52 comments found.
Hello , I have Yeastar P560 PBX , also Perfec CRM, If i purchase your Module Can you guied Me to make the integration between Vapi and Yeastar and Perfex fexcall..??
We can definitely help you set up FexCall with Perfex CRM and Vapi. However, we’re not fully sure what kind of assistance you need with the Yeastar PBX, could you please clarify that?
I see from reading the comments that the AI can be configured to transfer a call to a live person. How would it be transferred and does it stop the minutes being used by AI and Twilio once it is transferred. My thoughts are to make a quick qualifier to have them reply to and either remove them from the list of calls or have them transferred to a live sales rep to discuss further. The AI is expensive per minute.
Hi @d1git,
Once the call is transferred to a real person, the AI session ends, so you’re no longer billed for AI usage. At that point, it’s just a regular call.
Hi i have just emailed – support@myperfexcrm-help.freshdesk.com
I have installed and done all the setup in documentation but when i click the Ai Campaign Menu option on the sidebar menu it isnt opening im getting a 500 error, im not able to run the cron job manually either i have setup the auto running of the cron job, but auto wasnt working so tried to do it manually but got a 500 error there too, please help out
Hi, thanks for your message. We’ve checked your setup via the details you shared over email and the issue has now been resolved. Please test it on your CRM and make sure to keep a backup of the fixed files.
If you face any further issues, feel free to reach out to us at support@myperfexcrm-help.freshdesk.com.
Yes thank you so much for the prompt support!
Can it make auto-dialer calls without AI integration?
Hi, thanks for your question!
Currently, the module is designed to work with AI integration (Vapi.ai / Bland.ai) for handling outbound and inbound calls. Auto-dialer functionality without AI is not supported at the moment. However, we’re continuously improving the module, and we’ll consider adding this as a future enhancement based on demand.
does this support calls with websdk ?
Hi, can you elaborate a little more? I didn’t quite get your question. I understand what websdk is but I’m not sure what feature you’re expecting from that.
I recently purchased your plugin. I noticed that the product name has been changed from LeadPilot to FexCall. May I know where we can check the update log for this change? Also, I tried opening a support ticket but wasn’t able to access it. Could you please advise?
Hi, thanks for your purchase! Yes, the product was renamed from LeadPilot to FexCall due to trademark reasons, but all features remain the same. You can check the changelog on the item page, and for support just email us at support@myperfexcrm-help.freshdesk.com
Thanks for the response. However, your changelog date is not updated and displays Version 1.4.0 – Latest Update (January 2025)? 
We will improve the changelog with our upcoming release soon.
i need help how to configrued twillo webhook url in twilio console
what url i can put in twilio webhook settings
- 2. VAPI AI Inbound Calls Webhook
Example 1: https://yourdomain.com/admin/ai_lead_manager/webhooks/vapi_ai_inbound
3. VAPI AI Campaign Calls Webhook
Example 2 https://yourdomain.com/admin/ai_lead_manager/webhooks/vapi_ai_campaignHi @jnoboa,
You don’t need to manually configure Twilio webhooks. The integration works automatically through the VAPI configuration. All you need to do is configure the module properly with the necessary Twilio and VAPI details, and everything will be set up automatically.
Does it support Arabic language calls?
Yes it supports Arabic language too.
Would the Extended License work in a SaaS environment?
Hi @bawd,
You don’t need an Extended License for this, the module will work with the SaaS module as well. The key part is the configuration, which is important to ensure it runs properly for your tenants.
If you’d like us to help you with the setup, feel free to email us at support@myperfexcrm-help.freshdesk.com
Can you add please SIP TRUNK functionality for import numbers to Vapi? (Is available by the VAPI API)
Hi @adriaverroes,
Thank you for your suggestion! We’re aware of the SIP Trunk functionality available through the VAPI API, and we agree it would be a valuable addition for users who want to import numbers directly.
This feature isn’t available in the current release, but we’ve added it to our development roadmap for future updates.
Can you update your demo website? and changelog
Sure, both will be updated soon.
Thanks
Okay, I’ll wait.
How is going? Any updates?
Hi, the demo is already live, you can test it anytime. Please let us know if you face any issues accessing it.
Item Purchase Code NOT working to activate item OR to register for support?
“Purchase key is not valid”
Hi, thanks for purchasing the module and sorry for the inconvenience.
