Notice: This isn’t a standalone module. It requires the Perfex CRM software, which will be bought here.
FexCall AI – Superior Voice Assistant & Marketing campaign Automation for Perfex CRM
FexCall AI is a complete voice automation module that transforms the way you handle leads and buyer communications in Perfex CRM. With highly effective integrations to Twilio, Vapi.ai, and Bland.ai, it allows your gross sales and help groups to automate telephone calls, run bulk voice campaigns, and convert leads extra successfully utilizing clever AI assistants.
⚠️ Vital Function Availability Discover
Superior options are presently provider-specific:
- Vapi.ai: Full function set together with Information Base administration, Automated Marketing campaign system, Lead Qualification & Scoring, File Add performance
- Bland.ai: Fundamental AI calling performance. Information Base, Marketing campaign administration, and Lead Qualification options will likely be added in future updates
Suggestion: For full performance, we suggest utilizing Vapi.ai till Bland.ai function parity is achieved.
Core Options:
- Outbound Name Campaigns: Add CSV information with a whole bunch or 1000’s of contacts and launch automated AI voice campaigns to achieve prospects at scale (Vapi.ai solely)
- Good Information Base: Add firm paperwork, FAQs, and product info that your AI assistant can reference throughout requires correct responses (Vapi.ai solely)
- Guide AI Calls: Make particular person AI calls to particular leads with customized directions straight from lead profiles (Each platforms)
- Marketing campaign Administration: Create, schedule, and monitor bulk calling campaigns with real-time progress monitoring and detailed statistics (Vapi.ai solely)
- Lead Qualification: AI assistants can consider and rating leads routinely based mostly on dialog outcomes and customized standards (Vapi.ai solely)
- Inbound & Outbound Calls: Deal with each incoming buyer calls and outbound gross sales calls utilizing sensible AI assistants (Each platforms)
- Name Analytics: View detailed name logs, transcripts, recordings, and efficiency metrics for each dialog (Each platforms)
- Comply with-Up Automation: Robotically set off follow-up calls when leads attain particular statuses in your gross sales pipeline (Each platforms)
- Lead Standing Automation: Robotically replace lead statuses after calls are accomplished based mostly on dialog outcomes (Each platforms)
- Voice Platform Alternative: Select between Vapi.ai and Bland.ai platforms based mostly in your preferences and necessities
Marketing campaign Administration System (Vapi.ai Solely):
- CSV Import: Add contact lists with names, telephone numbers, emails, corporations, and customized notes for personalised campaigns
- Marketing campaign Scheduling: Schedule campaigns to run instantly or at particular future dates and occasions
- Progress Monitoring: Observe marketing campaign progress with real-time statistics exhibiting accomplished, pending, and failed calls
- Customized Messages: Set particular greeting messages and dialog targets for every marketing campaign
- Retry Logic: Configure what number of occasions the system ought to try to achieve every contact
- Marketing campaign Stories: View complete experiences exhibiting marketing campaign efficiency, success charges, and lead technology outcomes
Information Base Integration (Vapi.ai Solely):
- Doc Add: Add PDF information, Phrase paperwork, textual content information, and different codecs containing your enterprise info
- Good Responses: AI assistants entry uploaded information to offer correct solutions about your merchandise, providers, and insurance policies
- Marketing campaign-Particular Information: Assign completely different information bases to completely different campaigns for focused conversations
- Straightforward Administration: Easy interface to add, set up, edit, and delete information base information
Superior Name Analytics:
- Name Success Scoring: AI routinely evaluates name success based mostly in your customized standards and dialog outcomes
- Detailed Transcripts: Full word-for-word transcripts of each dialog with AI evaluation
- Efficiency Metrics: Observe name length, success charges, lead conversion charges, and marketing campaign effectiveness
- Recording Playback: Take heed to name recordings straight from the dashboard for high quality monitoring
- Lead Technology Monitoring: Robotically create new leads from inbound calls with captured info
- Complete Name Logs: Enhanced 14-column name logs desk with detailed filtering, sorting, and search capabilities
- Actual-time Statistics: Reside marketing campaign progress monitoring with correct completion percentages and visible progress indicators
- Enhanced Reporting: Improved marketing campaign statistics with success charges, common name length, and value evaluation
- Export Information: Export name logs and marketing campaign outcomes for exterior reporting and evaluation
Actual-World Use Circumstances:
