Call Manager Module for Perfex CRM

Call Manager Module for Perfex CRM : Complete Communication Suite – Voice, SMS, Video, Email, and AI Chat Integration

Version 1.0.2

Why Choose the Call Manager Module?

The Call Manager Module for Perfex CRM revolutionizes how your team communicates with leads and customers. By integrating Twilio for voice/SMS, Zoom for video meetings, and built-in email and AI assistant support, this module ensures seamless communication across every channel. It’s the ultimate solution for teams that value productivity and professional engagement.

Call Manager Module for Perfex CRM Dashboard

Call Manager Module for Perfex CRM Features Overview

Twilio Voice Calls: Inbound/outbound calling with call recording and transfer support
SMS & Messaging: Send and track messages, manage conversations with ease
Zoom Video Integration: Instantly schedule and join video meetings
AI Chatbot: Automate lead qualification and basic support tasks
Email Integration: Full mailbox management via IMAP/SMTP
Analytics: Visualize your communication metrics via dashboard reports
Call Recordings: Enable call recordings in order to keeptrack of your lead updates.

Real CRM Integration Examples

Softphone Overlay: Access the dialer from anywhere within Perfex CRM
Click to Call/SMS/Email: Communicate directly from lead or contact records
Embedded Calling: Fully integrated interface for incoming and outgoing voice interactions

Installation Guide

To begin the installation process, first download the Call Manager module from the official Systematica store. Once downloaded, extract the ZIP file to locate the lead_manager folder.

Upload Files: Upload the lead_manager directory to your Perfex CRM /modules folder using FTP or your hosting file manager.
Set Permissions: Ensure that folder permissions are set correctly (755 for folders, 644 for files).
Activate Module: Log in as Admin, navigate to Setup → Modules, and click “Activate” next to Call Manager.
Verify: Check for the new module in the main menu and ensure settings and database entries were successfully created.

Tip: Always back up your database before activating new modules.

Configuration

After installation, you can configure each communication channel:

Twilio: Input your Account SID, Auth Token, and TwiML App SID. Assign phone numbers to each staff user.
Zoom: Enter your Zoom API Key and Secret if you plan to use video meetings.
Email: Set up IMAP and SMTP settings under the Email tab.
AI Chat: Define your AI provider and configure chatbot logic (OpenAI, etc.).
Permissions: Assign permissions to different staff roles under Setup → Staff → Roles.
Call Recordings: Enable call recordings in order to keeptrack of your lead updates.

These configurations ensure that only the authorized users can access features like calling, SMS, email, or chat capabilities.

Call Manager Module for Perfex CRM Support & Resources

Tech9Pros provides professional and timely support to help you get the most out of the Call Manager Module.

Email Support: support@tech9pros.com (Replies within 24 hours on weekdays)
Video Tutorials: Step-by-step guides for setup and usage
Documentation: Full user manuals included in the module package
Custom Services: Feature requests, custom integrations, and onboarding

Visit tech9pros.com for more solutions or to request personalized help.