Please send your purchase key along with the login credentials to your crm to investigate it further at support@myperfexcrm-help.freshdesk.com and our support team will get on it promptly.
Hi, after reviewing the module, I see that the current integration with vapi.ai, bland.ai, and Twilio is quite limited in its real scope. Using vapi as an example, this tool already offers a full suite for inbound and outbound calls, but in your module the usage seems restricted to a very basic flow, without fully leveraging its potential to truly automate sales processes between platforms.
Key points:
- Limited agent context: Using a single prompt for both inbound and outbound calls reduces personalization. Companies with multiple products or services need to adapt the script and context depending on the call type or customer category.
- Mass outreach vs. registered leads: Many companies that want this type of integration aim to make mass calls to ICPs (Ideal Customer Profiles) that are not yet in the system. If an appointment is scheduled, then it can be registered as a lead, but the current flow doesn’t handle this efficiently.
- Current module reach: As it stands, it only covers a few use cases and doesn’t scale well for mass sales campaigns. This limits its real value for most potential users.
Recommendation to enhance the module:
- Expand prospect management: Clone the “Leads” module and allow bulk upload of ICP lists. Let the AI filter the most promising ones and automatically register them as leads.
- Categories and personalized agents: Allow creating ICP categories and assign personalized AI agent configurations for each, with separate inbound and outbound prompts.
- Reports and metrics: Add call, conversion, and segmentation reports to provide tangible value.
- Build the business model inside Perfex: Integrate into the platform what these external tools already do, but in an automated and centralized way. That would be a real differentiator.
Note on pricing:
Perfex CRM is mainly aimed at small businesses. Pricing a module higher than the system itself — and requiring external subscriptions — can create an unnecessary entry barrier, especially if the value isn’t clear upfront. This reduces your long-term customer base potential.In short, you have a great opportunity here to build a truly useful and scalable module. You just need to unlock the functionality and not limit it to a basic state flow.
Hi @luismatosluna,
Thank you for taking the time to share such a detailed and thoughtful review. I truly appreciate the constructive feedback, it’s clear you’ve put effort into analyzing the module’s current scope and identifying potential growth areas.
You’ve raised some excellent points about:
Expanding inbound/outbound prompt flexibility to improve personalization.
Supporting bulk ICP uploads and mass outreach before lead registration.
Adding categories, tailored AI agent setups, and detailed reporting.
Increasing automation within Perfex to reduce reliance on external manual steps.
These are all valuable suggestions that align with my vision for the module’s future. Some of the items you’ve mentioned are already in my development roadmap, while others will be considered for upcoming releases to ensure the module can serve both small businesses and more advanced sales operations.
Regarding pricing, I understand your point. My aim has always been to balance fair value with sustainability for continued updates, but I’ll be re-evaluating how to make the module more accessible without compromising quality.
Your feedback helps shape the evolution of LeadPilot, and I’m committed to making it more robust, flexible, and scalable. I’ll share updates in the “Changelog” section as new features roll out.
Thanks again for your detailed input, it’s exactly the kind of community insight that helps me deliver a better product for everyone.
1, Is this also have capability to do manual call for staff so staff can do client to call and all conversation and report will be stored lead wise?
2, also if manual call there then is that have capability for power dialer?
3, IS this have call watching / supervise / call monitor feature?
4, Is this have campaign management?
Hi @affraz,
Thanks for your detailed questions! Here’s a quick breakdown:
Manual Calling by Staff: The current version is focused on AI-driven inbound and outbound calls. Manual staff-initiated calls are not yet built-in, but this feature can be added through custom development, with full call logging per lead.
Power Dialer Support: Power dialing isn’t included by default, but we can offer it as a custom feature if needed.
Call Monitoring / Supervision: Live call monitoring is not supported at the moment. However, all AI-managed call logs and summaries are stored and linked to each lead for review.
Campaign Management: Good news, AI campaign management is already in development and will be included in an upcoming release. This will allow you to schedule and automate outbound AI calls to leads in bulk, with custom prompts and trigger settings.
Can you please add automatic email notification to staff members? So they do not have to login, so they get all call logs and details instantly after the call conversion is over, so this way they can stay updated.
Hi there, and thanks for the great suggestion!
That’s definitely a good idea. However, instead of sending email notifications, which might quickly fill up inboxes, we’re considering triggering instant notifications via the bell icon (top-right corner) within the dashboard. This way, staff can stay informed without being overwhelmed by emails.
