Receive a trigger
Start with a website enquiry, CRM update or connected system event.
One connected platform
Perfecto Workflows
Connect calls, messages and email around one trigger. Carry the same information through every step, branch by your business rules and keep a clear record of the result.
From trigger to outcome, in one flow.
Calls, SMS and email orchestrated from one trigger.
Speak to salesHow it connects
Choose the path
Branch using the request, business hours and the rules your team defines.
Connect the channels
Call, text and email with shared details throughout the sequence.
Review the run
Trace completed steps, outcomes and exceptions in the workflow record.
Built around your business.
Connected triggers
Start an agreed sequence from forms, CRM events and webhooks.
Shared variables
Carry names, requests and relevant context through the flow.
Business-rule branches
Choose a different next step based on live details or operating hours.
Voice, SMS and email
Coordinate follow-ups instead of running three disconnected processes.
Testing before launch
Review your paths and example inputs before enabling a live workflow.
Visible outcomes
Inspect what happened and where a person needs to take over.
Common questions
Explore the platform
Put Perfecto on the line