Managers can't see the calls
The pipeline review runs on memory. Nobody can tell a rep who made sixty calls from one who made six.
New Callback alarms and a To call list in 1.3
Every sales call your team makes, in Perfex CRM. Automatically.
Call Manager is a Perfex CRM module plus an Android app. It files your reps' real phone calls, with their recordings and AI summaries, on the right lead or customer. No Twilio, no new dialer to learn, no per-minute fees.
One-time price from $49 · unlimited reps and phones · 14-day money-back guarantee
- Perfex CRM 3.4, zero core edits
- Any Android 8.0+ phone
- Self-hosted: your server, your data
Works with
- Perfex CRM 3.4
- Samsung · Xiaomi · vivo · OPPO · realme
- OpenAI · Groq · Gemini
- S3-compatible storage
The gap in every CRM
Your best sales conversations happen on phones. Then they vanish.
A rep's call leaves no trace in Perfex. Who they spoke to, for how long and what was agreed lives on one phone, in one head.
New prospects never reach the CRM
Someone rings from a hoarding, a referral or an ad. The rep talks for twenty minutes, and nobody creates the lead.
Follow-ups slip through
"I'll call you Thursday" is a promise in someone's head, not a reminder in the CRM. When they're busy or leave, it's gone.
How it works
Live in an afternoon. Reps change nothing about how they call.
No virtual numbers, no headsets, no dialer to learn. Your team keeps its phones, its SIMs and its habits.
Install the Perfex module
Upload the zip in Setup → Modules and activate it. Perfex's core files are never touched, so CRM upgrades can't break it.
Scan the QR code on each phone
Each rep opens Pair a device in their own CRM login and points the app at the screen. It signs itself in. Nothing to type.
Watch calls land on the right record
Calls sync in the background and match to leads, customers and contacts. Unknown numbers queue up as prospects.
Everything in one module
From the first ring to the payment, on one timeline
Built for sales teams that live on the phone, and for the managers who need to see what the calling produced.
Automatic call sync
Every incoming, outgoing, missed and rejected call, with its number, time, talk time and SIM, synced in the background.
How sync worksRecordings in the CRM
Where the phone's dialer records, audio uploads in resumable chunks and plays on the call. Every listen is audited.
RecordingsAI call summaries
Transcript, one-line summary and sentiment on recorded calls. Bring your own OpenAI, Groq or Gemini key.
AI summariesUnknown numbers become leads
Calls from numbers you don't know yet are grouped by caller and ranked by talk time. One click converts them.
The unmapped queueCaller card and one-tap outcomes
Reps see the lead, its temperature and the last note while the phone rings, then file the call from the notification.
The Android appOne-tap WhatsApp follow-up
Opens WhatsApp with your template already typed, from the call list, any lead or the phone. No API, no per-message fees.
WhatsApp follow-up20 call reports
Leaderboards, best time to call, lead response time, daily targets, outcomes and ROI. Every one exports to CSV.
See the reportsCallbacks that ring
Callbacks ride Perfex's reminders and ring on the rep's phone when due. Turn any call into a real Perfex task.
Working the callsLead generation, not just logging
Turn the numbers you don't know into leads
The unmapped queue groups every call from a number the CRM hasn't seen, so five calls with one stranger read as one prospect. It sorts them by talk time, so the longest conversations float to the top. Convert one to a lead or a customer, and every call from every rep comes with it.
- Retroactive matching. Call on Monday, create the lead on Wednesday, and Monday's calls attach.
- Hide numbers saved in a rep's phonebook, like the dentist and the courier.
- A duplicate guard means converting twice never makes two leads.
On the rep's phone
Your rep knows who's calling before they say hello
While the phone rings, a card over the dialer shows what the CRM knows: the lead, how warm it is, the callback already booked and the last note. When the call ends, the notification offers your outcomes as buttons. One tap files the call, even with no signal.
- Works over the phone's own dialer. Nothing new to learn.
- A "Sorry we missed each other" WhatsApp is offered after unanswered calls.
- Drag the card anywhere. It opens in the same place next time.
Recordings and AI
Hear the call, or just read the summary
Recordings play inline on the call, the lead and the customer. Switch on AI summaries and each recorded call gets a transcript, a one-line summary and a sentiment badge, from the provider you choose, billed to your own key. Mixed Hindi–English or Tamil–English calls are handled too.
Recordings depend on the phone. Samsung, Xiaomi, vivo, OPPO and realme dialers record where the app can collect the audio. Pixel, most Motorola and OnePlus phones can't share it. Call logs sync on every Android phone. Check your phones.
For sales managers
Reports that say what the calling time produced
Activity reports count calls. Call Manager scores them too. Give each outcome points, set daily targets per rep, and see how much talk time was productive, neutral or wasted.
- Outcomes and ROI: conversions, proposals and payments credited to the call before them.
- Best time to call: an hour-by-day heatmap of who picks up.
- Daily summaries per rep each morning, emailed to managers if you like.
The Android app
An app your reps will actually keep open
A To call list, a caller card, callback alarms and a home-screen widget. Drag through the screens, or use the arrows.
20call reports
40+call filters
3AI providers to choose from
∞reps and phones, on every plan
Why not a dialer?
The calls your team already makes, without a telephony bill
Dialers and cloud telephony route calls through their own lines and charge by the minute or the seat. Call Manager reads the calls your reps already make.
| Call Manager | Browser or VoIP dialer | Cloud telephony / SaaS tracker | Logging by hand | |
|---|---|---|---|---|
| Reps keep their own phone and number | Yes | No | Often a virtual number | Yes |
| Captures calls automatically | Every call on the phone | Only calls dialled through it | Yes | No |
| Ongoing cost | None: one-time price | Per minute | Per user, per month | Reps' time |
| Recordings | Where the phone's dialer records | Every call | Every call | No |
| Unknown callers become leads | One click | No | Varies | No |
| Your data stays on your server | Yes | Provider's cloud | Provider's cloud | Yes |
Calculator
What does unlogged calling cost your team?
