Release notes

What's new in Call Manager

Current version: module 1.3.1 and Android app 1.0.17. Every release in your 12 months of updates is included in the price. Upgrading means replacing the module folder and clicking Upgrade Database.

1.3.1Module

Fixes for search by number, pairing and callback numbers

Searching the app's call list for a long number works again, with or without the country code.
Installs that started on the 1.0.0 zip get the QR pairing and AI tables they were missing when upgraded.
A callback booked without a number now picks one up from the call or the record.

1.3.0Module · app 1.0.17

The app says who to call, not only who called

The Callbacks tab becomes To call: overdue and today's callbacks, then missed calls nobody returned, leads never called and accounts gone quiet.
Callbacks ring on the phone when due, with Call now and Snooze, and stop when they're finished in the CRM.
Today against target on the dashboard, a home-screen widget, and yesterday's summary as a morning notification (off until you switch it on).
Change a lead's status from the call screen, and log a call from the phone.
The CRM's quick views on the phone: Missed, not called back and No outcome.
A new phone sends every call in the backfill window in its first sync, with a progress bar, instead of 500 at a time.
Upgrade Database now goes from any earlier version to 1.3 in one step.

1.2.1–1.2.2Module

Paged Calls tabs and a fuller History

The Calls tab on a lead or customer pages its calls, with 10 to 100 per page, or All.
A customer's History in the app includes its contacts' calls, like the Calls tab in the CRM.

1.2.0Module · app 1.0.16

Filter All Calls on almost anything, and save the view

A filter bar with 40+ filters, "is not" on any list filter, and a summary line that totals the whole result.
Quick views: missed and not called back, unmapped, no outcome, callback overdue, hot now, negative, not listened to.
Saved views with columns and sort. Share them with the team, star a default, or set a team default. They're in the app too.
A Columns menu with 14 new optional columns, presets and drag-to-reorder.
CSV export follows the filters. The Devices page was rebuilt around reps, with real session status and bulk sign-out.
The first page of All Calls on 100,000 calls dropped from about a second to about 10 ms.

1.1.1Module

Daily summaries, and what happened after the calls

Reports → Daily summaries: one note per rep per day, with an optional AI paragraph and opt-in email to managers.
Reports → Outcomes and ROI: lead status changes, proposals, estimates, conversions and payments credited to the call before them, with cost and return.
The settings page became a sidebar of sections.

1.1.0Module

Score what the calling time produced

Points per outcome, and talk time split into productive, neutral, wasted and no outcome.
Daily targets for the team and per rep, with a 31-day grid and progress on the dashboard.
Mixed-language transcription for Indian languages mixed with English.

1.0.14–15App

File calls from the notification

Outcome buttons on the post-call notification, filed offline and sent with the call.
A caller card that matches the app, and can be dragged out of the dialer's way.

1.0.2–1.0.6Module

Reports, pipeline insight and tasks

Ten activity reports including the rep leaderboard, missed and not returned, and best time to call.
Six pipeline reports: lead response time, calls to conversion, source vs effort, accounts going quiet, callback compliance and a printable account statement.
Turn any call into a Perfex task, from the CRM or the phone.

1.0.1Module

One-tap WhatsApp follow-up

WhatsApp buttons on the call list, every lead and customer, and the post-call prompt, with two templates and live preview.

1.0.0Module

Launch

Call-log sync, recording upload, the unmapped queue and retroactive matching.
QR pairing, AI transcription and summaries, dispositions with colours, missed-call alerts, the dashboard widget, manual logging and CSV export.

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