Insurance and lending
Call tracking for insurance and lending teams
Renewals, collections and disputes all come down to what was said on a call. Call Manager keeps the record in your own Perfex CRM, with an audit trail of who listened.
How financial services teams use it
A statement for every dispute
The Account statement report lists every call with one customer, in order, with a print layout. It's for review meetings, and for the conversation that starts with "you never called me back".
Who listened, and when
Every playback is logged with the listener, time and address, on its own retention clock (24 months by default), so the trail outlives the audio it describes.
QA sampling built in
Switch All Calls to the QA review column preset, filter by sentiment or "not listened to", and save it as a shared view for your quality team.
Customer numbers stay with the company
SIM split shows which customers are being called from personal numbers, the ones you lose when a rep leaves. Personal SIMs can stay private.
If a regulator requires a recording of every call, use a telephony system that records at the network. Call Manager collects recordings where the phone's own dialer makes them, which isn't every phone (see which). It's a strong record for most teams, not a compliance guarantee.
- Recordings stored outside the web root or in your own S3 bucket, purged after the months you set.
- View and View own permissions, enforced through the API as well.
- Consent screen with the accepted version and time recorded per rep.
- A lost phone is blocked in one click from the Devices page.
Put every sales call in Perfex CRM this week.
One-time price from $49. Unlimited reps and phones. 14-day money-back guarantee.