Compare
Call Manager compared with the other ways to track sales calls
There are four common ways to get phone calls into Perfex CRM. Each fits a different team. Here's how they stack up, including where Call Manager isn't the right choice.
Comparison table
| Call Manager | Browser or VoIP dialer (e.g. Twilio-based) | Cloud telephony / SaaS call tracker | Logging by hand | |
|---|---|---|---|---|
| How calls are made | The rep's own phone and SIM | A browser tab or softphone | Virtual numbers or the provider's app | Any phone |
| Calls captured | Every call on the synced SIMs, automatically | Only calls dialled through it | Calls routed through its numbers | Only the ones reps remember to log |
| Pricing | One-time, unlimited users | Per minute, plus numbers | Per user, per month, often plus minutes | Free, but costs reps' time |
| Recordings | Where the phone's dialer records (Samsung, Xiaomi, vivo, OPPO, realme) | Every call | Every call | None |
| Works on iPhone and desktop | Android only | Yes | Usually | Yes |
| Incoming calls from customers | Captured, to the rep's usual number | Only to the virtual number | Only to the virtual number | If logged |
| Unknown numbers become leads | Grouped, ranked, one click | Varies | ||
| Inside Perfex CRM | Native module, Calls tab on every record | Via a connector module | Separate app, sometimes a connector | Perfex activity notes |
| AI summaries | Your own OpenAI, Groq or Gemini key | Sometimes, as a paid add-on | Often, as a paid tier | |
| Where the data lives | Your own server or S3 bucket | The provider's cloud | The provider's cloud | Your CRM |
| Perfex core files changed | None | Depends on the module | Depends on the connector | None |
Comparisons describe typical products in each category. Individual products differ, so check the specific one you're considering.
Which one fits your team?
Choose Call Manager when…
- Your reps already sell from their own Android phones and numbers.
- Customers call reps back on the numbers they already have.
- You don't want a per-minute or per-seat bill that grows with the team.
- You want the data on your own server, next to your CRM.
- Unknown callers are prospects you'd like turned into leads.
- Follow-up happens on WhatsApp.
Choose a dialer or cloud telephony when…
- You need a recording of every single call, on any handset, for compliance.
- Your team is on iPhones or calls from desktops with headsets.
- You need call routing, IVR menus, queues or a power dialer.
- Calls must come from shared company numbers rather than reps' own.
Some teams run both: a dialer for the call centre, and Call Manager for field reps on their mobiles.
Put your own numbers in
The alternatives' rates below are editable assumptions. Change them to the quotes you've been given.
What your team gets back
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.
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