Also, we’re excited to share that a powerful new feature is on the way: Outbound Call Campaigns. You’ll be able to create campaigns for any product, service, or purpose, upload your contact list, and the system will automatically start calling those contacts. All call data will be recorded in the CRM, and each campaign can have its own assistant prompts, settings, and even a dedicated knowledge base.
Stay tuned, lots of exciting and super useful features are coming soon!
it’s amazing! Can’t wait for this features! Email daily or Weekly would be helpful to see overall performance, because many admins do not login to Perfex daily, and they don’t feel the value of the module unless they get reports to their email.
Hi,
I want to know that how user can call AI and is any interface build there. And is any interface there to chat customer with AI. This interface is Admin interface, and Customer cannot login into this panel directly.
Hi,
Thanks for your message!
We weren’t entirely sure what you meant in your question, but just to clarify.
Yes, the module includes an AI inbound call assistant to handle incoming calls to a configured number, and an outbound call assistant that can make calls from a given number. These are voice-based, there’s no chat interface with the AI.
Also, the interface is designed strictly for admins. Customers cannot log in or access any part of the panel, and they do not have access to call logs.
Hope this answers your question! Feel free to reach out again if you need more details.
Hi Guys. Could you kindly expand your documentation to talk about webhooks for example and how things connect together. This how to is very thin at the moment.
Kindly be a bit more specific and add the fine print details for this setup to work!
Basically: I added Twilio and Bland…. but even changing the lead statuses nothing really happens.
Best
Hi, thank you for purchasing the item.
Could you please double-check if the correct lead status is selected as the trigger in the module settings? That’s a common reason why calls don’t trigger after status changes.
If everything looks set up and it’s still not working, feel free to email us at support@myperfexcrm-help.freshdesk.com with your details, we’ll help you get it sorted promptly.
Regards
I got the lsit of 100 leads, how can I uplaod them to perfex and start the campaign to make a call to them on the right time (they are in North America), is it possible to launch call campaigns and then send them sms after it, it would help me to get more leads to my platform. Outbound cold calling with follow up sms option.
Hi, currently outbound calls are triggered manually by updating a lead’s status to a specific value, which then initiates the calls. That said, this is a great feature suggestion, and we’re happy to include it in our upcoming updates to this module.
That’s so much I can’t wait to have massive could outreach, usually i made a call and then send SMS, it takes so much time, please ping me once you implement cold outreach to leads’ lists, it will help small companies to automate their cold calling pitches.
Sure, we will let you know as soon as it’s added to the module.
Thanks again for showing your interest.
Thanks so much, can’t wait for this feature! It needed by many Perfex users to make cold calling and improve sales process!
Can you please update your demo. Also your changelog (it seems not mention any news regarding campaigns etc, also it shows January instead of August 2025)
Does the Bland tab also have options like the Vapi one? Such as temperature voice selection, kb etc?
Thanks for you interest.
Currently Bland integration doesn’t have these detailed features but they are being added in the upcoming versions of the module.
Thank you for your reply, I thought it could have been a mistake with the demo as there is a picture that shows this on the product page. https://camo.envatousercontent.com/fe025c96700bff33a343646769403d387980d07a/68747470733a2f2f696d6167697a65722e696d616765736861636b2e636f6d2f696d673932332f373930352f44724a65546d2e706e67
Any timeline for this update? I really would like to purchase the product but I need it for Bland.
Ah sorry for the confusion, the temperature and voice selection settings are fully functional however, Bland and vapi has recently updated their KB apis and we are working on the new update to fix the compatibility and expected to be released in next one to two weeks.
Having said that, you can still make KB functional by directly attaching the docs in the Vapi or Bland dashboard to the assistants.
Error click to tab setting. Screenshot: https://ibb.co/zhvKBzrv
Hi, Please send us an email at support@myperfexcrm-help.freshdesk.com with your purchase key and the CRM login details to investigate the error.
We might have to enable the debugging mode but CRM details will be enough for now.
No, this is error for your demo site.
I check your demo site before buy item.
Hi, sorry about that. The demo has been fixed.
Yeah, I’ll wait for an update to fix the bugs at CodeCanyon.
The current version on CodeCanyon is the stable version of the module. The version we have for demo is slightly different as we disable the settings to avoid server breakdowns and that caused the bug.
