped to the role, delivered anywhere.
No rip-and-replace
Copulo layers onto the phone system and business tools you already run.
Built for MSPs and multi-tenant operators
Platform, reseller, tenant, and user scopes with strict isolation at every level.
Real-time, not batch
Context is composed live per call and pushed over WebSockets in the ring window.
Powered by Copulo
Both products run on one multi-tenant integration platform, built for connecting communications and business data.
Enterprise-grade isolation, by design.
Copulo moves customer context between systems, so security is not a feature, it is the architecture.
Tenant isolation
Row-level security in the database enforces separation between every platform, reseller, and tenant scope.
Encryption at rest
Integration credentials are encrypted with AES-256 and scoped to the tenant that owns them.
Strong authentication
Argon2id password hashing and TOTP two-factor authentication protect every account.
Scoped governance
Admins control which connections each tenant may use. Least privilege, enforced at the platform level.
Leadership
Copulo was founded by telecom operators who spent decades watching great teams answer calls blind, and decided to fix it.
Jason Flanigan
Chief Executive OfficerLeads Copulo's vision of caller intelligence on every phone system, drawing on decades of experience building and operating business communications platforms.
LinkedIn
Chris Turcotte
Chief Revenue OfficerLeads Copulo's revenue and channel strategy, drawing on years in the North American channel to help manufacturers, service providers, resellers and their customers turn every call into recurring revenue.
LinkedIn
Sam Sklaroff
Chief Strategy OfficerDrives Copulo's go-to-market and partner strategy, connecting the platform to the MSPs and operators who deliver it to businesses everywhere.
LinkedInSee your callers in a whole new light.
Book a demo and watch Copulo compose live context for your own phone system and data.