Move the sliders to match your team, and compare a one-time licence with per-minute and per-seat alternatives.
What your team gets back
Calls captured a month0
Hours of call logging saved a month0
Value of that time a year0
Days to pay back from time saved0
First-year cost for your team
An estimate from the numbers you enter. The alternatives' rates are editable assumptions, not quotes, so change them to match yours. If you switch on AI summaries, your AI provider bills you for them separately.
Honest compatibility
Check your team's phones before you buy
Call logs sync on every Android 8.0+ phone. Recordings depend on the phone's own dialer. Pick a brand for the straight answer.
Built for phone-first teams
Wherever the deal is done on a call
Real estate
Portal leads called in minutes, site visits booked as callbacks, brochures sent on WhatsApp.
Real estateEducation and admissions
Counsellors' calls to enquiries, best times to reach parents, mixed-language summaries.
AdmissionsInsurance and lending
Renewal calls on record, a playback audit trail and a printable account statement.
Financial servicesB2B and distribution
Reps on the road, dual-SIM phones and accounts going quiet, caught early.
B2B salesSelf-hosted by design
Your server is the centre of everything
Call data goes from your reps' phones to your own Perfex CRM. It never passes through us. Recordings of your customers' voices stay where you decide.
- Recordings stored outside the web root, or in your own S3-compatible bucket
- View and View own permissions, enforced in the API too, so reps can't hear colleagues' calls
- A plain-language consent screen, with the accepted version and time recorded
- A switch per SIM, so a personal SIM's calls never leave the phone
- A playback audit log, retention purges and one-click blocking of a lost phone
Pricing
Pay once. Connect every rep.
No per-user fees, no per-minute fees, no subscription.
Launch pricing for early customers. The price goes up to the regular price after launch — your licence and updates don't change.
Single CRM
For one company running its own Perfex CRM.
$69
$49
one-time
Launch price
Buy Single CRM- 1 Perfex CRM installation (plus a staging copy)
- Unlimited reps, phones and calls
- Perfex module + ready-to-install Android app
- Every feature: recordings, AI, WhatsApp, 20 reports
- 12 months of updates
- 12 months of email support
Most popular
Done-for-you setup
We install it, configure it and get your first phones syncing.
$129
$99
one-time
Launch price
Buy with setup- Everything in Single CRM
- We install and activate the module on your server
- Settings tuned for your country, outcomes and storage
- A check of your team's handset models before rollout
- 30-minute onboarding call for your managers
- Priority support for 12 months
Agency
For Perfex resellers and agencies serving several clients.
$349
$249
one-time
Launch price
Buy Agency- Up to 10 client CRM installations
- White-label app: your name, icon and signing key
- Android app source code (Kotlin)
- Unlimited reps, phones and calls on every install
- 12 months of updates
- Priority support for 12 months
14-day money-back guarantee
If Call Manager doesn't work with your Perfex CRM and phones as described on this site, tell us within 14 days and we refund you in full.
Questions
What buyers ask first
Do I need Twilio, a cloud-telephony plan or a SIM gateway?
No. Your reps keep calling from the phone and number they already use. The Call Manager app reads that phone's own call log and sends it to your Perfex CRM. There is no third-party telephony account, no per-minute charge and no monthly per-user fee.
Which Perfex CRM versions does it work with?
Perfex CRM 3.4.x on PHP 8.1 or newer, with MySQL 5.7+ or MariaDB 10.3+, HTTPS and the CRM's own cron running. The module makes zero changes to Perfex core files, so a Perfex upgrade can't break it. See the full requirements.
Can it record calls on every Android phone?
No, and no Android app honestly can. Android only lets system apps capture call audio. Call Manager collects the recordings that the phone's own dialer writes. Samsung, Xiaomi, Redmi, POCO, vivo, iQOO, OPPO and realme generally do. Google Pixel, most Motorola phones and OnePlus never will. Call-log sync works on every Android 8.0+ phone. Check your team's phones.
Are AI call summaries included in the price?
The feature is included and marked beta. The AI itself runs on your own API key from OpenAI, Groq or Google Gemini, and that provider bills you directly. Nothing is routed through our servers. Groq serves the same open Whisper models at roughly a tenth of OpenAI's per-minute price. Built-in limits keep the bill predictable: skip short calls, cap runs per cron pass, cap file size and retries.
Where are recordings stored? Does our data pass through you?
No. Calls and recordings go straight from the phone to your own Perfex server, stored outside the web root, or to your own S3-compatible bucket. Nothing passes through us. If you switch on AI summaries, recordings are sent to the one AI provider you chose, with your key. A retention period purges old audio on the CRM's cron.
Is the app on Google Play? How do reps install it?
The app is distributed privately, as an APK you give your own staff. That's normal for company apps, and it lets the app read the call log without being the default dialer, which Play's policy restricts. One APK works for every buyer: the rep scans a QR code from their CRM login and the app signs itself in. Nothing to type.
Can I see it working before I buy?
Yes. Book a live demo and we'll walk you through the CRM and the app on a demo install. You can also read the full feature guide, with a screenshot of every screen. Every purchase also comes with a money-back guarantee.
Put every sales call in Perfex CRM this week.
One-time price from $49. Unlimited reps and phones. 14-day money-back guarantee.