Call Center Software Glossary: Key Terms & Concepts
List of Call Center Software features
Billing and Invoicing
An invoice and a bill are documents that convey the same information about the amount owing for the sale of goods or services. Still, a company uses an invoice to collect money from its cu...read more
Call Logging
Call logging is the process of gathering, examination, and reporting technical and statistical data regarding phone calls. It excludes call recording and phone tapping. Data from a telecom...read more
Scheduling
Scheduling is the job or activity of determining when specific tasks will be completed. Block scheduling, often known as blocking, is a method of academic scheduling in the American K-12 s...read more
Chat (Messaging)
The act of conversing, communicating, and/or exchanging messages through the internet is known as chatting. It entails two or more persons interacting via a chat-enabled service or softwar...read more
Portfolio Management
Portfolio management is means managing an individual's assets in order to optimize earnings over a specific period of time. Project portfolio management (PPM) is used by project managers a...read more
Alerts
An app or software sends out alerts, which are actionable and content-rich push notifications. These alerts can be for various reasons, including messages from teammates, reporting manager...read more
Live Chat
Live chat is a tool that allows employees to communicate with website users or with one another in real-time. It might be text, voice, or video-based chat that team members utilize to comm...read more
Knowledge Base
A knowledge base is a centralized documentation repository that includes frequently asked questions, how-to guides, and troubleshooting instructions. Its goal is to make it simple for peop...read more
Call Monitoring
The process of listening in on employee calls to improve communication and customer service is known as call monitoring. It's most typically utilized in customer service situations to help...read more
Auto Call Recording
The process of recording incoming and outgoing calls into a call center is known as automatic call recording. Marketing Automation Software with an automatic call recording feature records...read more
Queue Management (Calls)
Queue time refers to when something is ready to be worked on but is waiting for someone to do so. These backlogs and delays accumulate throughout the entire system of activities and resour...read more
Predictive Dialer
A predictive dialer is an outbound dialing system that selects numbers from a list and dials them automatically. A predictive dialer dials numbers before detecting a link, at which point t...read more
Progressive Dialer
Progressive dialing is a "middle ground" solution between manual and more advanced predictive dialer solutions. When making outbound calls, a progressive dialer, like a predictive dialer, ...read more
Concurrency Support
Many programs feature concurrency, allowing multiple users to work on the same record simultaneously. Concurrency control, on the other hand, is the technique through which the outcome of ...read more
Inbound Call Center
An inbound call center is a customer support function responsible for answering incoming client phone calls. On the other hand, Outbound call centers make phone calls to customers, whereas...read more
About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
