Guides
Guides for phone-first sales teams
What we've learned building call tracking for Perfex CRM, written down so you can use it whether or not you buy anything.
How to track sales calls in Perfex CRM
The four ways to get phone calls into Perfex, what each costs, and a step-by-step setup.
Read the guideWhy call recording fails on Pixel, Motorola and OnePlus
How Android call recording really works, and which phones can send recordings to a CRM.
Read the guideWhatsApp follow-ups from Perfex CRM without the API
One-tap templates, what they can and can't do, and ten templates to copy.
Read the guideLead response time: how fast does your team call?
Why speed to lead matters, how to measure it in Perfex, and how to bring it down.
Read the guidePut every sales call in Perfex CRM this week.
One-time price from $49. Unlimited reps and phones. 14-day money-back guarantee.