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Twilio + Coeffection

Make and receive phone calls, send SMS messages, and manage voice communications directly from your CRM.

Click-to-callSMS messagingCall recordingVoicemail

Everything you get with Twilio

10 powerful features, seamlessly integrated

Twilio Voice
SJ

Sarah Johnson

Acme Corp — VP of Sales

Connected

02:34

1

Click-to-Call

Call any contact directly from their record with one click. Calls are made through your browser using WebRTC.

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2

Power Dialer

Load a list of contacts and auto-dial through them in sequence. Track dispositions and skip contacts on the fly.

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3

SMS & MMS Messaging

Send and receive text messages from contact records. Supports MMS attachments and multi-segment messages up to 1,600 characters.

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4

WhatsApp Business

Send WhatsApp messages using approved templates for business-initiated conversations. Manage active sessions.

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5

Call Recording & Transcription

Automatically record calls with one-click playback. AI transcription with speaker identification and sentiment analysis.

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6

IVR Builder

Build interactive voice menus with a visual drag-and-drop editor. Route callers by keypress, time of day, or business hours.

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7

Voicemail & Missed Call Alerts

Automatic voicemail when calls go unanswered. Missed call badges and real-time alert notifications.

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8

Call Queue & Supervisor Dashboard

Queue inbound calls for the next available rep. Supervisors can monitor, whisper, or barge into live calls.

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9

Screen Pop

When an inbound call arrives, a popup shows the caller's contact info, recent activities, and open opportunities.

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10

Call Analytics

Dashboard widgets with call volume trends, disposition breakdown, busiest hours heatmap, and rep leaderboard.

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Setup in minutes

Bring your own API key — connect and go

  1. 1

    Go to twilio.com and create a free account (no credit card required for trial).

  2. 2

    Verify your email address and phone number during onboarding.

  3. 3

    From the Twilio Console dashboard, copy your Account SID and Auth Token.

  4. 4

    Navigate to Phone Numbers > Buy a Number and purchase a phone number with Voice and SMS capabilities.

  5. 5

    Return to Coeffection, click Connect on this card, and paste your Account SID, Auth Token, and Twilio phone number.

  6. 6

    Test the connection to verify everything is working.

Bring Your Own API Key

Connect Twilio using your own account and credentials. No middleman, no markup — you maintain full control and ownership of your integration.

API Key

Paste your API key from the provider dashboard. Keys are encrypted at rest and never leave your tenant.

Your Keys, Your Control

Credentials never leave your tenant. Encrypted at rest with AES-256.

Zero Markup

Pay the provider directly at their published rates. No Coeffection surcharge.

Enterprise Security

SOC 2 compliant credential storage with automatic key rotation support.

Ready to close more deals?

Join thousands of sales teams using Coeffection to streamline their pipeline and automate quote-to-cash.