- Gross sales Prospecting: Add an inventory of 1000 prospects and launch an AI marketing campaign to introduce your providers and schedule demos
- Buyer Help: AI assistants reply incoming calls utilizing your information base to resolve widespread questions and create help tickets
- Lead Comply with-Up: Robotically name leads who requested info to qualify their wants and schedule gross sales conferences
- Appointment Reminders: Ship automated voice reminders for upcoming appointments, consultations, or demos
- Buyer Surveys: Run campaigns to assemble suggestions from current prospects about your services or products
- Occasion Invites: Name buyer lists to ask them to webinars, product launches, or particular occasions
- Cost Reminders: Politely remind prospects about overdue invoices or upcoming cost deadlines
AI Assistant Configuration:
- Customized Persona: Outline your AI assistant’s tone, persona, and communication type to match your model
- Voice Choice: Select from numerous skilled voices or use customized voice choices
- Dialog Targets: Set particular goals for every sort of name (lead qualification, appointment scheduling, info gathering)
- Good Responses: AI assistants perceive context and supply related responses based mostly on the dialog stream
- Name Switch: Configure when and the way calls needs to be transferred to human brokers
How It Works:
- Set up & Setup: Add and activate the module from SETUP > MODULES in your Perfex CRM dashboard
- Join Voice Platform: Arrange your Twilio account and select between Vapi.ai or Bland.ai in SETUP > SETTINGS > FexCall AI
- Add Information (Vapi.ai solely): Add your organization paperwork, FAQs, and product info to create sensible information bases
- Create Campaigns (Vapi.ai solely): Add CSV information with contact lists and configure marketing campaign settings and AI conduct
- Launch & Monitor: Begin your campaigns (Vapi.ai) or make handbook calls (each platforms) and monitor progress by way of the excellent dashboard
- Analyze Outcomes: Overview name logs, transcripts, and efficiency experiences to optimize future campaigns
Screenshots:
FexCall AI Settings Tab
Twilio Configuration & Lead Standing/Supply Configuration
Bland.AI Configuration with Voice and Information Base Choices
Vapi.AI Setup with Superior AI Assistant Configuration
Marketing campaign Creation Interface with CSV Add and Scheduling Choices
Marketing campaign view with name logs
Lead Profile Exhibiting Name Historical past and Guide Name Choices
Complete Name Logs with Filtering and Export Choices
Detailed Name Evaluation with Transcripts and Success Scoring
What’s Included:
- Full FexCall AI Module for Perfex CRM
- Marketing campaign Administration Dashboard
- Information Base Add System
- Complete Name Analytics
- Step-by-Step Set up Information
- CSV Import Templates
- Free Updates and Help
Steady Enhancements:
We often replace FexCall AI with new options and enhancements based mostly on person suggestions and advancing AI know-how. Current updates embrace enhanced marketing campaign administration, information base integration, and improved name analytics.
Demo Entry:
https://demo.myperfexcrm.com/admin
E mail: [email protected]
Password: 12345678
Model Historical past:
Model 1.4.0 – Newest Replace (January 2025)
- [NEW] Enhanced Marketing campaign Database Construction – Added devoted campaign_id column for higher efficiency
- [NEW] Complete Name Logs Desk – 14-column detailed view matching most important name logs performance
- [NEW] Superior Progress Monitoring – Actual-time marketing campaign statistics with visible progress indicators
- [NEW] Customized CSS Courses – Module-specific styling to stop conflicts with different parts
- [IMPROVEMENT] Streamlined Marketing campaign View – Direct content material show with out modal popups
- [IMPROVEMENT] Enhanced Information Validation – Complete sort checking and error prevention
- [IMPROVEMENT] PHP 8.1+ Compatibility – Mounted deprecation warnings and improved compatibility
- [IMPROVEMENT] Higher Error Dealing with – Extra sturdy webhook processing and API error restoration
- [IMPROVEMENT] Migration Help – Automated knowledge migration scripts for seamless updates
Model 1.3.3 – June 27, 2025
- [IMPROVEMENT] Enhanced system stability and efficiency
- [IMPROVEMENT] Higher API key validation to stop configuration errors
- [FIX] Resolved database connectivity points
- [FIX] Mounted settings web page loading errors
Model 1.0.0 – Preliminary Launch
- [NEW] Inbound & Outbound Name Administration
- [NEW] Devoted Name Logs with Full Historical past
- [NEW] Name Historical past in Lead Profiles
- [NEW] Automated Comply with-Up System
- [NEW] Lead Standing Automation
- [NEW] Lead Supply Project
- [NEW] Multi-Platform Voice Integration
- [NEW] Customized AI Prompts and Conduct
- [NEW] Straightforward Setup and Configuration
Able to revolutionize your lead administration with AI-powered voice automation? Set up FexCall AI at this time and remodel how your crew handles telephone calls, manages leads, and converts prospects into prospects.
