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The daily friction your team shouldn’t have to deal with

These are the problems teams tell us about before they connect 3CX to Perfex CRM.

Answering blind. A call comes in and your team member has no idea if it’s a key contact, an existing client, or a new enquiry—until they’ve already said hello.

Manual call logging is eating time. After every call, someone opens Perfex, finds the contact or ticket, and types up what was said. That's 5–10 minutes of admin per call, multiplied across your whole team, every day.

Constant tab-switching. Staff juggle the phone, Perfex CRM, email, and a notepad on every call. Every switch costs focus—and details fall through the cracks.

Call data invisible to management. You can't see how many calls are being made, which clients or projects are being followed up, or whether support commitments are being met—because the data lives in the phone system, not Perfex.

Key features of the Perfex CRM & 3CX integration

Every feature below works with 3CX—desk phones, 3CX Web Client, and the 3CX mobile app.

Automatic call logging

Every inbound and outbound call is automatically logged against the matching Perfex contact or client—timestamp, duration, direction, and outcome. No manual entry. No missed interactions.

Live screen pops on inbound calls

The moment a call arrives, Perfex opens the caller's record—showing their details, projects, support tickets, and activity. Your team knows who's calling and why before they say a word.

Click-to-call from any Perfex record

Dial any contact or client directly from their Perfex record with one click. No mis-dials, no copy-pasting—just click and the call connects through 3CX.

Caller identification for unknown numbers

When a call comes in from a number not yet in Perfex, your team is alerted. A new contact can be created on the fly—or the number enriched while still on the call.

Call recordings linked to Perfex

Recordings are attached to the call log in Perfex. Managers can review conversations, resolve disputes, and coach your team—all without leaving the CRM.

Task and follow-up creation

Create follow-up tasks, reminders, or callback notes in Perfex directly from a call—so nothing is left to memory and every commitment is tracked.

Missed call alerts with Perfex context

When a call is missed, your team gets an alert that includes the caller's Perfex record—so they know immediately who it was and whether a quick callback is needed.

Works across all offices and remote staff

Whether your team is in the office, at home, or on the move, the integration works the same via 3CX web client and mobile app. Screen pops and call logging follow the user, not the desk.

Built for every role in your team

From front-line staff to operations—screen pops, call logging, and click-to-call work the same for everyone.

Front-line staff

See contact and client context the moment the phone rings. Click to call from the contact record. Every call logged automatically—no post-call admin.

Team members who make calls

Instantly see whether an inbound call is from an existing client, a project contact, or a new enquiry—and what they're linked to in Perfex. Log calls and follow-ups without leaving the CRM.

Team leaders

Every call, client catch-up, and follow-up is logged against the right record. Missed calls are flagged with full Perfex context so nothing slips.

Operations & management

See call activity inside Perfex. Track who's being contacted, review recordings when needed, and measure team performance without chasing spreadsheets.

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Excellent

Trustpilot

"Before the integration, our team was spending the first few minutes of every call pulling up the right client or ticket in Perfex. Now the screen pop shows who's calling before we answer. Call logging is automatic. We've easily saved each person half an hour a day—and our client and project data in Perfex is finally in sync with our calls."

Operations Director, UK business

STATS

The business case in numbers

Based on typical results reported by teams after connecting 3CX to Perfex CRM.

Saved per call on manual Perfex logging

~10

MIN

Calls captured — no interaction missed

100

Typical setup time, no downtime

day

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How we set it up — from demo to go-live

We handle the full integration. You don't need an in-house developer or IT team.

Step 1

1. Discovery Call (30 min)

We review your 3CX setup, your Perfex modules (clients, projects, support), and the workflows you want to automate. We confirm compatibility and set a clear timeline.

Step 2

Integration & Configuration

We connect 3CX to Perfex and configure screen pops, call logging fields, click-to-call, contact sync, and any task-creation rules.

Step 3

Testing Across All Scenarios

We test inbound calls from known contacts, unknown numbers, missed calls, outbound calls, and remote/mobile—verifying every log entry in Perfex before sign-off.

Step 4

Team Training (1 hour)

We walk your team and managers through the new workflow. Most teams are confident within an hour. We provide a quick-reference guide for new starters.

Step 5

Ongoing Support

Our UK-based team is available after go-live. We monitor 3CX and Perfex for updates that could affect the integration and handle them before they become your problem.

What you need to get started

The prerequisites are minimal. We'll confirm everything on the discovery call.

3CX phone system (on-premises, cloud, or 3CX StartUP)
Perfex CRM installation with API or integration access
3CX Web Client or mobile app for click-to-call and screen pops (desk phones also supported)

Not yet on 3CX? We can supply and configure 3CX alongside the Perfex integration as a single project.

