Description
FlexCall – Perfex Call Center: Bring Every Call Inside Perfex CRM
FlexCall – Perfex Call Center turns Perfex CRM into a complete call centre. Instead of juggling a separate phone system and your CRM, your team can make and receive calls, log conversations and follow up on leads and customers — all from inside the Perfex dashboard they already use.
Built around browser-based calling, this Perfex module connects each staff member’s Twilio account to Perfex, so calls can be placed from a built-in keypad or contact picker and incoming calls can ring right in the browser on any admin page. When a call ends, its duration, status and recording links are saved automatically, giving managers a clear, searchable record of every interaction.
One Central Call Log for the Whole Team
Every call — inbound or outbound — is stored in a central, searchable log with sortable columns. Filter by date, participant, purpose or status to review performance, spot trends and keep customer history in one place, rather than scattered across phones, notes and inboxes.
Calls Linked to the Right Lead or Customer
FlexCall links each call to the correct lead or customer record. Live search makes it easy to pick a contact, and the phone number fills in automatically, cutting manual entry and errors. Calls made outside the platform can still be captured with manual call entry, so no conversation is lost.
Rich Call Records, Assignments and Follow-Ups
- Detailed records with call type, phone numbers, purpose, summary, duration, status, notes and attachments
- Staff assignment, so calls go to the team member best placed to handle them
- Important and completed flags to prioritise work and track progress
- Follow-up scheduling with due dates, plus Perfex notifications and real-time alerts where available
- A full activity audit trail for call creation, updates and deletions
Who Is FlexCall For?
FlexCall is ideal for sales teams tracking outreach and conversions, customer success teams monitoring satisfaction, support desks handling enquiries efficiently, and account managers staying in touch with clients. If your business already runs on Perfex CRM and relies on phone communication, FlexCall keeps calling, logging and follow-up in a single, organised workflow — with no need for separate call-tracking tools.
Please note: FlexCall is a module for Perfex CRM, not a standalone application. Perfex CRM must be installed to use it.
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