1st Most Powerful Perfex CRM call manager module

Perfex CRM Call Manager Module & Call Center CRM for Perfex CRM (2025 Integration Guide) #

🟢 Introduction: Bring Call Handling Into Your CRM #

Efficient customer communication requires more than just email and WhatsApp. With Systematica’s Call Manager and Call Center CRM Module for Perfex, you can:

• Assign and track inbound/outbound calls
• Attach call logs to customers or leads
• Schedule and route calls across your team
• Sync call activity with CRM pipelines and tickets

📌 Related: Integrate WhatsApp with Perfex using our WhatsApp Automation Module

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⚙️ Key Features of the Perfex CRM Call Manager Module #

• 📞 Inbound and outbound call tracking with status and call notes
• 🗓️ Call scheduling with reminders and follow-ups
• 📋 Agent assignment and performance analytics
• 🔄 Integration with CRM Leads, Clients, and Staff
• 🧠 Customizable call reasons, tags, and outcomes

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🛠️ Step-by-Step: How to Install and Configure Perfex CRM Call Manager Module #

1️⃣ Step 1: Install the Module #

• Go to Setup > Modules > Upload Module
• Select call_manager_module.zip and click Install

📸 Screenshot Placeholder: Installing Call Manager module in Perfex

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2️⃣ Step 2: Access Perfex CRM Call Manager Module Dashboard #

After installation, you’ll see a new “Call Manager” menu item in the left sidebar.

Click it to open the dashboard showing:

• Call status (completed, missed, scheduled)
• Agent overview
• Live call activity

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3️⃣ Step 3: Set Up Call Types & Statuses #

• Go to Call Manager Settings
• Define:
  • Call types (inbound, outbound, internal)
  • Custom statuses (completed, in-progress, missed)
  • Call reasons (demo, support, follow-up)

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4️⃣ Step 4: Assign Calls to Staff or Departments #

From the call log or client profile:

• Click “+ New Call”
• Assign to a specific staff member or group
• Set call priority and reminder date

🎯 Use Case: Assign missed calls to the sales team for next-day callbacks.

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5️⃣ Step 5: Sync with CRM Contacts and Tickets #

Calls can be linked to:

• CRM Leads or Customers
• Support Tickets
• Projects or Invoices

This allows your team to see full communication history from one place.

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🧠 Real-World Use Case: Sales and Support Coordination #

A logistics company using Systematica’s Perfex CRM Call Manager Module reduced missed callbacks by 40% after syncing incoming call activity with ticket response workflows — leading to a 22% increase in client satisfaction.

🔁 All-in-One Communication: Call, Email, SMS, from Perfex CRM #

Systematica’s Perfex CRM Call Manager Module isn’t just about voice calls — it’s a unified communication suite. You can handle:

• Inbound and outbound calls
• Trigger follow-ups via WhatsApp, SMS, or email
• Automate reminders before calls
• Send call outcome notifications

💡 Why this matters: Your team can stay aligned and responsive across every customer communication channel — no need to switch tools.

📧 Email Integration in Perfex CRM Call Manager Module #

🔑 Features: #

• Auto-send email confirmations after a call
• Notify assigned staff before scheduled calls
• Trigger email templates based on call outcomes

🔧 Setup: #

1. Go to Setup → Email Templates
2. Create templates like:
   • “Call Scheduled with {client_name}”
   • “Your support call is completed”
3. In Automation > Add Rule, set:
   • Trigger: Call Scheduled or Call Completed
   • Action: Send Email to Client or Staff

📱 SMS Integration in Call Manager #

If you’ve enabled Twilio, MSG91, or another SMS gateway:

🔑 Features: #

• Send SMS reminders to clients before a scheduled call
• Send missed-call follow-up texts
• Trigger staff alerts (SMS-based)

🔧 Setup: #

1. Go to Setup → SMS Gateways
2. Configure provider credentials
3. Under Call Manager > Settings, enable SMS Triggers
4. Set up automation rules like:
   • Send SMS before scheduled call (30 minutes)
   • Send SMS if call missed by client

🔄 Perfex CRM Call Manager Module Use Case Examples: Automate Your Call Flows #

✅ Use Case #1: Scheduled Call with Reminder #

• Event: Call is booked with a client
• Automations:
  • Email confirmation to client
  • SMS 30-minute reminder
  • WhatsApp with location map

✅ Use Case #2: Missed Inbound Call from Lead #

• Event: Lead calls but no one answers
• Automations:
  • Assign call to Sales Agent queue
  • Send follow-up SMS: “Sorry we missed you!”
  • Log ticket in Help Desk

✅ Use Case #3: High-Value Call Completed #

• Event: Call marked “Completed”
• Automations:
  • Send recap email to client
  • Notify manager via Slack (via webhook)
  • Update deal stage to “Call Completed”

💼 Pro Tips for Communication Automation #

• Always test templates before deploying them to clients
• Combine multiple communication triggers for high-touch workflows
• Use call outcome tags (e.g., “Interested”, “Call Back Later”) to personalize post-call messages
• Track call-related automation success in CRM reports

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🧠 Summary: What You Get with Systematica’s Perfex CRM Call Manager Module Suite #

Channel	Supported Actions
Calls	Inbound/outbound tracking, scheduling, agent routing
WhatsApp	Auto-reminders, no-show follow-ups, call outcome alerts
Email	Pre/post call emails, internal staff alerts
SMS	Scheduled reminders, missed call follow-ups

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🔄 Automation & Notifications (Advanced) #

With the Call Center CRM module, you can:

• Auto-schedule callbacks based on call status
• Send SMS or WhatsApp reminders before a call
• Notify agents when calls are overdue

Built By Tech9Pros provides professional and timely support to help you get the most out of the Perfex CRM 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.