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Frequently asked questions

Frequently Asked Questions

Does Perfex CRM support phone system integration?

Yes. Perfex CRM can be connected to third-party phone systems like 3CX via custom integration. This enables real-time contact sync, call logging, screen pops, and click-to-call so every call is captured in your CRM.

Which phone systems work with Perfex CRM?

We specialise in connecting 3CX to Perfex CRM. 3CX is widely used by businesses of all kinds. If you use a different phone system, get in touch - we can assess custom integration options.

Which Perfex modules does the integration support?

The integration works with Perfex CRM's contacts, clients, projects, and support. Screen pops, call logging, and click-to-call can be linked to the record types you use so your whole team gets the same experience.

How long does setup take?

Most Perfex and 3CX integrations are live within one business day. We configure and test everything; you don't need to involve heavy IT resource.

Will existing Perfex data be affected?

No. The integration only adds new call log entries and activity. All existing Perfex records, contacts, and history stay exactly as they are.

Does it work for remote and mobile staff?

Yes. As long as your team uses 3CX's web client or mobile app, screen pops and call logging work the same for remote and on-the-go staff. The integration follows the user, not the desk.

What if we change phone systems later?

Your Perfex data and call history remain in Perfex. If you switch away from 3CX, we can discuss reconnecting a new phone system so you don't lose continuity.

Trusted by UK Businesses for 3cx Reapit Integration

Hear from our valued clients

Intouch Tech | intouchtech.co.uk - Trustscore 4.8

Testimonial 1

Testimonial 2

The service I receive from InTouch Communications is second to none and incredibly refreshing in an automated and impersonal world of ‘communication.’
George Ashley is one of the least pushy salesman I have ever dealt with. In the run up to winning our business he contacted me at regular but ‘non irritating’ intervals and was always patient allowing me to be ready to change providers. (Always a pain to set up).
Wrong.
This is a myth.
InTouch were brilliant and made the transition totally seamless.
George is on the button and ready to help in a heartbeat. Cannot recommend enough. Thank you, InTouch Communications.

Competitive and clear quote with helpful advice

Chris outlined a competitive and clear quote which was well-suited to our business requirements. We went with a company local to us for close proximity, but Intouch Tech would've been a strong option if they had had a base close to us. Chris also gave unbiased and constructive advice to help me avoid pitfalls and sense check the package features of the proposal we went for. Thank you Chris.

A Breath of Fresh Air

From first contact with Ross who understood our needs and perfectly tailored our final requirements, to delivered telephony, this company has been nothing other than exceptionally professional, pro-active and easy to liaise with. Kay has been prompt with documentation and Dave configured everything seamlessly. I wouldn't hesitate to recommend!

Ross and the team at Intouch have been

Ross and the team at Intouch have been fantastic. Very proactive and quick moving to get our site up and running. This has continued even after payment (not so for some), which is refreshing. All amends made quickly and initial design created by the team didn't need much input after supplying the initial brief. Highly recommend.

We truly found a gem in Intouch Tech

We truly found a gem in Intouch Tech Services. From the outset, Ross has led every aspect of our engagement with exceptional precision, ensuring that he and his team delivered exactly what was promised. They provide us with comprehensive IT support, equipping our staff with everything they need, from hardware to hands on assistance. Impressively, they designed and launched our website within a week, and we're incredibly grateful for their responsiveness and expertise. Ross and the team have consistently gone above and beyond to meet our needs, even extending their support to one of our closest partners. Their commitment and service have been outstanding!!

We've been using InTouch communications

We've been using in touch communications for about 10 years and I've been very pleased with their service. They've always been available at the other end of the phone and our account manager George has been amazing. He's helped us out with all of our communication needs. I would highly recommend in touch communications for any small business Looking for that extra support.

outstanding service!

Absolutely outstanding service from InTouch Communications! George went above and beyond to ensure everything was handled smoothly and efficiently. His professionalism, clear communication, and genuine care for the customer experience really stood out. The rest of the team were just as impressive – friendly, responsive, and incredibly helpful throughout the entire process. It's rare to come across a company that delivers such a high standard of service across the board. Highly recommend InTouch Communications to anyone looking for a reliable and supportive team!

Intouch Communications - OUTSTANDING!

Intouch Communications have been fantastic from start to finish. The team made the entire process simple and stress-free, guiding us through every step and tailoring solutions to our needs. Special thanks to their knowledgeable and friendly staff who were always quick to respond and happy to help. The transition to our new system was seamless, setup was efficient, and support has been second to none. Pricing was clear, competitive, and great value for the high level of service we received. Highly recommended for anyone looking for reliable, professional, and friendly telecom solutions.

