What is Perfex CRM Phone System Integration?
Perfex CRM phone system integration connects your telephony platform with Perfex’s customer relationship management tools, enabling efficient call logging, task creation, and streamlined customer communication from one centralized platform.
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Automation
at Its Best
Automate routine tasks, boost productivity, and stay focused on what matters most
Experience the power of automation as your phone system seamlessly integrates with Perfex. From call logging to task creation and reporting, every step is optimized to save time and reduce errors. With smart workflows, your team can focus on high-value activities while the system handles the rest.
Getting in touch with our team is easy.
We’re on hand &
ready to help.
One of our experts will contact you as soon as possible.
Getting in touch with our team is easy.
We’re on hand &
ready to help.
One of our experts will contact you as soon as possible.
Supported Phone Systems and Providers
We support integrations with a wide range of phone systems, including:
-
RingCentral
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Zoom Phone
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Twilio
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8x8
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Dialpad
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Aircall
Custom Integrations Available: If your phone system is not listed, our team can build a custom integration to meet your needs.
Key Features of Perfex CRM Integration
Automatic Call Logging
- All inbound and outbound calls are automatically logged in Perfex CRM with timestamps and contact details.
Click-to-Call Functionality
- Place calls directly from Perfex CRM with a single click, saving time and increasing efficiency.
Unified Contact Management
- Sync call details with customer profiles, ensuring a complete record of all interactions.
Task and Ticket Creation
- Create tasks, follow-ups, and support tickets during or after a call, linking them directly to customer records.
Workflow Automation
- Automate routine processes like follow-up reminders, task assignments, and status updates based on call activity.
How It Works?
1
Initial Assessment
We evaluate your current phone system and NetSuite setup to understand your needs.
2
Integration & Configuration
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Connect your VoIP provider (e.g., RingCentral, Twilio, 8x8) or PBX system with NetSuite.
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Configure call logging, click-to-call, and reporting features.
3
Testing & Training
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Conduct comprehensive testing to ensure smooth operation.
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Train your team on how to use the integrated system efficiently.
4
Ongoing Support
Provide hands-on training to ensure your team can leverage the integration effectively.
Offer continuous support and updates for long-term success.
Voice
The complete business phone system
Set up new phone lines and custom call routing in minutes for teams around the world. All you need is the app.
Video
Powered video meetings
Meet in HD and never take notes again. Intouch’s video meetings have HD call and video quality with the ability to record meetings .
Messaging
Unlimited team messaging
Collaborate 1:1 or get organised in messaging channels for any project, topic or team.
Where work comes together