Answers about CallPerfect

CallPerfect is a business phone system for growing businesses. It brings business calling, call routing, voicemail, business texting, call recording and everyday admin controls together in one system, without the complexity of an enterprise phone platform.

CallPerfect is built for growing US businesses that need a real phone system without an IT department to run it. It suits small law offices, clinics and private practices, private and charter schools, and local service businesses. If your requirements are larger, talk to our sales team.

New numbers route immediately. Porting an existing number and SMS registration take longer because they depend on your current carrier or carrier registration approval.

No IT department is required for most everyday changes. The admin portal is built so authorized office admins can add users, change call flows, update IVRs and ring groups, manage voicemail, and pull call records without opening a support ticket for routine changes.

Yes. CallPerfect supports port-in for eligible US and Canada numbers. There is no port-in fee.

Every account includes one main business number. Every paid user has one included direct local number.

Extra local numbers are $4.99 per number per month. Toll-free numbers are also $4.99 per number per month. See plans and pricing.

Port-in is support-assisted. CallPerfect helps prepare the setup, and the current carrier process controls the porting timeline. Simple setups may be prepared before the port completes, but the actual port date depends on carrier approval and cutover timing. Most ports complete within a few weeks.

Yes. Port-out is supported for eligible US and Canada numbers. CallPerfect does not charge a porting fee. Start the port-out with your new provider before you cancel your CallPerfect account, and keep your CallPerfect account active until the transfer is complete. Porting out does not cancel your CallPerfect account by itself: if you are leaving completely, finish the port-out first, then cancel under the normal cancellation process. Your current provider may still require account verification, active service, payment of outstanding balances, or other cancellation-related charges.

Yes. Outbound caller ID name (CNAM) is included for normal local numbers. CallPerfect gives admins tools to manage outbound caller ID settings. The name and number shown on the person’s phone depend on their carrier and device. A business name can take time to appear on all networks.

Yes. E911 is included. CallPerfect provides 911 calling over the internet. It works only when you keep your registered service address up to date, and only when you have power and an internet connection. It is not the same as traditional landline 911. You are responsible for keeping each address current, including for mobile and app users who move between locations.

Toll-free is for US and Canada inbound calls. International calls to US toll-free numbers may not connect. Availability depends on routing. International callers may be charged by their carrier.

Yes. Business texting is included on every plan, on eligible US local CallPerfect numbers. SMS requires registration and approval.

Use SMS for customer replies and conversations, manually sent appointment reminders, missed-call follow-up, confirmations, service or status updates, and customer support messages. Automated appointment-reminder campaigns are not supported.

Standard includes 100 SMS units per user per month, pooled across the account. Premium includes 250 SMS units per user per month, pooled across the account. See plans and pricing.

One normal short text usually uses 1 SMS unit. Long texts may use 2 or more SMS units. One MMS uses 2 SMS units. Emojis, accented characters, special characters, and non-English text may increase the number of SMS units used. Sending the same text to multiple recipients uses SMS units for each recipient. The interface shows the estimated SMS unit count before sending where available.

Yes. When your included SMS units run out, you can buy more. Top-ups are bought for the whole account and shared across it, they expire 30 days after purchase, and they do not roll over. See the Pricing page for the current top-up amounts and prices.

Your business is responsible for getting and keeping any required permission before texting your customers. CallPerfect provides texting tools, registration support, and automatic handling for STOP, HELP, and START. The legal responsibility for consent and content stays with you.

Yes. When a recipient replies STOP, CallPerfect blocks your outbound messages to that number until they reply START. HELP triggers a standard reply. These messages are processed automatically. They continue to be processed even when your SMS pool is empty.

No. Bulk texting, SMS marketing campaigns, promotional blasts, drip campaigns, cold outreach, political messaging, and high-volume automated messaging are not supported. Some message types and industries are not supported. See the SMS Acceptable Use Policy.

Standard SMS service is for eligible US local numbers. Toll-free SMS, Canada SMS, and international SMS are not part of the standard SMS service. Toll-free SMS may require separate review, approval, compliance handling, and pricing.

Businesses in healthcare, education, finance, legal, or other regulated industries may have additional texting requirements. CallPerfect provides texting tools, registration support, and opt-out controls. Your business is responsible for confirming how those rules apply to your communications.

SMS activation is not instant. Registrations go through a carrier review process, and timing depends on the registration details and the carrier or registry review. CallPerfect will keep you updated while your registration is being reviewed.

To start SMS registration, CallPerfect may ask for: Your legal business name Business identity details such as EIN where applicable Business address Sample messages Opt-in description Intended messaging use case US mobile carriers and The Campaign Registry require all businesses sending SMS through a virtual phone number to register their brand and messaging campaign.

Yes, when recording is enabled. Standard customers can add On-Demand Recording or Automatic Recording. Automatic Recording is available on every plan. On Standard, it is a paid add-on. On Premium, it is included.

On-Demand Recording lets an authorized user start recording during a call. Automatic Recording records calls automatically based on the rules configured for the account.

On Standard, On-Demand Recording is $5 per user per month. Automatic Recording is $8 per user per month and includes On-Demand Recording. On Premium, both On-Demand and Automatic Recording are included. See plans and pricing.

Recordings are retained for up to 180 days while your subscription is active. After cancellation, service continues through your paid period and recordings remain accessible through that period. If you need to keep a specific recording, download that individual recording before your service ends. CallPerfect is not a long-term archive or bulk-export product.

