Solutions
Built for teams that sell on the phone
If your reps close deals on their mobiles and your CRM is Perfex, Call Manager fits. Here's how four kinds of team use it.
Real estate
Call portal leads within minutes, catch hoarding enquiries, book site visits as callbacks, and send brochures on WhatsApp.
For real estateEducation and admissions
Reach parents when they pick up, set counsellor targets, and read mixed-language call summaries.
For admissionsInsurance and lending
Renewal calls on record, a playback audit trail, QA sampling and a printable account statement.
For financial servicesB2B and distribution
Field reps, dealer accounts going quiet, payments credited to calls, and tasks filed from the road.
For B2B salesPut every sales call in Perfex CRM this week.
One-time price from $49. Unlimited reps and phones. 14-day money-back guarantee.