Call Manager Module for Perfex CRM

📞 Unify All Customer Communications in Perfex CRM

The Perfex CRM Call Manager Module turns your CRM into a powerful, unified communication platform. Whether you’re handling support, sales, or internal meetings, this module ensures every interaction is tracked, accessible, and actionable.

Furthermore, it integrates seamlessly with Twilio, Zoom, IMAP email, and AI to help your team work smarter — not harder.

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💼 Comprehensive Communication Suite – Perfex CRM Call Manager

This module centralizes communication — so you never lose track of a lead or conversation again.

✅ Twilio Voice Call System

Make and receive voice calls using a professional soft phone interface with:

• Call logs, recordings, and live call controls
• Drag-and-drop call routing
• Call transfer, hold, mute, and conference options
  As a result, your team handles calls with full context and efficiency.

✅ Soft Phone Interface

Use a browser-based soft phone with no additional downloads. In addition, you get real-time CRM syncing, allowing you to link calls with deals, tickets, or contacts instantly.

✅ Zoom Video Conferencing

• Schedule and host HD video meetings
• Auto-send invites and sync meetings with CRM contacts
• Screen sharing and call recording included
  This way, client meetings are easier to manage and review.

✅ SMS Messaging & Bulk Campaigns

• Two-way SMS messaging with delivery tracking
• Bulk message sending for promotions or alerts
• Use message templates for faster responses
  Moreover, messages are stored within customer records.

✅ Email Management (IMAP Integration)

• Send and receive emails directly from the CRM
• Email threading, tracking, and auto-tagging
• Set up automated email workflows
  Consequently, your inbox becomes part of your sales pipeline.

✅ AI Chat Bot Integration

• Automate lead qualification and support
• Set up conversation flows for instant responses
• Train your bot using custom data
  In other words, it’s like having a 24/7 virtual assistant built in.

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📈 Real-Time Activity & Reporting – Perfex CRM Call Manager

✅ Activity Tracking & Logs

• Track all interactions — calls, texts, emails, meetings — in one place
• Detailed timestamps and engagement history per contact

✅ Analytics Dashboard

• Visual KPIs: Call durations, SMS volume, email opens
• Agent performance and communication channel metrics
  Therefore, you get actionable insights that help optimize your team.

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🔧 Advanced Features That Make a Difference

• Call Recording + Playback
• Smart Call Routing by Staff Availability
• Missed Call Auto-Follow-up
• Bulk SMS Campaigns
• Email Templates + Message Libraries
• AI Chat Bot Training for FAQs and objections
• Calendar-Synced Video Meetings
• Real-time Notifications for every event
• Multi-language and Localization Support
• Full Role-Based Permission Management
• REST API for Custom Integrations

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📱 Supported Communication Channels – Perfex CRM Call Manager

Channel	Features
Voice Calls	Inbound/outbound, hold, mute, transfer, conference
SMS/MMS	Delivery reports, read receipts, templates
Video	Zoom integration, screen sharing, HD calls
Email	IMAP, threading, campaign automation
AI Chat	Auto-replies, chatbot training, CRM sync

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