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PerfectView
Software integration

PerfectView

Connect your PerfectView CRM to Cloud Group's cloud telephony and give your team the right customer context on every call.

What is PerfectView?

PerfectView is a Dutch CRM platform that lets organisations manage their relations, sales and customer contacts in one central place. Many companies in the Low Countries use PerfectView to structure their commercial follow-up and keep their customer relationships organised.

By connecting PerfectView to Cloud Group's cloud telephony, you bring your telephony and your relationship management together in one place. Your staff see who is calling before they pick up, can dial out straight from PerfectView, and never have to note conversations twice. You save time on every customer interaction and give each caller a smooth, personal follow-up.

What does this integration deliver?

Caller recognised instantly

Incoming numbers are matched to your PerfectView relations, so you know who is calling and the history behind it before you even pick up.

Dial from your relationship management

Start calls directly from a PerfectView record. No more retyping numbers and faster switching between customers.

Conversations logged automatically

Every phone call is logged against the right relation, so your file always stays complete and up to date.

Request this integration

Contact your account manager to activate PerfectView for your organization.

Schedule a call