Expand your capabilities by integrating Planfix and CallGear! Use virtual telephony for effective customer communication, and keep all data about your calls in Planfix.
Call customers directly from Planfix. The system automatically displays the customer card for incoming calls or creates a new one when the customer contacts you for the first time!
Edit and add customer data directly from the call. Planfix automatically adds the responsible manager to the customer card, creates a task for working with the customer, and adds the call recording!
With the integration, you can create reports on calls by employees or contacts, review the call recordings directly from the PBX, track missed calls, and much more!
The integration simplifies and automates your work with virtual telephony. You get an easy and convenient way to track and control call data. Integrate Planfix and CallGear to make your team's work more comfortable!
PLANFIX Ai
Voice memos and audio recordings? Planfix AI transcribes them into text with a single click. It understands multiple languages, separates the speakers’ dialogs and saves everything directly in your tasks or customer cards.
PLANFIX Ai
Forget listening to calls. Planfix AI analyzes them for tone of voice, mood, keywords, and errors. Then it summarizes everything and saves it in a report or customer card for easy access.