CallGear Integration Planfix CRM and Project Management System

CallGear Integration

Expand your capabilities by integrating Planfix and CallGear! Use virtual telephony for effective customer communication, and keep all data about your calls in Planfix.

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calls customer cards monitoring what you will get
Calls — CallGear Integration


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!

Customer Cards — CallGear Integration

Customer Cards

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!

Monitoring — CallGear Integration


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!

What You Will Get — CallGear Integration

What You Will Get

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!

The Planfix telephony API for even more handy tools!

Use all of Planfix's features for 14 days, completely free of charge

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