FlexCall – Perfex Call Center

FlexCall brings your entire call workflow into Perfex CRM — where your leads and customers already live.

Log every conversation, place and receive calls directly in the browser via Twilio, attach recordings automatically, and never miss a follow-up again.

Whether your team is in sales, support, or account management, FlexCall keeps call activity tied to the right lead or customer record — with full visibility for managers.

Built for teams that want professional telephony without leaving Perfex. Each staff member connects their own Twilio account, dials from a built-in keypad or contact picker, and gets a call log created automatically. Incoming calls ring in the browser on any admin page. When the call ends, duration, status, and Twilio recording links are saved to the log. Schedule follow-ups and FlexCall notifies the right people when they’re due.

WHO NEEDS IT

Sales teams, customer success, support desks, and any business running outbound or inbound calls from Perfex CRM.

KEY FEATURES

Call logging & CRM integration

• Central call log — searchable DataTable of all calls with sortable columns
• Link calls to leads or customers — pick a contact from live search; phone number auto-fills
• Manual call entry — log past or offline calls without using the dialer
• Rich call records — type/subject, direction (inbound/outbound), phone, purpose, summary, duration, and status
• Staff assignment — assign a call to another team member
• Important & completed flags — mark priority calls and track completion
• Activity audit trail — create, update, and delete actions logged in Perfex activity log

No external call-tracking tools. No lost context between calls and CRM records. Just one place to call, log, follow up, and report.