Perfex CRM module — version 1.1.0
PerfexVoIP
Asterisk calling inside Perfex CRM.
Click-to-call, inbound caller popups and automatic call logging for teams that run sales and support in Perfex CRM.
Before you buy:setup guide and requirementsrelease history
Perfex CRM — PerfexVoIP analytics
The problem it solves
When the phone system and the CRM are separate, agents dial numbers by hand, search for the caller while the phone rings, and most calls never reach the customer record. Managers can't see missed calls or answer rates without exporting PBX logs.
Built for
- Sales teams that work leads in Perfex CRM
- Support desks that take customer calls
- Small call centers on an Asterisk-based PBX
What it does
Click-to-call from any record
Call clients, leads and contacts straight from Perfex CRM. The call is placed through your PBX to the agent's own extension.
Inbound caller popup
Incoming numbers are matched to Perfex clients and leads, so agents see who is calling and can open the record before they answer. Events arrive over WebSocket, with HTTP polling as a fallback.
Automatic call logging
Every call is stored with direction, extension, status and duration and linked to the matching client or lead. Agents get a personal call list; managers get the full history with notes.
Call analytics and export
Answer rate, missed calls, daily trends, busiest hours and per-staff filters. Export call history and diagnostics to CSV.
Missed calls and callbacks
Browser notifications for ringing and missed calls, a callback list, and optional automatic lead creation for unknown numbers.
Peer and routing health
See which SIP peers are online, which are stale, and which extensions are missing an assignment or dial string.
Screens
Screenshots from the product, not mock-ups.
Analytics
All calls
Peer and routing health
Where teams use it
Outbound sales
Reps work a lead list in Perfex and call with one click; every attempt lands on the lead's timeline.
Inbound support
The agent sees the customer's name and record as the phone rings, instead of asking for an account number.
Team oversight
Managers track answer rate and missed calls per agent without logging into the PBX.
Requirements and integrations
The setup guide lists every requirement and shows the exact configuration, so you can check compatibility before you buy.
- CRM
- Perfex CRM 3.x
- PHP
- 8.0 or newer
- Phone system
- Asterisk-based PBX (Asterisk, FreePBX, Issabel) with AMI or ARI reachable from the CRM server
- Real-time popups
- WebSocket process on the CRM server, or HTTP polling
- Interface languages
- English, German, French, Spanish, Italian, Portuguese, Turkish, Arabic, Persian
- Perfex CRM 3.x
- Asterisk AMI
- Asterisk ARI
- FreePBX
- Issabel
Delivery
Delivered as a Perfex CRM module package with an installation guide. It installs like any other Perfex module; we can assist with PBX connection settings.
Support
Installation guidance, PBX connection help and bug fixes by the engineers who build the module.
See how licensing and buying work, the software license and the refund policy.
Questions
Does PerfexVoIP include a softphone?
No. PerfexVoIP connects Perfex CRM to your existing PBX. Agents keep using the desk phones or softphones registered on that PBX; PerfexVoIP places the calls and tracks them.
Does it work with FreePBX and Issabel?
PerfexVoIP talks to Asterisk over AMI or ARI, which FreePBX and Issabel expose. Send us your PBX version before purchase and we'll confirm the setup.
Where are call recordings stored?
Recordings stay on your PBX. PerfexVoIP stores call details — time, direction, extension, status, duration and the matched record.
Which Perfex CRM versions are supported?
Perfex CRM 3.x on PHP 8.0 or newer.
Something not answered here? Ask us directly.
Need changes or a custom integration? Start a project
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