Frequently asked questions

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.

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.

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.

No. Call Manager is a standard Perfex module with zero core edits. You can overwrite application/ with a clean Perfex copy and it keeps working, so Perfex updates can't break it.

It's one tap, not automation. A WhatsApp button on the call list, on every lead and customer, and on the phone after a call opens WhatsApp with your template already typed, filled with the customer's name, the rep and your company. The rep presses send. There's no WhatsApp API, no key and no per-message cost. The flip side is that nothing comes back: no delivery or read reports.

No. Call Manager isn't a dialer and doesn't connect to a PBX. Reps call from the phone they already use. On the phone, a rep can call a lead back with one tap from the app, and the caller card shows who's calling before they answer.

Yes, matching is retroactive. Call a prospect on Monday, create the lead on Wednesday, and Monday's calls attach to it. Numbers match however they're written (+91 98450 12345, 098450 12345 or 98450 12345) using the dialling codes in your CRM's own country table, so it works in any country.

Yes. Recordings upload in resumable 256 KB chunks with a SHA-256 check. That gets long calls through the upload limits shared hosting usually imposes. The CRM's standard cron is the only scheduled job.

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.

No. iOS gives apps no access to the call history, so automatic call sync can't be built for iPhone. Reps on iPhone can still log calls by hand in the CRM. Those calls are matched and reported like synced ones.

Every call arrives: number, direction, time, duration, SIM and outcome. Audio depends on the handset mix. On a typical mixed Android fleet, plan for roughly 35–45% of calls with audio. The recorder ships switched off on many phones, some reps decline the storage permission, and Pixel, Motorola and OnePlus can't share audio at all. That figure is an engineering estimate. Test one phone of each model your team uses, and the app's Diagnostics screen will tell you exactly what arrives.

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.

Yes. Set the call language to one code (hi) or two for mixed calls (ta, en). For Hindi, Tamil, Telugu, Kannada, Malayalam, Marathi, Bengali, Gujarati, Punjabi and Urdu mixed with English, the module nudges Whisper to keep English words in English letters. Gemini is told which languages the call mixes and not to translate.

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.

Before anything syncs, the app shows each rep a plain-language consent screen and records which version they accepted, and when. On dual-SIM phones each SIM has its own switch, so a personal SIM's calls never leave the phone. With the View own permission a rep sees only their own calls. Every recording playback is written to an audit log. Android doesn't mark which calls are work calls, so on a synced SIM personal calls are included, and the consent screen says so.

Compliance depends on how you use it, so no software can promise it on its own. Call Manager gives you the controls that make compliance practical: recorded consent, per-SIM sync, retention purges, a playback audit log, role-based access and self-hosted storage. Whether and how to inform the other party on a call is your organisation's decision. The app doesn't do it for you.

Open Call Manager → Devices and block the phone. Its session ends at once and it can't sign in again until you reactivate it. The rep's call history stays in the CRM, filed against your leads and customers, not on their phone.

Unlimited, on every plan. There are no per-seat or per-phone fees.

The Perfex module (a zip you upload in Setup → Modules), the ready-to-install Android APK, the installation manual and feature guide, 12 months of updates and 12 months of support. The Agency plan adds the Android source code so you can ship the app under your own name, icon and signing key.

Yes, it's a one-time payment. Your licence doesn't expire: the version you have keeps working for as long as you use it. After 12 months, renewing updates and support is optional.

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.

If Call Manager doesn't work with your Perfex CRM and phones as described on this site, tell us within 14 days of purchase and we refund you in full. Read the refund policy.

Yes. The Done-for-you setup plan includes installation on your server, settings tuned for your team, a check of your handset models and an onboarding call for your managers.