Excellent service from the start

Excellent service from the start. The team are really approachable, easy to contact and efficient with any amendments that needed to be made following initial set up. Although Ross is our account manager, a big thank you to all the team for such a seamless transition.

Transfer to VOIP

Moving a non-tech company to VOIP system was always a worry. The support received from pre-sales, sales, installation team and post sales support at Intouch was exemplary. A very easy experience all round.

Chris could not have been more helpful

Chris could not have been more helpful, he gave me so much really useful advise and helped me make the right decision ‍I would recommend Chris and his company very highly

Super helpful

Super helpful, quick response times, friendly and provide a well rounded service. Chris is our account manager and he has been brilliant throughout the process finding solutions and giving valuable support throughout.

Great company

Great company, George is very helpful and always ready to assist with anything. I highly recommend them.

Great advice and very prompt

Great advice and very prompt response to any questions both over the phone and via email.

James and his team are brilliant

James and his team are brilliant. Have been dealing wit them for 8 years now and not a single reason to complain.

I am extremely happy with the service

I am extremely happy with the service and telephone system of this company. Their prices are really highly competitive, and they are always very responsive. I would highly recommend using Intouch Communications for any telephony needs of the business.

AMAZING!!!

Was extremely quick and easy but also very informative, special mention to Ross who gave us the best deal I was looking for. Support team is exceptional as well, Vitalis is always extremely helpful with any problems we have.

Chris from Intouch has been so helpful

Chris from Intouch has been so helpful throughout the process. Very knowledgable. I was going into this with no prior experience of setting up a telephone system and Chris provided helpful advise and went above any beyond. Highly recommend.

Company switch over

Moved from Daisy Communications who we were very disappointed with. I am so glad we changed to InTouch. From start to finish everyone helped with the switch over. Ross who was my initial contact was great. He explained everything clearly. The support team were quickly available to help with any issues with set up if they occurred. I am very happy with the phones and they are easy to use. Thanks Ross and your team!

Exemplary customer support

We took our time in researching and selecting the right provider for our new business phone system and ultimately selected InTouch for their clear and comprehensive pitch, value for money, and for generally being good to deal with. I'm pleased to say that this level of service continued and the support and communication we receive from them is outstanding. Inevitably, teething problems will arise when introducing a new system, but every enquiry has been responded to within the hour, if not immediately, and we have always been able to speak to someone on the phone right away. The InTouch team are endlessly helpful and entirely professional, and the 3CX system is working for us so far.

I can't thank Chris enough for his

I can't thank Chris enough for his professionalism and excellent customer service.�I reached out to InTouch Communications following our telephone lines going down and Chris quickly supported in terms of next steps etc (they are not our contracted IT support) and guided us to a resolution.‍He was on hand to send out an engineer if required and in fact, saved us a call out charge by following his suggestions over the phone. We are now looking at bringing InTouch onboard as our telephone and IT support due to a great experience.

InTouch Communications

Chris from InTouch Communications helped us navigate which product would be most suitable for our needs, listening and guiding us through the whole process. No question or request was a bother to the company and their support is second to none. The whole project has been well managed and at a price that was very competitive with other companies, would definitely recommend!

Excellent service

We made the move from business mobiles to Intouch voip phones earlier this year. This is something we were initially quite worried about doing.This has made such a difference to our PA business, with everyone with headsets handsfree so they can multitask, they can make internal calls easily and we can divert easily at times of sickness or annual leave. We can also monitor the number of calls per line which is amazing!Chris spoke through the options clearly, he then listened to what we needed and built our bespoke phone line package!Vitalis is our support and he responds at super speed and is always helpful and knowledgeable. Nothing is ever too much trouble for him.Thank you guys!

We recently changed VOIP provider to

We recently changed VOIP provider to Intouch, Chris Knight was the reason we chose Intouch, I had researched a few providers and Intouch was by far the best, Chris guided me through all the options and the transfer went without a hitch and the after sales support is first class, highly recommend Cgris and his team.

Great customer service

Great customer service, very reactive and excellent communication from Ross and George.

We had a fantastic experience with Intouch Communications

We had a fantastic experience with Intouch Communications! Their service was excellent from start to finish. The installation was quick and seamless, and they provided support every step of the way. Our account manager, Chris Knight, was especially helpful—he kept us informed, answered all our questions, and made sure we understood everything. We even received a follow-up call to check that everything was working smoothly. Highly recommend Intouch for their professional service and attentive team!"

