Video Walkthroughs

An introduction to the new UK regulatory process “Know Your Customer”  

An update on regulatory process and requirements as of April 2024.

Set up and optimize your Google Ads + CTM integration.

Set up DNI and learn more on best practices, common mistakes (and how to avoid them), and tracking sources

Put the call information that’s most important to you front-and-center in your account with custom fields and panels.

Learn how to navigate and submit documentation in CTM’s Trust Center.

Our mobile app is designed for agents on-the-go who want the same great experience taking customer calls, texts, and chats anywhere.

Discover available click-to-call forms in CTM along with call routing options and tasks based on form submissions.