Track lead activity from a single place in PrefexCRM

Our business concept is focused on improving and streamlining communication for businesses using Perfex CRM by integrating it with RingCentral's telephony and communication services. This integration empowers users to manage their call logs seamlessly within the CRM system, ensuring that all calls made to or from a specific lead are automatically displayed in the respective lead's profile.

With the Perfex CRM RingCentral Integration, businesses can efficiently track and manage their calls, keeping all communication history in one place. This not only enhances productivity by reducing the need for manual call log updates but also helps businesses to maintain a comprehensive and up-to-date understanding of their leads' communication history, allowing for more personalized and effective interactions.

Key features of this integration include:

1. Automatic synchronization of call logs between RingCentral and Perfex CRM
2. Display of all inbound and outbound calls made to or from a lead within their CRM profile
3. Improved productivity by eliminating manual call log updates
4. Consolidated communication history for enhanced lead management and personalized interactions