Great company and team

We recently switched over from another provider that after time became complacent with customer support focus yet continuously raised our bill every month with no explanation.Ever since switching to InTouch communications, all my queries and issues are dealt with immediately, they are happy to help every time I call and have provided us with an amazing package with no hidden costs which I really appreciate.The company are very personable and hands on, where you deal with real people and you feel confident that they are there to help. Special shoutout to our great account manager Chris who has been so helpful and gone the extra mile to ensure we are receiving an amazing service with a charming smile. I have spoken to a lot of the team and all of them have been great too, shoutout to Benji, Mark, Joe and Amy. Looking forward to continue working with you all.

IP Telephony made easy

Our experience with the team at InTouch has been excellent. They are very hands on and if you have an issue, they will intervene and fix it or help you to fix it. A huge thank you to George, Ross and Amy for being great professionals and giving us a great experience.

I cannot fault a thing! Outstanding service throughout.

I had the utmost pleasure of dealing with Sales Exec - Chris Knight. From our first initial conversation and within a couple of minutes, I was able to identify how well Chris' knowledge is for the products and services they offer at Intouch and overall felt confident with how he handled my endless amount of questions and worries. Chris is very personable, understanding and we had a few laughs along the way. I considered various factors which are important to our business and the wider team- the cost, the support, the onboarding and overall how easy is the tech/software to use. They have succeeded in every aspect and every employee I had the joy of dealing with (Chris, Amy, Benji, Vitalis and George) provided an outstanding service throughout. Our softphones are live and going swimmingly! We are in the process of setting up our Leased Line with them too. I did not hesitate reaching out again for our business mobiles as everything has been exceptional. I cannot fault a thing and they completely made my job stress free.

Soon after my enquiry I was left feeling confident.

Soon after my enquiry, I had an immediate response from Chris Knight from InTouch Comms..As soon as he spoke, he instilled confidence in me. His manner is wonderful, his knowledge and expertise was outstanding and extremely helpful... Very nice man indeed!

Excellent service, great people

Our experience with InTouch has been superb from the very beginning and we're very glad to be onboard with them! Huge shoutout to some key members of the team (Chris, Joe, Amy & Nikki) who have supported us throughout the implementation of our new system. Such friendly, honest and genuine people! When looking for a new provider, they were the only ones not just trying to push a sale, but actually wanted to connect with us and be completely transparent. They have made the transition from our previous supplier super smooth & easy, not to mention how much of an improvement the software is!! Thank you to all at InTouch, you're doing great work!

Great service

I was super impressed with the turn around of a query I made. Thank you again to Vitalis.

Happy New Customer

I am a new customer, I had been in contact with Chris for a while whilst I got quotes from other companies. I chose Intouch as there was no heavy discount which others were using. Joe had me set up in minutes, tested the line and made sure I had a grasp of the app before letting me get on with my day.

Excellent Service!

We've recently signed up with George and the team at Intouch Communications and both the products and service have surpassed our expectations. Harry in support is always available to help when needed and has been professional from start to finish.

Highly Recommend

We were in need of a quick set up with no fuss and thats exactly what we got. Great sales service and quick to respond and chase us.

We recently moved provider to Intouch

We recently moved provider to Intouch Communication and have been extremely happy with the service provided. Intouch are always available to chat and assist and are very helpful when setting up a system. They are efficient and guide you through every step in the process. I cannot recommend them highly enough. Long may it continue.

Great Service

I have worked with George for a number of years now. I have always found him pleasant to deal with and have built up a great working relationship with him. Anything i have ever requested he has helped/obliged with and i look forward to continuing the relationship with him. George is an asset to the organisation.

Pleasure to do business with

Pleasure to do business with. The whole team actually listened to what our needs were and therefore solved issues I’ve had with every other system we have used. We now have a system tailored to our needs at a very reasonable price. FIVE STARS

The service I receive from InTouch…

The service I receive from InTouch Communications is second to none and incredibly refreshing in an automated and impersonal world of ‘communication.’ George Ashley is one of the least pushy salesman I have ever dealt with. In the run up to winning our business he contacted me at regular but ‘non irritating’ intervals and was always patient allowing me to be ready to change providers. (Always a pain to set up). Wrong. This is a myth. InTouch were brilliant and made the transition totally seamless. George is on the button and ready to help in a heartbeat. Cannot recommend enough. Thank you, InTouch Communications.

Intouch have been a great company to…

Intouch have been a great company to deal with. All of the staff are friendly, professional, highly knowledgeable and very helpful. They understand that the industry is complicated and explain everything clearly, in plain English, which was very much appreciated, especially having dealt with previous companies who use a lot of jargon and acronyms! I wouldn't hesitate to recommend them to anybody else.

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Perfex CRM & 3CX Integration: Every Call Logged, Every Contact Known