Yes. On Standard, Call Recording Transcription is a $3.99 per user per month add-on. Each entitled Standard user contributes 300 transcription minutes per month to a shared account-level pool, and an active recording add-on is required. On Premium, transcription is included and each Premium user contributes 500 transcription minutes per month to the shared account-level pool, with AI summaries available on request after a recorded call is transcribed. See plans and pricing.

No. Call recording transcription is post-call and manually triggered. An authorized user chooses which recorded call to transcribe after the call ends. Transcripts can contain errors. Please review a transcript before relying on it. It is not a certified or official record.

New transcription stops until more minutes are available through renewal or top-up. Call recording itself can continue, but new transcription jobs cannot be started without available transcription minutes.

Yes. When your included transcription minutes run out, you can buy more. Top-ups are bought for the whole account and shared across it, they expire 30 days after purchase, and they do not roll over. See the Pricing page for the current top-up amounts and prices.

Yes. Authorized users can download individual recordings during the 180-day retention window.

No. Bulk recording download, mass export, and archive export are not available.

No. CallPerfect provides recording-warning announcement tools that customers can configure to play at the start of recorded calls. Customers are responsible for complying with applicable recording-consent laws in their state and the states of the parties they record.

Yes. Voicemail to email is included on every plan. Messages arrive in your email with the audio attached.

Standard accounts get one shared mailbox. Premium accounts get three shared mailboxes. Voicemail transcription on shared mailboxes is a Premium feature.

Voicemails are retained for up to 180 days while your subscription is active.

Yes. Single voicemails can be downloaded from the voicemail inbox. Bulk voicemail download and archive export are not available.

Each mailbox supports four greeting types: Unavailable, Busy, Name, and Temporary.

When a Temporary greeting is set on a mailbox, it overrides the Unavailable and Busy greetings until it is erased. The Temporary greeting does not expire on its own. Turn on the Temporary greeting for a vacation or off-hours window and the system uses it automatically until you erase it.

No. Voicemail is accessed through the voicemail system and supported portal workflows, not inside the softphone.

Transcription quality can vary based on audio clarity, background noise, speaker accent, language, overlapping speech, and call quality.

Yes. CallPerfect offers online fax service on every plan. You can send and receive faxes without a traditional fax machine. Contact sales for current fax options and pricing.

You can send a fax from a computer or by email, and incoming faxes can be delivered to an email inbox. You can add a cover page and send PDF, Word, JPG, and TIFF files. Faxes are sent one at a time to one destination.

Yes. More than one person can be given access, and you can control which fax numbers each person can use. If your business has more than one fax number, you can see the numbers together and choose which number to send from.

You can see whether a fax was sent successfully or failed, and CallPerfect can email a confirmation once a fax is delivered. You can also look back through your sent and received fax history, including the sending and receiving numbers.

Yes. CallPerfect can support a physical fax machine using an adapter arranged on request. Contact sales to discuss this option.

CallPerfect supports mobile and desktop softphone access for iOS, Android, Windows, macOS, and Linux through supported softphone apps. Make and receive calls on any supported device with your business caller ID.

Yes. CallPerfect supports compatible desk phones and supported softphones.

Support is included on every plan. The support form in your account is the main way to reach us; if you cannot sign in, email our support team. Phone help is by callback. Normal support runs during business hours, and urgent, service-impacting issues get 24/7 emergency support. The most urgent issues come first; at the same urgency, Premium requests get priority.

Emergency support is for urgent service-impacting issues, such as account-wide inbound calling failure, account-wide outbound calling failure, active porting cutover failure, urgent E911-related problems, or a confirmed service outage affecting live calling.

CallPerfect prioritizes support based on severity first, then plan tier. A real Standard emergency outranks a Premium normal request. At equal severity, Premium outranks Standard.

Premium onboarding is one scheduled session up to 90 minutes covering setup and basic admin training, plus one 30-minute follow-up after go-live. Larger migrations, custom workflows, and managed administration are not included.

No. Premium onboarding includes a 90-minute live session covering setup and basic admin training. Standard customers learn admin tasks through the portal, help documents, and step-by-step guides. CallPerfect does not offer a customer-facing admin certification program.

Standard customers set up their account through the portal with help documents and step-by-step guides. Standard does not include a scheduled onboarding session — that is part of Premium.

Onsite installation and training are available for qualifying Premium accounts in our Southern California service area. Minimum seats apply. Contact sales for details.

No. CallPerfect does not currently publish a specific uptime percentage or guaranteed SLA. CallPerfect is built on redundant infrastructure for reliable business calling.

A public status page is not currently part of the standard support experience.

No service-credit mechanism is currently offered.

CallPerfect uses ring groups for distributing calls across team members. Dedicated call queueing with queue position announcements, estimated wait messages, queue callbacks, and advanced queue management is not currently offered.

Advanced spam and robocall protection is not currently offered. You can manually block specific numbers using the blacklist feature.

Built-in CRM integrations are not currently offered.

No. CallPerfect is focused on business calling, routing, voicemail, texting, recording, call records, numbers, and admin control.

No. Real-time transcription and live captions are not currently offered. CallPerfect transcription is post-call.

No. AI coaching, sentiment analysis, live coaching, and sales-assistant features are not currently offered. Premium includes AI summaries for transcribed recorded calls, generated on request after transcription.

CallPerfect does not market itself as a HIPAA-compliant product, and it does not offer a HIPAA Business Associate Agreement at this time. Customers using CallPerfect in HIPAA-regulated workflows should configure CallPerfect according to their own compliance program.

CallPerfect does not market itself as PCI-compliant. Customers should not use CallPerfect as a PCI storage or compliance solution.