Evergiving's PCI Compliant Call Center

PCI Compliant Phone

Evergiving's Call Center gives you a convenient way to talk to new donors, a secure and compliant method to capture new cards, and the ability to retry payments and save more donors than ever before.

Call list management

Call recordings

Keypad credit card entry

Multiple outbound phone numbers

Multiple outbound phone numbers

Evergiving displays how many times you've used each of your outbound numbers to call a donor's phone.

Click to call

Automatically starts recording the phone call, with handy features that put your agent in control..

Click to call
Workflow management

Workflow management

Call attempts, Call statuses, Final Call Outcomes, Wrap notes, Private notes, Validation outcomes and Pledge statuses - enough options for the recording and management of any call or verification workflow.

Call lists

Set customised filter sets that allow you to create sophisticated call lists. Add a Call list to a Team and records will be served to the Agents on that Team. You can see the performance of your Call Lists on the Dashboard.

Call queues
Capture credit card

Capture credit card

Switch the call from Agent <> Donor to Evergiving Vault <> Donor by pressing one button. Vault asks the donor to enter the card details on their keypad, Vault stores the card and returns the Donor to the Agent. Vault even tells the Agent how the card entry is going. Call recording is on the Agent side, so no card details are captured during card capture.

Listen to recordings

Easily review all the recordings for all the phone calls made in the call view.

Listen to recordings
Export recordings

Export recordings

As simple as adding a merge field to an export email. Ahhhh too easy! Don't forget you can easily automate these based on flexible and reliable conditions and schedules.

Detailed instructions on setting up your PCI compliant phone

Check out these detailed instructions on how to set up your your phone system with Evergiving.

Instructions